Users with view permission to a business process log will be able to view any associated templates. The template form and properties can be edited by the owner or creator and by users with Modify Record Ownership.
Only the owner or creator of a template can delete it.
To edit a template
| 1 | In User Mode, navigate to the log of the business process for which to edit the template. Click the File menu and choose Template. The Template List window opens. |
| 2 | Select a template and click Open. The template form opens. |
| 3 | The fields, line items, file attachments, and other data are editable. You cannot change the workflow once the template has been created. |
To delete a template
In the Template List window, select the template and click the Delete button. Click Yes to confirm.
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