Save one of your Processes as a Template.
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.
In the Version setting, enter a version number for this template. This is required setting and accepts numerical values only.
Do one of the following:
Select the Save all assets option 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 Save button to create a new Template from this Process. The new Template displays in the Templates tab.
Click the menu for your Process, and then select the Save as Template option. The Create Template screen displays.
From the Category drop-down menu, select one or more Process Categories to associate with this Template. To remove a Process Category that is currently selected, click the icon for that selection. The category list is populated from Process Categories.