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

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

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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.

Icon used for all Universal Tasks based on this Universal Template. The icon displays in the following locations:

• Workflow Editor

A default icon displays in the Icon field for every Universal Template (see Universal Template Details, above).
 
If you want to select a custom icon, click the Browse button and then search and select that icon. Any custom icon must be a PNG image, 48 x 48 pixels.
 

 
After you select a custom icon, the file name for that icon displays next to the Browse button. When you save / update the Universal Template, the icon displays in the Icon field, but the file name no longer displays.
 
If you selected a custom icon but want to restore the default icon, right-click anywhere in the Universal Template Details and, in the Action menu, click Restore Default Icon.

If Template Type is Script and Agent Type is Windows or Any; Type of Windows script to be executed by the Windows Agent.
 
Options:

• bat
• cmd
• js
• ps1
• py
• uapy
• vbs
• wsf
• Other... (any user-specified script file type)

If Agent Type is Windows or Any; Execute the task using an elevated privileges token, rather than one subject to User Account Control (UAC) restrictions. An elevated token allows a process to execute with all the privileges available to its specified credentials. For example, a task executed with an administrative account will behave as though it received permission via a UAC dialog to perform a privileged operation.
 
This option will not give a user account privileges that have are not already granted to it. For example, taking ownership of a file is a privileged operation by default. A task will still fail even with this option selected if it is run with a regular user account that has not been granted the ability to change file ownership.
 

This section lets you specify how fields in the Defaults section of the Universal Template are displayed in Universal Tasks based on the template.
 
The Field Restrictions section places the fields in the Default section into five groups, as shown below: Agent, Credential, Environment Variables, Exit Code Processing, Automatic Output Retrieval. All fields in a field group share the same restriction.
 
The Restriction options are the same for each field group:

• No Restriction
  No restrictions apply to any fields in this group. {This is the default selection for all field groups.)
• Read Only
  All fields in the field group display as Read Only in the Universal Task.

• Hidden
  All fields in the field group are hidden in the Universal Task.
  
  

  Note
  title Note
  If the Preserve Value If Hidden field is enabled for a hidden field: The value of that field will not be reset upon an update. Any variable related to that field will resolve to the field value.

  
  

Open an existing Universal Template for which you want to create Fields.
 
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Click the Fields tab to display the Fields list.
 

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

Click a

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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.

Field, from a pool of available fields provided for use in a Universal Template, that this Field is mapped to.
 
Options:

Type

Type

Type

Type

Type

Type

Type

Type

• If Type is Text: Text Field 1 - Text Field 20, Large Text Field 1 - Large Text Field 4.
• If Type is Integer: Integer Field 1 - Integer Field 10.
• If Type is Boolean: Boolean Field 1 - Boolean Field 10.
• If Type is Choice: Choice Field 1 - Choice Field 15.
• If Type is Credential: Credential Field 1 - Credential Field 6.
• If Type is Script: Script Field 1 - Script Field 2.
• If Type is Array: Array Field 1 - Array Field 4.
• If Type is Float: Float Field 1 - Float Field 4.
• If Type is SAP Connection: Sap Connection Field 1.

If Type is Text, Integer, Choice, or Float; Default value for this Field. (Text and Choice: Maximum length = 255; Large Text: Maximum Length = 25000, Integer: Maximum length = 11; Float: maximum length = 17.)
 
Also if Type is Choice; In order for a Choice to display as the default for this Field in the Universal Task Details, Default Value must be the Choice Value, not the Choice Label.
 
If Type is Boolean; Specification (a check mark) that the Yes value for this field is the default.
 
If Type is Credential; Default Credential to be used for this Universal Template Field. You can select a Credential from the Default Value drop-down list or click the Details icon next to the Default Value field to create a new Credential.
 

 
If Type is Script; Default Script to be used for this Universal Template Field. You can select a Script from the Default Value drop-down list or click the Details icon next to the Default Value field to create a new Script.
 

 
If Type is Array; You can specify the default array variables, which can be assigned to the appropriate field while creating the task.

If Type is SAP Connection; Default SAP Connection to be used for this Universal Template Field. You can select an SAP Connection from the Default Value drop-down list or click the Details icon next to the Default Value field to create a new SAP Connection.

If Type is Choice; Specification for how Choices will be listed in the Choice field drop-down list in the Universal Task Details.
 
Options:

• Sequence: Choices will be displayed in the sequence they were created. You can change this sequence manually on the Choices list.
• Label: Choices will be displayed alphabetically by Label.

Default is Sequence.

If Restriction specifies Output Only; Specification for whether or not an Output Only field is designated as Extension Status for a task instance.

If Type is Text, Integer, Credential, or Script; Specification for whether this Field in the template is required (checked) or optional (not checked). If it is required, it will display in boldface in any Universal Tasks based on this template.

If Required is not checked and a Show If Field is not specified; Specification that this Field in the template will be required in any Universal Tasks based on this template if the Choice Field (Choice Field 1-15) or the Boolean Field (Boolean Field 1-10) selected as the Require If Field has a value corresponding to the value(s) defined in the Require If Field Value(s) field.
 
The Require If Field Value(s) field is not available until you make a Require If Field selection.
 
Options:

• -- None --
• Boolean Field 1 - Boolean Field 10.
• Choice Field 1 - Choice Field 15.

If Require If Field is a Choice field, Require If Field Value(s) is a comma-separated list of Choice values.
 
For example:

 
If Require If Field is a Boolean field, Require If Field Value(s) is either true or false.

If Required is not checked and a Require If Field is not specified; Specification that this Field in the template will be visible in any Universal Tasks based on this template if the Choice Field (Choice Field 1-15) or the Boolean Field (Boolean Field 1-10) selected as the Show If Field has a value corresponding to the value(s) defined in the Show If Field Value(s) field.
 
The Show If Field Value(s) field is not available until you make a Show If Field selection.
 
Options:

• -- None --
• Boolean Field 1 - Boolean Field 10.
• Choice Field 1 - Choice Field 15.

 
If Show If Field is a Boolean field, the Show If Field Value(s) is either true or false.

If Show If Field is not - - None - -; If selected, specification that the Field is required if it is visible (see Show If Field).

If Show If Field is not - - None - -; If selected, specification that the value of this field should be preserved if the field is hidden.

Number of columns (width) in the Universal Task Details for this Field.
 
Options:

• 1
• 2
• 3

Default is 1.

For existing Fields only; System-defined; Sequence of this Field among all user-defined Universal Template Fields to be displayed in the Universal Task Details. Starting sequence is 0 for the first defined Field.
 

Delete the currently open Field.
 

On the Fields list for the Universal Template, open the Choice Field (Type = Choice) whose Choices you want to create.
 
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Click the Choices tab to display an empty Choices list.
 

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Click New to display Choice Details for a new Choice.
 
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