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Step 1

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

Note
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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.

 
Below 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

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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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Depending on the values that you enter / select for these fields, more (or less) other fields may display. See the field descriptions, below, for a description of all fields that may display in the Universal Template Details.
 
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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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