Applying Template Attributes

To locate templates in the system, you can apply custom attributes to the template. When you select an attribute, you can set a value for the attribute based on the attribute type. You can later filter by the attribute value.

For example, you may have a List attribute named Sales Region with the values of North, South, East, and West. The current template applies only to the West Sales Region, so you can add the Sales Region attribute and set it to “West.”

  To apply an attribute:

  1. From the New Template dialog box, select the Attributes tab.

  2. Click Add.

  3. From the Attribute list, select an attribute.

  4. Optional: Select Display To User if you want the attribute to display on the Task Action and the Report Binder Task page.

  5. For Value, depending on the attribute, select a value for the attribute from a drop-down list, or enter a value.

  6. Click OK.