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You can create a new metadata template by clicking on the Add New Metadata Template link on the System / MetadataTemplates page. After selecting the link, the following page is opened.

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The following table describes the available fields:

Required field.

Field Name

Description

Requirements

Name

The name of the metadata template.

Required field.

Minimum length: 3

Maximum length: 32

Must be unique in the system.

Reserved name: Default

TypeThe type of the template. The system has several built-in template types for various integrations. For custom fields, select Standard.

Groups AssociationUsers can only access the template if the template is associated with one or more groups related to the users. You can select one or more groups from the left column and by clicking on the button, the group can be associated with the template.-

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