Edit Embedded Template Tasks

You can now edit embedded template tasks allowing overrides on the task properties within the containing template. For example, you may define a common set of tasks that multiple groups will leverage in a gold copy or core template. The groups can embed the core template within their template and update the task properties to execute the common tasks. For example, the user assignments, task properties (like Active), and task attributes can be overridden on the embedded tasks. Any updates to the core template will automatically be made to any templates that have embedded the core template without losing any embedded task overrides simplifying maintenance of the common process.

Additionally, you can now add multiple levels of embedded templates. For example, Template A can be embedded in Template B which can be embedded in Template C.

NOTE: An embedded template’s tasks can only be edited at one level within the multilevel template. For example, Template A’s tasks can be edited within Template B but can’t be edited within Template C.

Business Benefit: This feature offers greater flexibility when defining common corporate processes which are executed across the organization.  Ongoing maintenance has been simplified as modification to the common process are automatically passed through to all groups without losing any group specific modifications.

Key Resources