This topic describes one way of using templates while configuring processes.
Use the below procedure to create a template based on one or more steps of an existing process.
Tip: You can also create a template based on an entire process. Or you can export and import process step settings without creating a template.
Using the XBOUND Management Center, open a console containing the Process Designer.
Under , click the desired process.
In the area, use your mouse to draw a box around the steps to be included.
Alternatively, to exclude the process rules connecting the steps, use to multi-select the process steps.
Right-click any of the selected items and select . The dialog is displayed.
Type a name for the template.
Optional: Type a description to help you remember details. The description is displayed when you point to a template with the cursor.
Tip: To edit a description, right-click a template and select .
Select a group to save the template in.
Tip: You can create new groups and move templates between them afterward.
Click .
If the following are found, the wizard prompts you to select whether to include them:
Security settings (rights) defined for process steps and document types (not process-level security settings)
Note: Security settings are only useful when the template is used in the same system. If you export a template, import it into another system, and then use it to create a process (or part of a process) in the other system, you must then adjust the rights in that process.
Click .
Templates are displayed in the right pane on the tab.
Tip: To find out which process was used to create the template, right-click a template and select . In the title of the dialog, the name of the original process is shown in parentheses.
Adding process steps from a template
Using templates while configuring processes