In addition to editing shells that you have permissions for, you can view all Custom Print Templates and define them at the shell level. Once you choose a shell template in the Company Workspace tab, you must select the Details icon in the upper-right corner of the dashboard. In the Details window, a Custom Print Template tab is available.
The Custom Print Template tab contains a short description detailing its functionality and an Add Selective Custom Print Templates checkbox. The checkbox is unchecked by default, which means every template that is available for BPs is available at run-time. If the checkbox is checked, then only the selected templates are available at run-time.
Note: For further explanation of the checkbox, hover your cursor over the Question Mark icon next to the checkbox.
Upon checking the checkbox, a grid is displayed with Add Custom Print Template and Find on Page options. When you select Add Custom Print Template, a new window is displayed where you can select a Business Process from the dropdown.
After you choose a BP, you can select the custom print templates that you want to add in the shell. The options for custom templates include all Published and Legacy templates.
Once you select one or more templates, you can add them to the Selected Items list by clicking the Right arrow. If you want to remove a template from the list, select the template and click the Left arrow. After selecting Save, the Add Custom Print Template window is closed and the chosen templates are displayed in the previous grid.
To delete a newly added template, select the Trash Bin icon in the far right column of the grid. To find a specific template, select the Find on Page option.