Process Templates Page

An administrator can access the Process Templates page by selecting Manage and Process Templates. This page displays a grid of all the process templates with status, context, duration, and a count of active processes.

  • Sort: Select a column heading to sort the grid.

  • Search: Enter a search term in the search box to search for a template.
    Note: The last term searched during a session will be remembered. Select x in the Search box to clear the last saved search and show all items in the list.

  • Workflow and Properties: Select a process template to view the template's workflow and properties.

  • Add: Select + Add New to add a new template.

  • Test: Test a template by hovering over a template, selecting and Test Process.

  • Export: Export a template by hovering over a template, selecting and Export. The template will be exported as a json file.
  • Importing: Import a template by selecting at the top of the Process Templates grid and selecting the appropriate json file.