You can convert existing step(s) into an activity step template rather than creating the template manually.
- In the Activity Table, select the activity that contains the step(s) you want to convert to a template.
- Display Activity Details.
- In the Steps tab of Activity Details, ctrl-click to select the steps.
- Right-click on the selected steps and choose Create Template.
- In the Create Template dialog, enter a unique name for the template. You can also add UDFs assigned to the selected steps to the activity step template.
The steps and their associated name, description, weight, and UDFs (if selected) are added to the new template.
Notes
- The Activity Step Templates dialog box does not open after you convert the steps to a template. To view the template choose Enterprise, Activity Step Templates.
- The module automatically updates step UDF information in activity step templates when a step UDF is added, deleted, or modified in the User Defined Fields dialog box.