1.On the Records tab, click the Categories folder.

2.Select the appropriate default category from the Category list.

3.Click add more.

The category has been added to the template and are added to records created by the wizard or rule that uses the template.

You may now add custom fields of that category to the template.

To prepopulate the default category of object records, specify the default category with a static value in the template.

1.On the Records tab, click Categories.

2.Select the appropriate default category from the Category list.

3.Select the check-box next to the appropriate category in the list.

4.Click set as default.

The default category has been specified in the template and is added as the default category in records created by the wizard or rule that uses the template.