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 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.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the template.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Template.
    		 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:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    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 in the Characteristics tab.
  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.

Related Topics

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