Defining a Characteristic for a Template

Prerequisites

To define a characteristic for a template, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Template)

Procedure

To define a characteristic for a template:

  1. Click the Characteristics tab in the Template screen when you are creating or editing a template.

    The Characteristics tab appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the template. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the template.
    Characteristic Type Used to indicate the characteristic type. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the template.
    Characteristic Value Used to specify the value for the characteristic type.
    Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the template.
  2. Enter the required details.
  3. If you want to define more than one characteristic for the template, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the template, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Validate and Save.
    The characteristics are defined for the template.

Related Topics

For more information on... See...
How to define a template Defining a Template
How to edit a template Editing a Template