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.

3. 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.
4. Click Save to save your changes.

Related Topics

What is a Process Template?View Process TemplatesCreate a Template from a ProcessCreate a New Process from an Existing TemplateEdit a Process TemplateImport and Configure a Process TemplateSearch for a Process TemplateView Documentation for a Process TemplateExport a Process TemplateDelete a Process Template