Create a task template by saving a form

Save a populated Universal Task form as a template. This is an alternative method for creating a task template.

Antes de Iniciar

Make sure you have a Universal Task form that you want to use. If you need to create a form, see Create a universal task.

Role required: sn_uni_task.template_admin

Procedimento

1. Navigate to a Universal Task form.
2. Complete the form as it should appear when a user applies the template.
3. Right-click the form header and click Save.
4. Click Create Universal Task Template.
   The task template with the filled forms appears.
5. In the Name, enter a descriptive name for the template.
6. Set the Parent table field to a service-specific table.
   If you choose not to select any table, then the configuration will apply to all tables.
7. Make additional changes as required.
8. Click Submit.