About Item and Request Templates

Templates for requests and items are used for viewing the contents of a request or for item header substitution, respectively. The functions provided enables you to associate pre-prepared item header substitution files or request browse template files with a template. When the template is added or imported, these template files are placed under revision control by Dimensions CM and are stored in the database in a manner similar to items.

NOTE Templates for baselines and releases are different in nature. For details, see Baseline and Release Templates.

The functions for item header substitution files and request browse template files are similar, as template creation and management are handled in a similar fashion.

The template files must be previously created outside Dimensions CM. They specify the content and layout for an item or request type. For details about variables you can use in a template, see the following topics:

- Item Format Templates

- Request Format Templates

After you define a template, you associate it with the appropriate item or request type in the Administration Console Object Type Definitions | Templates section.

The functions provided in the Templates section enable you to:

- Add a new template or a new revision of an existing template.

- Set a template as the default for an item or request type.

- Import a template file from your work area into Dimensions CM to be stored against a template revision.

- Export the template file associated with a template revision in Dimensions CM to a file in your work area.

- Delete a template or revision of a template.

PRIVILEGES Manage Object Types

NOTE This functionality is available for items and Dimensions CM requests only.

Related Topics

Templates Section for Items and Requests