Process for configuring templates

The process to create templates is summarized here.

1. Create set codes for templates.
2. Specify a prefix for the template.
3. Specify a value for the PREFIX.TEMPLATE profile attribute. The default value is @T.
4. Create templates for set codes.
5. Specify a sub-set of parameters.
6. Configure Create Rules for the symbol to enable templates to be selected for new objects.
7. Assign objects to templates through set codes or through Create Rules.

Additional templates can be specified for roles and classes.

See Role-based templates for the web client.