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Panel
Table of Contents

Anchor
Introduction
Introduction
Introduction

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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_tmplt_UniversalTemplateName-extensionVersion.zip

Note

Any character in the UniversalTemplateName that is not an alphanumeric or underscore, will be replaced with an underscore.


ImportTo import a Universal Template zip file, click the Import Template… button on the Universal Templates list.

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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:


Action

Restriction

For Universal Templates

The following Delete and Update actions refer to Universal Templates and the fields in Universal Template Details.

Delete a Template

  • Prohibited.

Update a Template


  • Name
  • Allowed.
  • Variable Prefix
  • Allowed; Requires a corresponding Script change.
  • Agent Type
  • 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)
  • Use Common Script
  • Script
  • Linux/Unix Script
  • Windows Script
  • Windows Script Type
  • Allowed.

For Universal Template Fields

The following Add, Delete, and Update actions refer to the user-defined Fields that are added to a Universal Template.

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.

Delete a Field

Note
title
Note

This restriction applies regardless of the existence of Universal Task/Task Instances associated with the Universal Template.



  • 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.

    • Update a Field


    • Name
    • Prohibited.
    • Required
    • 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).
    • 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).
    • Type
    • Prohibited.
    • Mapping
    • Prohibited.
    • Default Value
    • Allowed.
    • No Universal Task data will be updated; multi-update can be performed to apply any required changes to pre-existing Universal Task data.
    • Length
    • Allowed.
    • No Universal Task data will be updated, as it may not comply with updated Length constraint.
    • Minimum
    • Maximum
    • Allowed.
    • No Universal Task data will be updated, as it may not comply with updated Minimum/Maximum constraint.
    • Boolean Value Type
    • Boolean Yes Value
    • Boolean No Value
    • Allowed.
    • Field Display:
      • Label
      • Hint
      • Sequence
      • Form Column Span
      • Form Start Row
      • Form End Row
      • Add To Default List View
    • Allowed.

    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.

    Add a Choice

    • Allowed.

    Delete a Choice

    • Allowed (with conditions).

    • Prohibited if the Template Field Choice is the only Choice; user can either:

      • Update the Choice Value.
      • Create a new Choice prior to removing the Choice.
      Note
      titleNote

      This restriction applies regardless of the existence of Universal Task/Task Instances associated with the Universal Template.


    • Any Universal Tasks using the Choice will still display the value, and substitute the old value into the Script; however, the drop-down will no longer display that Choice as an option.

    Update a Choice


    • Value
    • Allowed
    • Any Universal Task using the previous value will be updated with the new value, but not Universal Task Instances.
    • Use Value For Label
    • Allowed.
    • Label
    • Allowed.
    • Sequence
    • Allowed.

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