Step Templates Page

Overview

Use this page to add and configure step templates.

Screen Elements

 Add (Ins) button

Creates a new entry in the current table.

Full Screen

Expands the current work area so it fills the entire display.

Print

Prints the current page, table, chart, or item.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Row Actions menu

Add: Creates a new item.

Delete: Removes the selected item permanently.

Copy: Copies the selected item.

Paste: Pastes a previously cut or copied item into the selected position.

Move Up: Moves the selected item up within the same level in the hierarchical arrangement.

Move Down: Moves the selected item down within the same level in the hierarchical arrangement.

Template Name field

The name of the activity step template.

Step Count field

The number of steps assigned to each template.

Download

Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.

Steps detail window

See Steps Detail Window of the Step Templates Page.

Getting Here

To access enterprise data:

Click Administration.
On the Administration navigation bar, click Enterprise Data.
On the Enterprise Data page, expand Activities and click Step UDFs.

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