Setting Display Templates for PeopleSoft Marketing

Use the Display Template page (RDT_TMPL_PAGE) to set up display templates for marketing.

Navigation:

Set Up CRM > Common Definitions > Component Configuration > Display Templates > Display Template Details

Select Marketing as the display template ID.

This example illustrates the fields and controls on the Display Template page.

Field level security is set by default for several fields. Refer to the display template documentation for further information.

Use the Component Configuration page (RA_COMP_CFG) to define the display templates to use when displaying the marketing components that use display templates.

Navigation:

Set Up CRM > Product Related > Marketing > Component Configuration

This example illustrates the fields and controls on the Component Configuration page (Marketing).

This page defines which display template to use when displaying the marketing components that use display templates. The page's information is based on the display templates that are defined by default, and the data is set up to use the default display template definitions.

See Understanding Display Templates.

Modifying Data

Access the System Data Option page (select the System Data Option tab on the Component Configuration page).

This example illustrates the fields and controls on the System Data Option page.

Field or Control	Description
Modify System Data	Click to modify system data for the selected row. Select the General tab and modify the necessary fields. Fields that you can modify are: Portal Name Component Name Market Display Template