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Version: On-Premise 2.1

Managing your Templates

note

The treatment here is very brief. Manipulating templates require familiarity with the Workflow Designer where their management is covered in detail.

From the Main Menu, open the Templates entity. You will see a list like this:

Templates_Main.png

  • For a new system you are presented with a catalog of pre-installed folders and templates. Notice that the last item, Security, contains subfolders.
  • The icons and drop-down action lists are functionally the same as those for workflows.
  • Moving and copying templates follows the same patters as workflows. Copying to a new folder by export import works as expected. You will also need to validate an imported template through the Workflow Designer.
  • In an existing system, your own templates will appear in the catalog under your own folders.
  • The icons and drop-down action lists are functionally the same as those for workflows.
  • Moving and copying templates follows the same patters as workflows. Copying to a new folder by export import works as expected. You will also need to validate an imported template through the Workflow Designer.