Difference between revisions of "Template"

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The definition of an [[Entity|entity]] within an [[Application|application]] used to create an [[Instance|instance]] of that [[Entity|entity]].  [[Sales Tracking]] Opportunity templates are used to create and manage different types of opportunities.  In the [[Universal Tracking Application|UTA]], templates are used to create and manage different types of objects to be tracked. Templates are usually associated with [[Custom Field|custom fields]], statuses and [[Workflow|workflows]].
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The definition of an [[Entity|entity]] within an [[Application|application]] used to create an [[Instance|instance]] of that [[Entity|entity]].   
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* [[Sales Tracking]] Opportunity templates are used to create and manage different types of opportunities.   
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* In the [[Universal Tracking Application|UTA]], templates are used to create and manage different types of objects to be tracked. Templates are usually associated with [[Custom Field|custom fields]], statuses and [[Workflow|workflows]].
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==See Also==
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* [[Level 1 Templates|UTA Templates (Level 1 Templates)]]
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* [[Types]]
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* [[Creating Opportunity Templates and Statuses|Sales Tracking Templates]]
  
 
[[Category:Glossary]]
 
[[Category:Glossary]]

Latest revision as of 08:48, 20 June 2013

The definition of an entity within an application used to create an instance of that entity.

  • Sales Tracking Opportunity templates are used to create and manage different types of opportunities.
  • In the UTA, templates are used to create and manage different types of objects to be tracked. Templates are usually associated with custom fields, statuses and workflows.

See Also