Template Tab: New Item or Sub-Item

1. To create a New Template Item, select the New Item button; to create a sub-item, select the lower portion of the button.

2. The Form item option allows you to enter an item name. 

3. When done, click OK button to continue; you have now created a new item for your use.

4. The Advanced folder option allows you to enter, set, and update more options. 

5. Select the Advanced button to open the properties window.

• Type - Type of folder.
• Other - Other folder properties grouped together for easy reference.
• Icon - This is the Icon used to display the folder. 
  
• Item - Properties related to the folder.
• Name - This is the descriptive name for the folder.
• Audit Trail - Properties related to when the folder was created and when it has been updated.
• Created By - Who created the object (this information requires that the User Name be added in the settings under Company.)
• Time Stamp - Date and Time the Folder was updated.
• Padlock - Allows you to lock and unlock the contents of that row.  Clicking in the lock toggles the setting.
• Light Bulb - Indicates whether the row is visible.
  • Yellow Bulb -  Row visible.
  • Gray Bulb -  Row not visible.

6. When done, click the OK button to continue; you have now created a new item for your use.