Sharing a Process Template with a Group or Location

In the Process Template grid, a user assigned the Manage Process Templates permission for CASH Workflow in Security Administration can share templates in a Ready state with one or more locations assigned to a user. This option allows sharing specific process templates with specific locations. If a template is not shared with a particular location, the users in that location will not be able to run processes against the template because the template will not be available when starting a Workflow process in the CASH Suite.

  1. On the Process Template grid in CASH Workflow, select next to a template and select Share Options.

  2. Select the location(s) where you want to share the template.

    Note:
    Select Select all to select all locations. Select Deselect all to clear all locations.
  3. Select Confirm.
    Note:
    After selecting Confirm, the template will be shared with all the selected locations and will available in CASH Suite for starting a CASH Workflow process.