Use item and request templates
Request and item templates are used for viewing the contents of a request or for item header substitution. This section explains how to work with templates for items and requests in the Administration Console.
Note: This functionality is available for items and Dimensions CM requests only.
Guidelines for adding templates
You can associate pre-prepared item header substitution files or request browse template files with a template.
When you add or import a template, Dimensions CM places the template files under revision control and stores them in the database, similar to items.
Note: Templates for baselines and releases are different in nature. For details, see Baseline and release templates.
To work with templates, you need the Manage Object Types privilege.
The functions for item header substitution files and request browse template files are similar, as creating and managing templates is handled in a similar fashion.
Templates are user-defined text files that must be previously created outside Dimensions CM. They specify the content and layout for an item or request type.
When you define a template, you associate it with the appropriate item or request type in Administration Console > Object Type Definitions > Templates section.
For details about the Templates section, see Object Types content area.
Use the options in the Templates section, to perform the following tasks:
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.