Using Templates
Templates define what information is automatically filled in for each type of record and which sub- object or related records are automatically created. You may use templates with wizards, pre- population rules, and custom action rules.
All of these elements support the following functionality:
- Creating a new record and populating its fields
- Creating related and sub-object records for the current object and populating their fields
- Populating assignees and attendees and specifying the main assignee by role
- Specifying the default category with a static value
- Populating categories
- Specifying a phase for custom objects
Pre-population and custom action rules support the following additional template functionality:
- Populating fields of existing records
- Performing phase changes
For information about using templates with rules, see Using Rules. For information about using templates with wizards, see Whether to Use Templates.