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:
View all Process Templates. The Templates tab displays.
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.
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 TemplateLast updated