Integrate

Add Templates to a Process

A process can have one or many templates added to it but must have at least one template assigned.  When creating a process, an initial template is selected to be assigned to the process. 

NOTE: A process must be inactive to add a template t it. A template must be active to add it to a process.

After the initial template is added, add templates by either:

  • Clicking Add on the Process Templates page

  • Navigating to the Vertical View of the Process page, clicking the Templates toolbar button, and then clicking Add on the Process Templates page

NOTE: When a template is added to a process, Integrate adds the loops for the template automatically to the ProcessTemplate Loop page.

When posting multiple templates for one process post, Integrate processes templates in ascending priority order,

To add a template to a process:

  1. Select Categories from Navigation pane.
  2. Click the Processes icon for a category.
  3. Click the Templates icon for a process.

  4. Click Add.

    View the field descriptions for the Process Templates page.

  5. Enter a value in PRIORITY.

    NOTE: When adding the template, the priority set for each template determines the order the template is posted. Templates are processed in ascending priority order.

  6. Select a template from the TEMPLATE ID list box.

    NOTE: The Template ID list box is limited to templates of the same Type (Synchronous or Asynchronous) as the template selected when the process was created.

  7. Click Save; the Process Template Loop page displays for the newly added template.
  8. Configure the process template loops for that template.

Refer to the section describing each template type for more information about configuring process template loops.