Search for a Process Template

Use the Search feature to find a Process Template in your organization.

Search for a Process Template

Use the Search function to filter all Process Templates from the Templates page based on the entered text.

Your user account or group membership must have the "Process Templates: View Process Templates" permission to search for Process Templates unless your user account has the Make this user a Super Admin setting selected.

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

Follow these steps to search for a Process Template:

  1. View all Process Templates. The Templates tab displays.

  2. Enter in the Search setting the text to filter Process Templates using any of the following criteria:

    • Name: Filter by the Process Template name that displays in the Name column.

    • Category: Filter by the Process Category name that displays in the Category column.

    • Owner: Filter by the Process Template Author's full name that displays in the Template Author column.

As you enter text into the Search setting, Process Templates matching the entered text display.

No Search Results?

If there are no search results, the following message displays: No Results.

Manage Your Process Templates

See View Process Templates for ways to manage your Process Templates.

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