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.

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

Related Topics

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