When an Activity Template is applied, certain fields are calculated according to a reference point defined in the template’s entries. For example, you may define a Task Date in a Tickets template as “2 days before the Due Date.”
In order for an Activity Template to be applied successfully, any information used as a reference point in one its entries must be entered into the entity (Contract, Asset, Ticket, etc.) to which the template is being applied. For example, if a Task Date in a Tickets template is defined as “2 days before the Due Date,” but the ticket to which the template is being applied does not have a Due Date defined, then applying the template will fail.
Applying an entry when there is incomplete data
In order to avoid such problems, the Activity Template Wizard which applies the template, verifies that the template can actually be applied to the selected entity, and it does not allow the user to select a template that makes reference to fields that are not initialized. If the system determines that a template cannot be applied to a specific entity, it displays an error message with an explanation for this failure.