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:
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.In the Description setting, enter a description of the Template. This is a required setting.
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.
Click the Publish button to create a new Template from this Process. The new Template displays in the Templates tab.
Related Topics
pageWhat is a Process Template?pageView Process TemplatespageCreate a New Process from an Existing TemplatepageEdit a Process TemplatepageImport and Configure a Process TemplatepageSearch for a Process TemplatepageConfigure a Process TemplatepageView Documentation for a Process TemplatepageExport a Process TemplatepageDelete a Process TemplateLast updated
