Creating a Template

Access the Add BI Publisher Object to Repository form.

Object Name

Enter the name of the template.

Description

Enter a name or brief description of the template contents. For example, if you are creating a template that contains header information that can be used for any proposal, enter Generic Header.

Object Type

Enter a value from UDC H95/XP to specify the publisher type for the template.

Product Code

Enter the product that is associated with the template. This field is informational only and does not control any data processing. You can use this field to group templates.

Product System Code

Enter a value from UDC (98/SY) that specifies the system number for reporting purpose.

Object Region

Enter a value from UDC H95/XC to specify the region.

Object Language

Enter a value from UDC H95/XL to specify the language.

Start Date

Enter the start date for the template. You can enter in this field only after you upload a document file to the template.

End Date

Enter the end date for the template. You can enter in this field only after you upload a document file to the template.