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Creating or Changing Display Template System Data

This section discusses how to enter or change component information, page information, section information, tab information, field information and system data information.

Warning! If you make any changes to the display template system data that PeopleSoft delivers, it is considered a customization. if you create new system data using the pages in this component, it is also considered a customization.

Page Name

Definition Name

Usage

Component Page

RDT_CFG_COMP

Specify transaction reference and general option information related to the component that you want to appear on a display template for the component.

Pages Page

RDT_CFG_PAGE

Add or delete the pages that you want to appear on a display template for the component.

Sections Page

RDT_CFG_SECTION

Add or delete the sections that you want to appear on a display template for the component.

Tabs Page

RDT_CFG_STATE

Add or delete the tabs that you want to appear on a display template for the component.

Fields Page

RDT_CFG_FIELD

Add or delete the fields that you want to appear on a display template for the component.

System Data Page

RDT_CFG_SYS_DATA

Select the industries that you want to copy the settings to for the component, general options, pages, sections, fields, field references, and label references.

Use the Component page (RDT_CFG_COMP) to specify transaction reference and general option information related to the component that you want to appear on a display template for the component.

Navigation

select Set Up CRM, then select Common Definitions, then select Component Configuration, then select Display Templates, then select Display Template System Data, then select Component

Image: Component page

This example illustrates the fields and controls on the Component page.

Component page

Transaction Reference

Enter the transaction record and transaction field for the component.

The system uses the Transaction Record and Transaction Field in the CRM_CREF_Transfer application programming interface (API) as a parameter if the Display Template Family Code is not passed in the API.

General Options

Field or Control

Definition
Application Class Set

Select the application class set that you want to use for this component. Application class sets store references to processing logic for PeopleSoft applications. The system creates these application class sets during the application class registry setup.
Toolbar Application Class Ref

Select the application class ID reference for the toolbar that is associated with the item you selected from the Application Class Set field.
General Options

Select one or more of the following options to tell the system what options you want to make available on the display templates used for this component. Values include:

  • BO Search applicable

  • Toolbar applicable

  • 360 applicable

  • Text Search

  • Specify CREF on Template

  • Link Group

  • Licensed product code

  • Licensed Product Description

  • Self service confirmation

  • Pre-defined search applicable

  • Email Template for Notes

  • Email Template for Solution

Use the Pages page (RDT_CFG_PAGE) to add or delete the pages that you want to appear on a display template for the component.

Navigation

select Set Up CRM, then select Common Definitions, then select Component Configuration, then select Display Templates, then select Display Template System Data, then select Pages

Image: Pages page

This example illustrates the fields and controls on the Pages page.

Pages page

Click the Select Pages button to add or change the pages that you want administrators to see on the Display Template page for this component. Use the Sort Order field to indicate the order in which you want the pages to appear in the Pages group box on the Display Template page.

Note: Hidden and secondary pages cannot be controlled using the Display Template Configuration.

Use the Sections page (RDT_CFG_SECTION) to add or delete the sections that you want to appear on a display template for the component.

Navigation

select Set Up CRM, then select Common Definitions, then select Component Configuration, then select Display Templates, then select Display Template System Data, then select Sections

Image: Sections page

This example illustrates the fields and controls on the Sections page.

Sections page

Field or Control

Definition
Section ID

Enter the name of the section ID that you want the system to display on Display Template - Page Definition page.
Sort Order

Enter a number to indicate what order you want the Sections to appear on the Display Template - Page Definition page.
Layout Type

Select one of the values that appear in the drop-down list box to indicate how you want the fields in the section to appear on the page for the component. The page displays a new set of fields based on your selection. Values include:

  • Embedded Tabs: If you select this option, the system displays the Record or Page Field Name and the HTML Field fields .

  • Expandable Section: If you select this option, the system displays the Icon to Change State, Hyperlink to Change State, Group Box - Expanded Section, Label to Show Details, and Label to Hide Details fields.

  • Fields without Group Box: If you select this option, the system only displays the Comments field.

  • Standard Group Box: If you select this option, the system displays the Record or Page Field Name and the Comments fields

  • Standard Group Box with a Grid: If you select this option, the system displays the Record or Page Field Name and the Comments fields

    This applies for sections in which a group box contains a grid, and allows the user to determine the grid label. When users configure the label for this type of section on the Display Template Details page, the selected label will apply to the first grid within the group box, and the group box itself will not display a label.

  • Sub Tabs: If you select this option, the system only displays the Comments field.
Application Class ID Reference

Enter the application class ID that you want to use for the embedded tab and sub tabs layout types.

Use the Tabs page (RDT_CFG_STATE) to add or delete the tabs that you want to appear on a display template for the component.

Navigation

select Set Up CRM, then select Common Definitions, then select Component Configuration, then select Display Templates, then select Display Template System Data, then select Tabs

Image: Tabs page

This example illustrates the fields and controls on the Tabs page.

Tabs page

Tabs

Field or Control

Definition
Sort Order

Enter a number to indicate what order you want the sub tabs to appear on the Display Template - Page Definition page.
Tab ID

Enter the name of the tab as you want it to appear on the Display Template - Page Definition page.

Label

Click the link that appears in this field to access the Label Definition page, where you can select a message set and message number from the message catalog. The system displays the name of the label when you return to the page. The selections that you make for this field appear on the Display Template - Page SubTab Definition page.
Go To Label

Click the link that appears in this field to access the Label Definition page, where you can select a message set and message number from the message catalog. The system displays the name of the label when you return to the page. The selections that you make for this field appear on the Display Template - Page SubTab Definition page under the Dropdown Text field.
Application Class ID Reference

Enter the application class ID that you want to use for the embedded tab and sub tabs layout types.

Use the Fields page (RDT_CFG_FIELD) to add or delete the fields that you want to appear on a display template for the component.

Navigation

select Set Up CRM, then select Common Definitions, then select Component Configuration, then select Display Templates, then select Display Template System Data, then select Fields

Image: Fields page

This example illustrates the fields and controls on the Fields page.

Fields page

Field or Control

Definition
Sort Order

Enter a number to indicate the order in which you want the record or page field names to appear.
Record or Page Field Name

Displays the record or page field name that you selected from the Selected Fields page. The system displays these fields in the Section Information group box on the Display Template - Page Definition page.

Select Fields

Click this button at access the Selected Fields page.

This page provides a list of available fields that you can select from. It includes the label text, field type, record, field name, page field name, sub panel name, occurs level, level 1 record, level 2 record, level 3 record, and grid column information for the fields.

Use the System Data page (RDT_CFG_SYS_DATA) to select the industries that you want to copy the settings to for the component, general options, pages, sections, fields, field references, and label references.

Navigation

select Set Up CRM, then select Common Definitions, then select Component Configuration, then select Display Templates, then select Display Template System Data, then select System Data

Image: System Data page (1 of 3)

This example illustrates the fields and controls on the System Data page (1 of 3).

System Data page (1 of 3)

Image: System Data page (2 of 3)

This example illustrates the fields and controls on the System Data page (2 of 3).

System Data page (2 of 3)

Image: System Data page (3 of 3)

This example illustrates the fields and controls on the System Data page (3 of 3).

System Data page (3 of 3)

For each group box, select the owner of the system data options that you entered on the other pages, either PeopleSoft, Customer, or PeopleSoft / Customer. Then select the industries or markets to which you want to copy the settings and click the Copy setting to all records button.