Configuring Templates
Templates are lists of predefined attributes of the objects. Templates are used in workflow items and components to assign starting values to created objects. You configure templates for a particular object class in the Workflow and Business Logic > [Module] > [Object Class] > Workflow > Components > Templates section.
To configure a Template:
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On the General tab, specify the general properties of the Template:
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Object (read-only) - the object class for which the Template is created.
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Name - the Template name.
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Description - the description of the Template.
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Under Fields, assign initial values to a number of fields as follows:
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Click New. A new row appears.
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In the new row, click the down arrow in the Field column and select the field from the list.
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In the Value column, assign a value to the selected field. For details, see Defining field values in Templates.
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On the Usage tab, view the workflow items and components that use this Template.
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Open - opens the selected workflow item or component.
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Click OK.