Create a Template from a Process

Save one of your Processes as a Template.

Create a Process Template

Permissions

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.

2. Click the menu for your Process, and then select the Save as Template option. The Create Template screen displays.
3. 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.

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

5. In the Version setting, enter a version number for this template. This is required setting and accepts numerical values only.

6. From the Category drop-down menu, select one or more Process Categories to associate with this Template. To remove a Process Category that is currently selected, click the icon for that selection. The category list is populated from Process Categories.
7. Do one of the following:

   • Select the Save all assets option 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.

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