Click the
tab.In the navigation pane, click
.Click
. The iTRAC Template Builder window displays.In the Process Details window, provide a name and description (optional) of the template and click
.Do one of the following:
Drag and drop a step from the Step Palette or an activity from the Activities pane into the Process window.
Click the New Step drop-down button in the upper left corner and select one of the following step types. Right-click
step, select and select one of the following step types.Decision Step
Mail Step
Manual Step
Command Step
Add as many steps and activities as needed to create the template.
Create transitions between each step. To create transitions, right-click the step after which you need to add transition and click
.Any step (except for the End step) might have one or more exit transition lines. A decision step must have at least two exit lines.
Right-click each final step in the template and click
.On the bottom of the iTRAC Template Builder is a message pane that lists any warnings or errors about incomplete steps during the construction.
To save your process, go to
or click button.For trademark and copyright information, see Legal Notices.