Download the Template to Modify Your Rules

This task shows you how to download the template when you've already defined approval rules and want to add more rules or modify the existing rules.

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 link to your previously defined template in the Last Successful Upload column.
5. From the dialog box, select the required template.
6. Save the template to your local computer.

Note: In the downloaded template, don't delete any existing rules unless the rule is no longer required. Each time you successfully upload the rule template, the new version completely overrides the existing rule template for the workflow.