Managing Templates

After creating a template, you can modify, copy, delete the Template.

To view/edit an Existing Template:

  1. In the Navigator, click iTRAC Administration > Template Manager.

  2. Highlight a template and click View/Edit. The Template builder displays.

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One way to create a new workflow Template is to copy one of the default Templates and modify it.

To copy a Template:

  1. Click the iTRAC tab.

  2. In the Navigator, click iTRAC Administration > Template Manager.

  3. Highlight a template and click Copy. A Template Builder with the copied template displays.

  4. Enter a new name, save and edit the template as needed.

Even if you delete a Template, any instantiated workflow processes that are based on that Template still completes normally.

To delete a Template:

  1. Click the iTRAC tab.

  2. In the Navigator, click iTRAC Administration > Template Manager.

  3. Highlight a template and click Delete.