Introduction
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File Name | Description | Optional |
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template.json | The Universal Template definition in JSON format. | No |
template_icon.png | The Universal Template Icon in PNG format. Note |
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| Icon metadata will be set as attributes in the Universal Template JSON. |
| Yes |
extension_archive.zip | The Universal Template Extension Archive in ZIP format. | Yes |
Export | To export an existing Universal Template as a zip file, click the Export Template button in the Universal Template Details. (You can also click Export Template in the Action menu that displays for that Universal Template record.) The exported Universal Template has the following filename format: unv --_UniversalTemplateName-extensionVersion.zip Note |
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Any character in the UniversalTemplateName that is not an alphanumeric or underscore, will be replaced with an underscore. |
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Import | To import a Universal Template zip file, click the Import Template… button on the Universal Templates list. |
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Restrictions on changing Universal Templates (see Universal Templates Overview#List List of Restrictions, below) depend on the following conditions:
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Action | Restriction |
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For Universal Templates | The following Delete and Update actions refer to Universal Templates and the fields in Universal Template Details. |
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Delete a Template | |
Update a Template |
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| - Allowed; Requires a corresponding Script change.
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| - Broadening Allowed (Windows to Any, Linux/Unix to Any)
- Narrowing Not Allowed (Any to Windows, Any to Linux/Unix, Windows to Linux/Unix, Linux/Unix to Windows)
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- Use Common Script
- Script
- Linux/Unix Script
- Windows Script
- Windows Script Type
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For Universal Template Fields | The following Add, Delete, and Update actions refer to the user-defined Fields that are added to a Universal Template. |
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Add a Field | - Allowed (with conditions); Requires a corresponding Script change.
- Prohibited if either Required or Required If Field/Required If Field Value(s) are specified.
- Default Value applied to all Universal Tasks, but not to Universal Task Instances.
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Delete a Field Note |
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| title | Note- Allowed (with conditions); Requires a corresponding Script change.
- Update the only Field.
- Create a new Field prior to deleting the only Field.Prohibited if the Field is the only Field in the Universal Template Details; User can either:
- NULL value is applied to deleted Text, Integer, Choice, and Credential Fields in all Universal Tasks, but not Universal Task Instances.
- A boolean False value is applied to a deleted Boolean Field for all Universal Tasks, but not Universal Task Instances.
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Update a Field |
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| - Allowed (with conditions).
- Unchecking the Required field; Allowed (without conditions).
- Checking the Required field; Allowed only if all Universal Tasks based on the Template have a value specified for this Template Field (does not apply to Universal Task Instances).
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- Require If Field
- Require If Field Value(s)
| - Allowed (with conditions).
- Removing a Require If Field specification; Allowed (without conditions).
- Adding a Require If Field specification; Allowed only if all Universal Tasks based on this Template have a value specified for this Template Field (condition does not apply to Universal Task Instances).
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| - Allowed.
- No Universal Task data will be updated; multi-update can be performed to apply any required changes to pre-existing Universal Task data.
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| - Allowed.
- No Universal Task data will be updated, as it may not comply with updated Length constraint.
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| - Allowed.
- No Universal Task data will be updated, as it may not comply with updated Minimum/Maximum constraint.
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- Boolean Value Type
- Boolean Yes Value
- Boolean No Value
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- Field Display:
- Label
- Hint
- Sequence
- Form Column Span
- Form Start Row
- Form End Row
- Add To Default List View
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For Universal Template Field Choices | The following Add, Delete, and Update actions refer to the Choices that are defined for a Universal Template Field type of Choice. |
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Add a Choice | |
Delete a Choice | |
Update a Choice |
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| - Allowed
- Any Universal Task using the previous value will be updated with the new value, but not Universal Task Instances.
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