Activating business process templates
Activate or deactivate business process templates to make them available or unavailable to users.
Activate a business process template when you want to allow users to add instances of the business process to their contact, company, opportunity, and service request records. Before you can activate a business process template, you must have a form and a form flow specified in the template. Active business process templates cannot be modified. If you need to make changes to a business process template, you must first deactivate it.
Deactivate a business process when you no longer want it to be available to users, or when you want to make changes to it. When you deactivate a business process template, existing instances of the business process that have been added to contact, company, opportunity, or service request records are not affected.
When you create or copy a business process template, its initial status is inactive.
To activate a business process template:
The business process template is activated or deactivated.
Related links
Modifying business process templates
Deleting business process templates