Reordering Flow Templates
You need the Flow Template Admin permission to change the order in which flow templates are run in a Contract, Company, or Project Profile. For example, if three flow templates are published for a Contract Profile, and the conditions (restrictions) are the same in all three templates, you can manage the order in which the flows are applied.
Although a contract flow template is used in the screen shot below, the steps are the same for reordering company flow templates and project flow templates.
- Click the Gear Icon in the Navigation Toolbar, and click the Contract Flow Templates, Company Flow Templates, or Project Flow Templates link in the menu.
- In the Published Flow Templates screen for contracts, companies, or projects, locate the flow template you want to move in the top section of the screen.
- Click the flow template record to select it, and then drag-and-drop the template to the desired location in the numbered list. If the message displays, you are successfully moving the template.
- Click Save Template Order in the toolbar.
