Create a Template from a Process

Save one of your Processes as a Template.

Create a Process Template


Your user account or group membership must have the following permissions to create a new Process Template unless your user account has the Make this user a Super Admin setting selected:

  • Process Templates: Create Process Templates

  • Process Templates: View Process Templates

  • Processes: View Processes

See the Process Templates permissions or ask your Administrator for assistance.

Follow these steps to create a new Template from an existing Process:

  1. In the Template Name setting, enter a unique name for the Template. Template names must be unique in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

  2. In the Description setting, enter a description of the Template. This is a required setting.

  3. In the Version setting, enter a version number for this template. This is required setting and accepts numerical values only.

  4. Do one of the following:

    • Select the Save all assets option to include all assets associated with this Process, including but not limited to Screens, Scripts, and Data Connectors, as part of this Template.

    • Select the Save process model only option to include only the Process model in the Template.

  5. Click the Save button to create a new Template from this Process. The new Template displays in the Templates tab.

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