› AutoStore › AutoStore Process Designer › Using AutoStore Process Designer › Working with configurations › How to use a template to create a new configuration

How to use a template to create a new configuration

Process template files stored in the AutoStore template directory appear on the New and Add menus on the Home tab of the Process Designer ribbon. A template in a subfolder in the template folder appears on a cascading menu on the New and Add menus using the hierarchy of subfolder names.

The default template directory is specified by the Template Directory option in the Options dialog box. To verify or change the default template directory used by AutoStore Process Designer, click the File tab on the ribbon, and then click the APD Options button. For more information, see Options.
  1. On the Home tab of the ribbon, click to expand the New menu.
  2. On the New menu, click the configuration you want to use.
    You may have to expand a cascading menu to find the template name.
    Completing this step opens the template in AutoStore Process Designer.
  3. On the Home tab, click the Save menu, and click Save as.
    This opens the Save As dialog box.
  4. In the Save As dialog box, browse to the folder where you want to save the configuration.
    The customary location for configuration files is in the AutoStore application folder.
  5. In the File name box specify the name for the configuration file, in the Save as type box click CFG Configuration (.cfg), and then click the Save button.
This creates a new configuration file with all of the tasks and settings of the configuration template.