Templates define what values are automatically populated for each type of record and what related records are automatically created. You may create wizards in association with a template or independently of a template.

Note: The information listed in your wizard specification document helps you decide whether using a template is worth the additional effort (see Writing a Wizard Specification Document).

If any of the following conditions exist, you must create a template for your wizard:

•Sub-objects that need to be added to the record. For example, you need to add sub-objects if you are:

oUsing custom fields of a category other than root in your wizard

oSetting a certain non-root category, such as Lawsuit, as a default category for all your records created from the wizard

oAdding several assignees to the record and setting one of them as the main one by default

•Fields that may be automatically prepopulated in every new record, such as the Default Category or the Main Assignee.

•Related records that need to be automatically created together with every new record, such as tasks or accounts.

You may create separate templates for associated records, such as accounts or invoices.

If you only need to prepopulate individual fields that do not require sub-objects, such as descriptions, dates, number fields, and so on, they may be prepopulated with the help of simple actions in the wizard itself without the need for a template.