Define the new item template

When creating a new entry template, the first steps define the information about the object the template will create. You need to decide how much information will be set by your template and which settings you want to let the user define. For example, you might need to define a specific object store and folder for the new item, and let the users define the properties and security.

  1. Select a folder for the new object.
  2. Set the properties for the new object.
  3. Set the security for the new object.