About Custom Templates

A custom template is designed by an administrator for use in business rules and other templates.

You can access custom templates from:

• The Templates node of a plan type within any of the views
• The Rule Designer under Existing Objects

There are two types of custom templates:

• A graphical custom template can contain formulas, script, conditions, member blocks, member ranges, fixed loops, metadata loops, and DTP assignment components.

• A script custom template can contain script, but no components.

Both graphical and script custom templates can also contain existing rules, formulas and scripts (shared components), other custom templates, and system templates.

You can include both the graphical and script templates in rules, or other custom templates.

Differences between graphical and script templates:

• Graphical templates have DTP assignment components, metadata loop components, and the ability to use DTP conditions within the components.

• Script templates can be deployed to and launched in Planning.