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Creating a Universal Task
Creating a Universal Task
Creating a Universal Event Template

Step 1	From the Automation Center navigation pane, select Configuration > Universal Event Templates. The Universal Event Templates list displays a list of all existing Universal Event Templates. Below the list, Universal Event Template Details for a new Universal Event Template displays.
Step 2	Enter / select Details for a new Universal Event 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 button above the list to display a pop-up version of the Details.
Step 3	Click a button. The task is added to the database, and all buttons and tabs in the Universal Task Details are enabled.

Note

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To open an existing record on the list, either:

Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

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Universal Event Template Details
Universal Event Template Details
Universal Event Template Details

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