Edit, Export, and Delete a Process Template
Make changes to an existing Process Template.
Edit a Process Template
Editing a Process Template revises that Template such that future uses of that Template, such as when creating a new Process, derive from those revisions.
Follow these steps to edit a Process Template:
View all Process Templates. The Templates tab displays.
Click the
menu, and then select the Edit Template option. The Process Template opens in the Process Modeler for editing.
Make changes to the Process Template, and then click the Publish button to publish a new version of that Template.
Export a Process Template
Follow these steps to export a Process Template:
View all Process Templates. The Templates tab displays.
Click the
menu, and then select the Export Template option. The Process Template exports as a
.json
file to your local computer or network. The following message displays when the Process Template exports successfully: The template was exported.
Delete a Process Template
Follow these steps to delete a Process Template:
View all Process Templates. The Templates tab displays.
Click Confirm to delete the Process Template.