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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. 
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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.
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Step 3 | Click a button. The task is added to the database, and all buttons and tabs in the Universal Task Details are enabled. |
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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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Depending on the values that you enter / select for these fields, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the Universal Event Template Details.
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