Creating a BP Record from a Template

If you have created a business process (BP) template for a BP, you can manually create BP records by copying a BP template.

Creating a BP record from a template is similar to copying an existing BP record. Any values in any of the form fields on the template (either manually entered or auto-populated) are copied to the new record. The line items, file attachments, and attachments to line items are also copied. However, the other attached information, such as general comments, linked records, and linked Mailbox, are not copied to the new form.

Notes:

When you create a BP record manually by using a template, the users who have been removed from a group, or the users who have been newly added to a group, are not displayed in the Workflow page.
If the value in a BP picker does not meet the filtering conditions that have been configured for the BP template, the system displays an error message and does not create the record.

To create a BP record from a BP template:

Go to the shell tab, and switch to User mode.
In the left Navigator, select a BP that you want to use.
From the toolbar, select Actions, and select Create From Template option (available only for all Workflow type BPs) to open the template list (<BP NAME> Template List) log.
This page displays a list of templates, if available. In this page, the right pane has the following tabs:
- General tab
- Schedule tab
Simple-type Business Processes: The system enables the Refresh auto-populated and calculated fields on record creation checkbox option if you use the Create From Template option to create a template.
From the toolbar, select Create, and enter values for the following fields in the General tab:
- Name
- Description
- Workflow
- Copy Link Records
In the General tab, enter a name for the BP template (in the Name field), and select a workflow (from the Workflow field drop-down).

If the BP has only one workflow, the system selects that workflow automatically.

If the BP has more than one workflow, a list of the workflows appears in the Workflow drop-down list field.

The Cancel option lets you abort creating the template, cancel the changes, and reload the previous template properties.

The Create option lets you save the template changes.

For information about the Schedule tab, see below for more information.
When finished, select Create.
The new template is displayed in the page.
Select the template from the list, and select Open (by using the gear menu [] or by double-clicking the template).
The BP form opens (Template - <BP NAME>). The data is populated based on the template. You can modify the data or enter additional data, where allowed. After you are finished, you can select Save to save the template.
When the BP is ready to move to the next step, select Complete to send the workflow to the next step.
Note: You can save the record by selecting Save, which saves a draft of the record but does not affect the template.

You can double-click the newly created template (or an existing template) to open it for viewing.

If you have created a BP template for a BP, you can manually create BP records by copying the template. For instructions on creating BP templates and scheduling BP creation, see Creating BP Templates and Scheduling BP Creation.

The template list (<BP NAME> Template List) log or page contains the following toolbar options:

Create
Find on Page
Delete
You can select (Ctrl+click) multiple templates and delete them at the same time.

The template list (<BP NAME> Template List) log or page contains the following columns:

Name
Description
Workflow
Status
Scheduled
Creator

If there are templates created for the BP, select a template, and select Open (gear menu ). The BP form opens. The data is populated based on the template. You can modify the data or enter additional data.

If there are no templates created for the BP, the "No Templates are available" message is displayed. In this case, you must create a template as described below:

Double-click a template to open it for viewing.
Select Save to save updates to a newly created template.

The options available for gear menu are context-sensitive, based on the status of the template. The following gear menu () options are available for the items in the template list (<BP NAME> Template List) log or page:

The following options are displayed when the template is in Draft status:

Open
Create Record
Delete

The following options are displayed when the template is in Complete status:

Open
Create Record
Delete

The following option is displayed when multiple templates, regardless of status, are selected:

Delete

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