Service Manager

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Using Business Object Templates

•About the Object Templates Workspace

•Accessing the Object Templates Workspace

•Adding or Modifying a Business Object Template

•Translating a Business Object Template

About the Object Templates Workspace

The Object Templates Manager workspace is a convenient way to view the new record templates for your business objects. When users create new records, they have the option of choosing one of the defined quick action templates for that object, automatically entering data into certain fields.

Object Templates Manager Workspace

Accessing the Object Templates Workspace

1.From the Configuration Console, click Build > Automation Tools > Object Templates to open the Object Templates workspace.

Adding or Modifying a Business Object Template

1.From the Configuration Console, click Build > Automation Tools > Object Templates to open the Object Templates workspace.

2.Click Add/Edit under the Action column for the object to edit. The Quick Actions Center appears.

3.Create or modify the quick action as described in Using Quick Actions.

Translating a Business Object Template

1.From the Configuration Console, click Build > Automation Tools > Object Templates to open the Object Templates workspace.

2.From the Object Templates Manager page, click Translation Tool under the Launch column for the object template to translate. The list of available languages appears.

3.Select a language. The Translation Tool appears.

4.Enter the strings as described in Using the HEAT Translation Tool.