Creating a new process based on a template

This topic describes one way of using templates while configuring processes.

You can avoid having to configure similar processes over and over again. Use the below procedure to create a new process based on a previously created template. Any and all of the following settings from the template are automatically included in the new process:

• Process steps

• Process rules

• Process step extensions

• Process step filters

• Document types

• Security settings (rights)

  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.

• Design comments

• Process-level parameter sets

• Process-level counters

Tip: You can also copy processes between clients.

To create a new process based on a template

1. Using the XBOUND Management Center, open a console containing the Process Designer.

2. Optional: Create a new client.

3. In the right pane, click the Templates tab.

4. Right-click a template and select Create new process from template.

5. Select a client and click OK.

6. Save the process by clicking the Save button:

   

7. Edit the process as desired.

Related topics

Creating a template based on an existing process

Creating a template based on process steps

Using templates while configuring processes

Creating a process

Configuring an XBOUND process: Overview

Processes: Overview

Setting up XBOUND: Overview