Creating Workflow templates

1. From the Manage ribbon, select Workflow Templates
2. The Templates window appears, listing all existing Workflow templates.

   The Workflow templates dialogue box can be configured to display Workflow details in both the list and view panes.

   See List panes and view panes.

3. Right-click and select New Template.

   The New Template window appears.

   • Template General tab - complete the required fields.

     See Workflow template General tab.

   • Template Documents tab - displays working and reference documents attached to the Workflow template and enables you to set the defaults for new documents/records for the Workflow template.

     See Workflow template Documents tab.

   • Template Options tab - displays and enables you to set other functional defaults.

     See Workflow template Options tab.

   • Template Additional Fields tab - displays all Additional Fields that can be selected to attach to the Workflow template. See Workflow template Additional Fields tab.
   • Template Notes tab - enter information regarding the Workflow template, if needed.

     Use the user stamp to identify your notes.

     See Workflow template Notes tab.

   • Template Other Notes tab - select template Activity notes you want to view.

     See Workflow template Other Notes tab.

   • Access Controls tab - Access Controls for the Workflow template.

     See Workflow template Access Controls and Copied Access tabs.

   • Copied Access Controls tab - controls about how template access controls are passed on to Workflows.

     See Workflow template Access Controls and Copied Access tabs.

4. Click OK
5. Create new Activities for the Workflow template.

   See Creating Workflow template Activities.

For related information, see Record Type Workflow/Action page for details about setting Workflow defaults for record types.

Related information