Working with Workflow templates

1. On the Manage ribbon, click Workflow Templates
2. Right-click for the options specific to Workflow templates:
   • New Template - create new Workflow templates.

     See Creating Workflow templates.

   • Copy Template - copy a selected template to modify it and create a second one based on the first one.

     See Copying Workflow templates.

   • Open With Workflow Editor - open and modify the selected Workflow template.

     See Modifying Workflow templates.

   • Lock / Unlock - locks and unlocks the Workflow template.

     Available only for users with user type Administrator with appropriate permissions.
     See About Workflow and Action tracking permissions.
     You cannot change a Workflow template that is locked.

   • Security and Audit - for the security and audit functions:
     • Security/Access - to set access permissions for the template or edit security levels or caveats on templates.

       See Security/Access command.

     • Copied Access Controls - controls about who can copy the Workflow template
     • View Rights - displays the security details like permissions and Access Controls for the template and the current user.
       See View Rights command.
     • Active Audit Events - to view the movement history or any other events or functions that have been performed on the template. See Viewing active audit events for a record.
   • Delete - delete the selected Workflow template.

     See Removing Workflow templates.

   • Send To - for the commands:
     • Print Report - to print the template metadata details. Nominate a report layout for printing.
     • Print Merge - to select the data to send to a print merge file
     • Export XML - to export the template details to an .xml file
     • Favourites - adds the template to your list of favourite templates
   • Properties - see Creating Workflow templates