Copying and Pasting a Custom Template

You can copy a custom template and paste it into another business rule.

The rule into which you copy it must belong to the same plan type. For example, you can copy a custom template from a rule in a Plan1 plan type in a Planning application to another rule in a Plan1 plan type in a Planning application, but not to a rule in a Capital Asset plan type.

To copy and paste a custom template, do one of the following:

• Expand the Templates node, then right-click the template, then select Copy to, then enter the requested information in the Copy To dialog box, and then click OK.

• In the flow chart of a business rule, right-click the template to copy, and then select Copy. Open the business rule where you want to paste the template, right-click in the flow chart of the business rule, and then select Paste.