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Create a business process template

You can create a template for any business process for which you have at least “view user records” permission.

To create a template

In User Mode, open to the log containing the business process for which you want to create the template.

In the Navigator, select the business process.

Click the File menu and choose Template. The Template List window for that business process opens. The window displays any templates that have been created for the selected BP.

Click the New button. The Properties window opens.

Use the information in the table below to fill in the General tab.

In this field:	Do this:
Name	Enter a name for the new template.
Description	Enter a description of what this template is used for.
Workflow	Select the workflow that should be used for the BPs that will use this template.
Refresh auto-populated and calculated fields on record creation	(This option will appear for simple type business processes only) Select this check box if the values in the fields that are auto-populated and calculated should be refreshed whenever a record is created from this template. If this simple type BP contains fields that are being auto-populated from the attribute form of the current or any parent shell in the hierarchy, or from a single-record business process in any parent shell in the hierarchy, you can refresh these values so that this new record contains the latest data.
Copy Linked Records	Select the check box if you want to copy any linked records whenever a record is created from this template.

Note: Although the Schedule tab is visible, it is disabled until you have changed the status to Complete. At this point, you can use this template to manually create BP records; however, if you want to schedule automatic creation, you must first change the template status to Complete.

Click OK.

Primavera Unifier adds the template to the Template List with a status of Draft and opens the form as it would in the create step of the workflow. This form will be used as the template.

Enter any information into the template form that you want to include in the records that you create from it.

You can add line items as needed. You can also add file attachments, which will be attached when a record is created from the template. This includes attachments to the record itself and attachments to line items.

You can also add linked records, linked uMail, and general comments to the template, but these will not be included in the records created from this template.

Click the Save button at the top of the form.

Primavera Unifier saves the template in Draft mode, and the window remains open. You can use the template at this point to manually create BP records; however, if you want to schedule automatic creation, you must first change the template status to Complete (see the following procedure).

Oracle Corporation