Apply a Workflow Template

The Template button group on the Insert tab of the workflow designer provides several predefined templates as a starting point for creating your flow diagram.

When you choose a template, the elements and connectors associated with that template are added to your diagram. You can add and remove elements to further customize your workflow, then edit element attributes to meet your business needs.

1. From the Template group of the Insert tab, hover over a template button to see it previewed on the canvas.
   • New vs. Edit—This template directs staff members to one workspace if they are creating a new incident and to a different workspace if they are opening an existing incident. See New vs. Edit Workflow Template.
   • Add Task—This template displays an incident in a workspace and then automatically creates a new task for the incident. See Add Task Workflow Template.
   • Copy Incident—This template displays an incident in a workspace, and then copies the incident, sets fields in the copy, and displays the copy in another workspace. See Copy Incident Workflow Template.
   • Create Contact—This template checks whether an open incident is associated with a contact record. If no contact is associated, it automatically creates a new contact for the incident and sets contact fields before displaying the incident in a workspace. See Create Contact Workflow Template.
2. Click a template button to add the template to the canvas.
   A message opens warning you that selecting a template will overwrite the existing content on the canvas.
3. Click OK.
   The template is inserted in the diagram.
4. Select each element and edit its attributes. See How You Design a Flow Diagram.
5. Click Save.