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Setting Display Templates for PeopleSoft Marketing

This topic describes how to set display templates for PeopleSoft Marketing. To set display templates for PeopleSoft Marketing, use the Component Configuration (RA_COMP_CFG) component.

Page Name

Definition Name

Usage

Display Template Page

RDT_TMPL_PAGE

Set display template for marketing.

Component Configuration Page for Marketing

RA_COMP_CFG

Define the display templates to use when displaying the marketing components that use display templates.

System Data Option Page

RA_COMP_CFG

Modify display template data.

Use the Display Template page (RDT_TMPL_PAGE) to set up display templates for marketing.

Navigation

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

Select Marketing as the display template ID.

Image: Display Template page

This example illustrates the fields and controls on the Display Template page.

Display Template page

Field level security is set by default for several fields. Refer to the display template documentation for further information.

Use the Component Configuration page (RA_COMP_CFG) to define the display templates to use when displaying the marketing components that use display templates.

Navigation

select Set Up CRM, then select Product Related, then select Marketing, then select Component Configuration

Image: Component Configuration page (Marketing)

This example illustrates the fields and controls on the Component Configuration page (Marketing).

Component Configuration page (Marketing)

This page defines which display template to use when displaying the marketing components that use display templates. The page's information is based on the display templates that are defined by default, and the data is set up to use the default display template definitions.

Field or Control

Definition
Add

To add additional templates, click this button and then complete the necessary fields. Fields that you can added are:

  • Portal Name

  • Component Name

  • Market

  • Display Template

See Understanding Display Templates.

Modifying Data

Access the System Data Option page (select the System Data Option tab on the Component Configuration page).

Image: System Data Option page

This example illustrates the fields and controls on the System Data Option page.

System Data Option page

Field or Control

Definition
Modify System Data

Click to modify system data for the selected row. Select the General tab and modify the necessary fields. Fields that you can modify are:

  • Portal Name

  • Component Name

  • Market

  • Display Template