Creating a BP Template

You can create a template for any business process for which you have at least "view user records" permission.

Note: Since draft option is not available for non-workflow business process records, and draft option is essential in storing a business record template, you can only create a template for a workflow business process record.

To create a template

  1. In User Mode, open to the log containing the business process for which you want to create the template.
  2. In the Navigator, select the business process.
  3. Click the Actions menu and choose Create From Template. The Template List window for that business process opens. The window displays any templates that have been created for the selected BP.
  4. Click the Create button.
  5. Use the information in the table below to fill in the General tab in the right pane.

    Note: Although the Schedule tab is visible, it is disabled until you have changed the status to Complete. At this point, you can use this template to manually create BP records; however, if you want to schedule automatic creation, you must first change the template status to Complete.

  6. Click Create.

    The system adds the template to the Template List with a status of Draft and opens the form as it would in the create step of the workflow. This form will be used as the template.

  7. Enter any information into the template form that you want to include in the records that you create from it.
  8. You can add line items as needed. You can also add file attachments, which will be attached when a record is created from the template. This includes attachments to the record itself and attachments to line items.

    You can also add linked records, linked Mailbox, and general comments to the template, but these will not be included in the records created from this template.

  9. Click the Save button at the top of the form.

    The system saves the template in Draft mode, and the window remains open. You can use the template at this point to manually create BP records; however, if you want to schedule automatic creation, you must first change the template status to Complete (see the following procedure).

In this field:

Do this:

Name

Enter a name for the new template.

Description

Enter a description of what this template is used for.

Workflow

Select the workflow that should be used for the BPs that will use this template.

Copy Linked Records

Select the check box if you want to copy any linked records whenever a record is created from this template.


Last Published Monday, August 28, 2023