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Template Page

1,384 bytes added, 19:47, 29 August 2013
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===General Settings===
* '''Activate Page''' - This Template Page will only be accessible if the "Activate Page" option is checked.
* '''Internet Enabled''' - Making a Template Page "Internet Enabled"will allow users who are not logged into the system to access this page.* '''Use Security Token for Custom Fields''' - set for security purposes. * '''Execute Submit Logic from Template Page''' -See the [[Submit Logic]] page for more information. * '''Execute Status Triggers and Internal Status Workflows from Template Page''' -See [[Status Trigger]] and [[Workflow]] pages for more information.
* '''Inherit Account - Only applies to an external user''' -
* '''Branch''' - defines the default [[branch]] of the newly-created record. * '''Account''' - defines the default [[account]] of the newly-created record. * '''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''' - * '''Assign Company Role''' -
* '''Owner''' -
* '''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.
Note: For Transaction Template Pages, only the ''Activate Page'', ''Internet Enabled'', ''Status'', ''Workflow'' and ''URL'' settings are shown.
===HTML Template===
* This section may be renamed to match the terminology of your copy of SmartSimple. For example, in the illustration above, ''HTML Template'' has been renamed to ''Grant Template'' because Level 1s have been renamed as "Grants" in this example.* Clicking on the "Sample Template" hyperlink will insert a default HTML template into this setting, overwriting the current contents.* See the [[Template Page - HTML Template]] for examples of implementation.
===Confirmation Template===
* The Confirmation Template will be displayed after the Template Page is submitted by the end user. Variables such as [[sslogic]] can be implemented in this setting to present different confirmation pages depending on how the external page is completed.
* Clicking on the "Sample Template" hyperlink will insert a default HTML template into this setting, overwriting the current contents.
* See the [[Template Page - Confirmation Template|Confirmation Template page]] for examples of implementation.
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