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Start the Template Creation Process

All templates begin in the same way, by opening the Manage Data Fields and Templates page for the desired entity and starting the template creation process from there.

To start the template creation process, do the following:

  1. Navigate to the Administration > Data Fields and Templates page.

  2. Expand the schema table as necessary in order to reach the entity that the template will be created for.

  3. For the desired entity row, click the value in the Schema column to open its Manage Data Fields and Templates page.

  4. On the Manage Data Fields and Templates page, navigate to the Templates tab.

  5. Click the Create Template button.

Create a Schedule Template

Schedule templates define the fields in the Schedule grid, located on the Schedule tab.

To create a Schedule template, do the following:

  1. Start the template creation process for the desired entity.

  2. For Template Name, enter a name for the template.

  3. For Template Type, select Media Schedule.

  4. For Default Data Fields, select fields that are displayed by default on the Schedule grid, upon campaign creation. Default fields can be manually removed from or re-added to the Schedule grid via the column picker.

  5. For Hidden Data Fields, select fields that are "hidden" from the schedule. Hidden fields cannot be added to the Schedule grid.

  6. Click the Save and Finish button.

Create an Order Details Template

Order Details templates define the fields in the Order Details grid, located on the Orders tab.

To create an Order Details template, do the following:

  1. Start the template creation process for the desired entity.

  2. For Template Name, enter a name for the template.

  3. For Template Type, select Order Details.

  4. Optional: Customize the template by selecting or not selecting the following checkboxes:

    1. Make as Default Template: Select this checkbox to make this template the default template that is automatically applied. If the template that is currently being created is the only Order Details template for the given entity, this checkbox is automatically selected and cannot be unselected.

    2. Include Logo: Select this checkbox to include the advertising agency's logo in the PDF export of the Order Details page. 

    3. Display Media Campaign External ID: Select this checkbox to include the media campaign's External ID (EID) in the overview section of the Order Details page.

    4. Display Campaign Group External ID: Select this checkbox to include the campaign group's External ID (EID), if any, in the overview section of the Order Details page.

  5. For Order Details, select and rearrange, as desired, the columns that appear in following areas:

    • The Order Details grid of an order's Order Details page

    • The Order Details grid that is included in the PDF or Excel export of the Order Details page 

    • The Order Details grid that is sent to Vendor Inbox, if using an In-System Order Partner

  6. Click the Save and Finish button.
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