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Export a Process Template

Export a Process Template.

Export a Process Template

Your user account or group membership must have the following permissions to export a Process Template unless your user account has the Make this user a Super Admin setting selected:
  • Process Templates: Export Process Templates
  • Process Templates: View Process Templates
See the Process Templates permissions or ask your Administrator for assistance.
Follow these steps to export 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 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.
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