Create a New Process from an Existing Template

Use a Template to create a new Process.

Create a New Process from an Existing Template

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

• Processes: Create Processes

• Processes: View Processes

• Process Templates: View Process Templates

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

Follow these steps to create a new Process from a Template:

1. View your active Processes. The Processes tab displays.

2. Click the +Process button. The New Process screen displays.

   
3. To create a new Process from a Template, select one of the Process Template cards at the bottom of the screen. A preview of the Template displays.

   
4. Optionally, use any of the following to navigate the thumbnail view of the Process model:

   • Zoom in to the thumbnail view: Click the icon.
   • Zoom out from the thumbnail view: Click the icon.
   • Pan around after zooming into the thumbnail view: Hold with the mouse, then pan around the thumbnail view.

   • Reset the thumbnail view: Click the Reset button.

5. Click the Use Template button to create a Process using that Template. The Create Process screen displays.
6. In the Name setting, enter the unique name for the Process. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters (') and spaces. This is a required setting.

7. In the Description setting, enter a description of the Process. This is a required setting.

8. From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click theicon for that selection. This is a required setting.
9. From the Process Manager drop-down menu, select the Process Manager for this Process.

10. Click Save. The new Process displays in Process Modeler and shows the assets from the selected Template.

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 Template