Download the Rules Template for the First Time

This task shows you how to download the predefined Asset Transactions Approval Rule Creation template when you initially create your rules:

The rule template contains examples of an approval business case to show how to manage workflow rules using the rule template.

1. In the Setup and Maintenance work area, search for the Manage Workflow Rules in Spreadsheet task.
2. Click the Manage Workflow Rules in Spreadsheet link.
3. In the Rule Templates section of the Manage Workflow Rules in Spreadsheet page, select the Asset Transactions Approval workflow row.
4. Click the Download File icon. The Download Templates dialog box appears.
5. From the dialog box, select the required template.
6. Save the template to your local computer.

If you receive a message stating that macros are blocked, follow these steps to enable macros:

1. In Microsoft Excel, click File > Options > Trust Center.
2. Click Trust Center Settings.
3. Click Trusted Locations.
4. Select the Allow Trusted Locations on my network option and then click Add new location.
5. Add the network path to the trusted location where the simplified rule spreadsheet template is saved.