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. 2.
    Click the ellipses
    icon for your Process and select the Save as Template option. The Publish Template screen displays.
  2. 3.
    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.
  3. 4.
    In the Description setting, enter a description of the Template. This is a required setting.
  4. 5.
    From the Category drop-down menu, select one or more Process Categories to associate with this Template. To remove a Process Category that is currently selected, click the
    icon for that selection. The category list is populated from Process Categories.
  5. 6.
    Do one of the following:
    • Select the Save all assets options 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.
  6. 7.
    Click the Publish button to create a new Template from this Process. The new Template displays in the Templates tab.
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