Edit a Process Template
Make changes to an existing Process Template.
Edit a Process Template
Editing a Process Template revises that Template such that future uses of that Template, such as when creating a new Process, derive from those revisions.
Your user account or group membership must have the following permissions to edit a Process Template unless your user account has the Make this user a Super Admin setting selected:
Process Templates: View Process Templates
Process Templates: Edit Process Templates
See the Process Templates permissions or ask your Administrator for assistance.
Follow these steps to edit a Process Template:
View all Process Templates. The Templates tab displays.
Click the ellipses
icon next to the Process Template name and select the Edit Template option. The Process Template opens in the Process Modeler for editing.
Make changes to the Process Template, and then click the Publish button to publish a new version of that Template.
Related Topics
What is a Process Template?View Process TemplatesCreate a Template from a ProcessCreate a New Process from an Existing TemplateImport and Configure a Process TemplateSearch for a Process TemplateConfigure a Process TemplateView Documentation for a Process TemplateExport a Process TemplateDelete a Process TemplateLast updated