1.In the Designer window, from the Go to drop-down list select Object Definitions. 2.Select the appropriate object definition. 3.Select the Templates tab, and then select the appropriate template. The General tab of the template screen appears.
4.Select the Records tab. If no sub-objects have been defined in the selected template, only their main folder is available. That is, no subfolders have yet been defined.
5.Select the appropriate sub-object folder in the left pane. If the sub-object supports a default value, such as a default Fax Number in a Contact template, you may define it in the Set Default section using Literal and Attribute values.
6.Depending on the value type you want to assign to the default value, perform one of the following instructions: oDefining Fields with Literal Values oDefining Fields with Attribute Values oDefining Fields with Formula Values 7.If you want to add additional, non-default values, enter a text value in the Friendly Name field and click add more to create a subfolder. The value of the Friendly Name field is only used within the template. It does not appear in the resulting record.
8.If you have defined a Friendly Name, select its new subfolder. 9.Depending on the value type you want to assign to each field, perform one of the following instructions listed in step 6. 10.Click Save. |