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Step 1

From the Administration navigation pane, select Configuration > Universal Templates. The Universal Templates list displays.

Note
titleNote

The System Template column. which does not display by default, identifies any Built-In Universal Templates that have been loaded from the List/Load Built-In Universal Templates server operation.

 
Below the list, Universal Template Details for a new Universal Template displays.
 

Anchor
Universal Templates list
Universal Templates list

Step 2

Enter / select Details for a new Universal Template, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New button above the list to display a pop-up version of the Details.

Step 3

Click a Save button. The template is added to the database, and all buttons and tabs in the Universal Template Details are enabled.

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Step 1

From the Administration navigation pane, select Configuration > Universal Templates. The Universal Templates list displays.

Step 2

Open an existing Universal Template for which you want to create Fields.
 

Step 3

Click the Fields tab to display the Fields list.
 

Anchor
Fields list
Fields list

Step 4

Click the New button to display Field Details for a new Field.
 

Step 5

Enter / select Details for a new Field, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

Step 6

Click a Save button. The Field is added to the list of Universal Template Fields.
 
If you click the Save or Save & View button after creating a Choice Field (Type = Choice), the Choices tab (under which is an empty Choices list) is enabled, and an empty Choice Details automatically displays, which lets you create your first Choice.
 
If you click the Save & New button after creating a Choice Field, in order to create one or more other Fields, you will have to manually open that Choice Field, click the enabled Choices tab, and then click the New button to create your first Choice.

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