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Copying business process templates

Copy a business process template when you want to create a new template from an existing one. When you copy a business process template, all details from the template are copied, including the form, steps, attachments, entry criteria, entry actions, and exit actions.

To copy a business process template:

  1. Navigate to the Customize workspace.
  2. Click the Business Processes tab.
    A list of business process templates displays.
  3. In the list, click the Action button for the template that you want to copy, then select Add Copy.
    The Add Business Process Template dialog opens.
  4. Modify your desired business process template information in the DetailsSteps, and Attachments tabs.
  5. Click OK.
    The Add Business Process Template dialog closes.

The business process template is copied. You can now modify the copied template and make your desired changes.

Copied business process templates are inactive by default. You must activate the template before it can be used.

Modifying  business process templates
Activating  business process  templates