Embedding Templates

You can reuse tasks from one task template in another by embedding one template into another template. When you schedule tasks for a template, tasks for embedded templates are also scheduled.

For example, you may have two processes that are essentially the same, with some additional tasks for one of the processes. You can specify that one template embeds the second template so if you change one template, you do not need to update the other one. When you generate a schedule, it will include the tasks from the other template.

Note:

Only one level of embedding is possible. For example, if Template A is embedded in Template B, then Template B cannot be embedded in another template.

Embedded templates are task templates that are not designed to be deployed directly, but rather to be used by other templates that are directly deployed. The Manage Templates screen includes these columns to identify embedded templates:

Embedded: a list of templates that are embedded in the current template. Blank if none.
Embedded In: a list of templates that the current template is embedded in. Blank if none.

The columns are not displayed by default, but are available from the View menu.

To embed templates:

On the Home page, click Application, and then click Task Manager.
Click the Templates tab on the left.
To identify previously embedded templates, click View, then Columns, and then select Embedded In or Embedded Templates.
From the New Template or Edit Template dialog, select the Embedded Templates tab.
From the Available Templates list, select a template to embed.
Click Move to move the template to the Embedded Templates list.

Tip:

To remove a template or templates, select the template from the Embedded Templates list and click Remove or Remove All to move it to the Available Templates list.
Click OK.
Enter the necessary information in the template sections: