Existingworkflow templatesare viewed and managed from the Workflow Templates browse screen. Aworkflow templatecontains a set of steps used in one of your company's processes or procedures and is used in conjunction with aWorkflow Teamthat identifies a group of people who can complete the steps, as well as aRouting Tableif any of the workflow steps require approval.
Click theGear Iconin theNavigation Toolbar, and clickWorkflow Templates.
In theWorkflow Templatesbrowse screen,locate a template using one of the following options:
Scroll through the list.
Click on theNameheader to sort workflow templates in ascending or descending order.
Click on a workflow template to display theWorkflow Template Editscreen where you can review the steps in the workflow, as well as the restrictions for using the workflow.
From this screen, you can alsoeditanddeletethe workflow template.
Toadda new workflow template, or make acopyof an existing template, clickNewin the toolbar of the Workflow Templates browse screen.