Templates

Owned by Hannah.Dela
Feb 29, 2024
2 min read

At the bottom of the workflow details pane, you'll find the Template button. Clicking it will display a list of available templates:

image-20240131-041258.png

 

After selecting a template, a confirmation popup will appear. Click "Yes" to proceed and add the template to the current workflow configuration.

image-20240229-035105.png

 

Once confirmed, the template will update the workflow definition with default DRAFT, SUBMIT, and APPROVE tasks.

Below are the tab configuration results of using the default template DRAFT, SUBMIT, APPROVE

  • Roles

 

  • Levels

 

  • Tasks

 

  • Process Flow

 

  • View Variables

 

  • View Control

 

  • Requirements

 

  • Notifications