Edit Business Flow Template

Edit a business flow template to add new steps, modify or delete the associated business steps.

1. Click Menu () and then click Configurations.
2. Click Business Flow Template ().
3. Under Configurations : Business Flow Templates dashboard, select the template that you want to edit from the list of templates in the left pane.
4. On the right hand pane, next to the name of template, click Edit ().
5. Edit the Name, if required.
6. To edit a business flow template:
   • Identify the business step that you need to modify or delete.
   • Click the business step and make the required changes.
   • To delete the step, click Delete Template Step
   • Click Save.
7. To add a new business step, identify the position of the new step in the flow, and then click (). In the dialog box, enter the required details and click Save.
8. Repeat Steps 6 and 7 for modifying or deleting any step and adding steps at any position in the flow respectively.
9. Click Save and wait until the Save successful message is displayed.
10. Click Cancel to return to the Configurations : Business Flow Templates dashboard.