Select Checkbox - Place a check in the box to select several lines and then click the Edit button in the toolbar to apply a single choice in the Template field to many lines at once. The Select checkbox can also be edited by clicking and dragging on multiple lines in the table and by checking or unchecking the Select All checkbox in the header of the table.
Record Type Field - Read only. The Template field choice will be applied to all records of this type at the selected level.
Module - Read only. The module of the record type.
Level - Select a level -- System, Program, or Project -- from the list. This filters the list in the Template field.
Template Field - The choice in this field determines what will happen for every record of the record type for the selected level. The options that appear in this list will vary, depending on the selected level, the record type and
the business processes you have created but may include:
(Use System Default) - this applies the same template selection for the record type that is made at the (System) level
(Use Program Default) - this applies the same template selection for the record type that is made at the level of the project's program
(Do Not Use Workflow) - no record of this type at the selected level will use workflow. The Workflow tab will not appear in those records and no workflow related actions will take place for them.
[your business processes] - all of the custom business processes that are eligible to be used in conjunction with the record type at the selected level will appear here. The Workflow Tab will appear in all records of this type at the selected level and users will have to follow the business process selected here in order to change the record's Status field.
BPM Link - Click this icon to navigate to the selected business process
