Configure step templates to add, delete, or arrange the steps assigned to a template.
To configure a step template:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Activities and click Step Templates.
- On the Step Templates page, select a template.
- In the Step Template detail window, you can add, delete, or arrange steps.
- To add steps, click Add.
- In the Step Name field, double-click and type a name.
- In the Description field, double-click and type a brief narrative about the step.
- In the Weight field, double-click and type a weight value.
- To delete steps, click Row Actions and select Delete.
- To arrange steps, click Row Actions and select Move Up or Move Down.
- To add steps, click Add.
- On the Step Templates page, click Save.