Activating/Deactivating a Template

Activating a Process Template

Activating a process template allows the template to be used in a workflow process.

Note: Before a process template can be activated, a user must be assigned to each role for the template. Verify you have added a user to each role.

Note: A template with errors cannot be activated.

Select Process Templates under General Settings in the left pane.
Complete one of the following to activate a template:
- For a template with an Inactive state, select the menu and select Activate on the Process Templates grid.
- Open a process template on the Process Templates grid. Select and Activate.
- After creating a new process template, select and Activate.

Deactivating a process template prevents the template from being used in a workflow process.

Select Process Templates under General Settings in the left pane.
Complete one of the following to deactivate a template:
- On the Process Templates grid, select for a template with an Active state, and select Deactivate.
- Open a process template on the Process Templates grid. Select and Deactivate.