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→General Settings
* '''Type''' - defines the default [[Template]] or [[Type]] of the newly-created record.
* '''Status''' - defines the default [[status]] of the newly-created record.
* '''Assign User Role'''- adds the current user to the newly-created record as an associated contact with the supplied [[role]].* '''Assign Company Role'''- adds the current user's company to the newly-created record as an associated organization with the supplied [[Company Role]].* '''Owner'''- adds the current user to the [[Owner]] field.
* '''Workflow''' - [[Workflow]] to be triggered upon submission of Template Page.
* '''URL''' - This setting will be completed by default and includes an alphanumeric "token" which serves as a unique identifier for this Template Page.
<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;"><input type="button" class=Button value="Open"
onClick="window.open('/ex/ex_Transactionpage.jsp?token=Fg8IUh8YZFQA%3D%3D&objecttype=30&parentids=@companyid@&transid=0')"></pre>
===HTML Template===