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Step 1

From the Administration navigation pane, selectConfiguration > Universal  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.

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

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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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For information on how to access additional details - such as Metadata and complete database Details - for Universal Templates (or any type of record), see Records.

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Universal Template Details Field Descriptions
Universal Template Details Field Descriptions

Universal Template Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in the Universal Template Details.
 

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