Create a Template from a Process

Save one of your Processes as a Template.

Create a Process Template

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

  • Process Templates: Create Process Templates

  • Process Templates: View Process Templates

  • Processes: View Processes

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

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

  1. View your Processes. The Processes tab displays.

  2. 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.

  3. In the Description setting, enter a description of the Template. This is a required setting.

  4. Do one of the following:

    • Select the Save all assets options 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.

  5. Click the Publish button to create a new Template from this Process. The new Template displays in the Templates tab.

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

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