In general, creating a Custom Element is an eight-step process:
Define the Name, Description, Category, and Element type. Create a New Custom Element by selecting Add New Element from the Manage Elements dialog. Complete fields in the New Custom Element.
Define Data Fields for the Element. This process is similar to defining fields for Simple Forms or Metadata forms.
Define Security permissions for the Element. Once you finish creating fields for the new Element, you can assign Element-level security (this is similar to setting Field Level Security) to define rights to the entire Element.
Define Data Browser Properties. Select the Data Browser Properties option from the Custom Element edit menu to configure parameters for how Element data displays in the data browser portion of the Select Rendering Mode dialog.
Optionally Define Index Properties. For Global Custom Elements only, you must configure the Viewing Page & Search Properties to include Element content in full-text indexes.
Optionally Define/Select any Field Rendering Masks for Data Fields. For Custom Element fields added to Display Templates, CommonSpot provides a Field Render Mask feature for programmatically constraining field value display.
Define Display Templates for the Element. Create one or more Display Templates to control output of Element data.
Define Render Handlers for the Element. Optionally, you can code one or more Render Handlers for controlling how Element data displays.