Editing a Customer Registration Template

Prerequisites

To edit a customer registration template, you should have:

  • Template categories defined in the application

  • Template pages and sections defined in the application

Procedure

To edit a customer registration template:

  1. Search for the customer registration template in the Customer Registration Template screen.
  2. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the customer registration template whose details you want to edit.

    The Customer Registration Template for Banking or the Customer Registration Template for Healthcare screen appears depending upon the business object using which the customer registration template is defined. It contains the following sections:

    • Main - Used to specify basic details about the customer registration template.

    • Template Pages - Used to add template pages and its related sections for the customer registration template.

    • Main - The Main section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Template Displays the customer registration template. Not applicable
      Template Category Used to indicate the category for which you want to define the customer registration template. The valid values are:

      • Account

      • Person

      • Policy

      • Policy Plan

      Note: The Policy and Policy Plan options appear when you are defining a customer registration template using the C1-CustomerRegistrationTmplHC business object.
      		 Yes
      Business Object Indicates the business object using which the customer registration template is defined in the system. Not applicable
      Description Used to specify the description for the customer registration template. Yes
      Detailed Description Used to specify additional information about the customer registration template. No
    Tip: Alternatively, you can edit the details of a customer registration template by clicking the Edit button in the Customer Registration Template zone.
  3. Modify the details in the Main section, if required.
  4. Add, edit, or remove the template pages and template sections from the customer registration template, if required.
  5. Add, edit, or remove the field attributes from the template section, if required.
  6. Click Save.
    The changes made to the customer registration template are saved.
    Note: You can edit a customer registration template only when a customer registration it is not yet defined using the customer registration template.

Related Topics

For more information on... See...
Search Customer Registration Template zone Search Customer Registration Template
Customer Registration Template screen Customer Registration Template
Customer Registration Template zone Customer Registration Template
How to add the pages and sections in a customer registration template Adding the Pages and Sections in a Customer Registration Template
How to set the field attributes for a template section Setting the Field Attributes for a Template Section