Adding a Template

Overview

The process template page is where a workflow process is defined and edited. Tasks, decisions, gates, phases, stop, and end points can be added to create a workflow.

Add a Process Template

  1. Select Process Templates under General Settings in the left pane.

  2. Select .

  3. Select the appropriate line of business.

  4. Complete the Process Properties pane. Enter a name for the process.
    • The name cannot exceed 100 characters.

    • The name must be unique.

  5. Create the workflow diagram by adding tasks, decisions, gates, phases, and/or stops. Connect the elements by dragging arrows from one element to another element.
    Note: Tasks, decisions, and gates must be connected by at least one inbound and one outbound links (arrows). Stops must be connected by at lease one inbound link.
    • Task: Add a task by completing one of the following and completing the Properties pane. For Help information, select Task.
      • Select and drag to the diagram.

      • Select and select New Task, a custom task if available, or a default task if available.

    • Decision: Add a decision by completing one of the following and completing the Properties pane. For Help information, select Decision.
      • Drag to the diagram.

      • Select and select New Decision or a default decision if available.

      • Select and select Manage Library. Select a task from the library.

    • Gate: Drag the to the diagram and complete the Properties pane. For Help information, select Gate.

    • Phase: Drag to the diagram and complete the Properties pane. For Help information, select Phase.

  6. Correct any errors. For Help information, select Errors.

  7. Select and Activate to activate the template so it is available to use in a workflow process. Templates can also be activated later on the Process Template grid. For Help information, select Activating/Deactivating a Template.

  8. Select Save to save the changes.