Import Process Template

  1. To Import existing process templates of an organization, follow the below steps:
    Figure 1. Import Process Template
  2. Select the Import Type as New or Overwrite.
  3. As soon as Process Template File is uploaded the Upload button appears.
  4. Select Organization, Platform and UI Template.
  5. If the Overwrite option is selected from Point 1 then select the Process Template Name field.
  6. Click on Import.
    Figure 2. Import Process Template (Cont.)
  7. All the tasks in Process Template get imported and listed with all configurations.
  8. If a user wishes to change the configuration (e.g., Success Service Name, Task Name etc.), it is done through manage process template.
  9. Click on IMPORT.
  10. A success message box appears.
  11. Click ADD.
    Figure 3. Confirmation Message