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:

  1. View all Process Templates. The Templates tab displays.

  2. Make changes to the Process Template, and then click the Publish button to publish a new version of that Template.

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