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Edit 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.
Your user account or group membership must have the following permissions to edit a Process Template unless your user account has the Make this user a Super Admin setting selected:
  • Process Templates: View Process Templates
  • Process Templates: Edit Process Templates
See the Process Templates permissions or ask your Administrator for assistance.
Follow these steps to edit a Process Template:
  1. 1.
    View all Process Templates. The Templates tab displays.
  2. 2.
    Click the ellipses
    icon next to the Process Template name and select the Edit Template option. The Process Template opens in the Process Modeler for editing.
  3. 3.
    Make changes to the Process Template, and then click the Publish button to publish a new version of that Template.
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