Creating New Business Process Templates

Procedure

  1. Click Business Process > Business Processes.
  2. From the Business Processes screen, click a process name link.
  3. From the Rule Template List screen, select Create. Please see the note at the end of this section if you do not see a create link.
  4. In the Rule Template Builder screen, enter a template name and description in the appropriate fields.
  5. Select the required condition from the Condition Selection list and clickto add it to the Selected Conditions pane. Do the same for actions.
  6. Repeat the previous two steps if necessary, and click Save.