Configure a Process Template

Edit the Configuration of a Process Template.

Configure a Process Template

Your user account or group membership must have the following permissions to configure a Process Template unless your user account has the Make this user a Super Admin setting selected:

  • Process Templates: Edit Process Templates

  • Process Templates: View Process Templates

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

Follow these steps to configure a Process Template:

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

  2. Edit the following Process Template configuration as necessary:

    • In the Name setting, edit the unique name of the Process Template. This is a required setting.

    • In the Description setting, edit the description of the Process Template. This is a required setting.

  3. Click Save to save your changes.

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