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Universal Task reference › Universal Task › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Universal Task template form

Use the Universal Task template form to create a Universal Task template.

FieldDescription
NameName of this template.
Parent tableTable that this template applies to. By default, the template is applicable to all tables.
Short descriptionDescription of the template. Note: Adding content to this field does not add that content to the Short description field of the forms that use this template.
TemplateContent that automatically populates records that are based on this template. Select a field from the specified table in the left column. Then enter the data to automatically populate in the right column.
ApplicationField that is automatically set based on the scope of your organization.
ActiveOption for making the template available for use. A template must be active to be used.

Parent Topic:Universal Task reference