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Template Status

Templates with Draft status

When you open a template that is in draft status, the system displays the following toolbar options on the top right-hand section:

• Complete
• Save
• Menu Options (  )

  Auto-create

  Export Line Item Template

  Print (HTML and PDF)

  Reload

  Help

  • [BP Name] Help
  • User Productivity Kit

  Close

When you finish drafting and click Complete, the system displays the Workflow Action Details window. In this window, you can enter all the workflow information and click Save when finished. When you click Save, the toolbar options change to:

• Edit
• View Workflow
• Send
• Menu Options (  )

Templates with Complete status

When the template status is marked as Complete, the template turns into read-only mode. If you decide to edit a template marked as Complete, you can open the template and click Edit. This action changes the status of the template to Draft. In this case, the system checks to see if there is any scheduled auto-creation for the template.

If a schedule is detected, the system displays a confirmation dialog box. If you click Yes, the system changes the template status to Draft and stops the scheduled auto-creation for the template; however, the system retains the previously entered scheduled runs information.

Creating a record from a template with Complete status

When you select a completed template and click Create Record from the gear menu  , the system opens the Create New [BP name]. The fields in Workflow [BP name] Details window are populated with the workflow information that was stored at the time of drafting and subsequent completing of the template, and will open when you click Send. The toolbar options change to:

• Send
• Save
• Menu Options (  )

If you click Cancel in the Workflow [BP name] Details window to work in the Create New [BP name] window to make necessary changes, or to review the record information, you must click Send to route the record to the next step. In these two scenarios:

• The Workflow [BP name] Details window opens, but the fields will not be populated with the workflow information that was stored at the time of drafting and subsequent completing of the template.
• You must re-enter the workflow details as the system treats this instance as a one-time creation.

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Last Published Monday, August 28, 2023