Template Administration Page

Workflow Manager

The Template Administration page lists all workflow templates defined in the system. You can view this page by clicking Templates on the Administration menu.

On the Template Administration page, you can:

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Update or delete a template—Drill through to a page showing the details of a single template, where you may either update (see Editing a Template That is in Use) or delete (see Deleting a Template) that template.

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Create a new template—See Creating a New Template.

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Copy an existing template—See Copying a Template.

Template Administration Page

The Template Administration page lists the following template details:

Template Administration Page Properties

Property

Description

Template name

A unique identifier for the template.

Data sections

The number of data groups defined for this template.

Workflow phases

The number of phases defined for this template.

Created

When this workflow template was created.

Last updated

When this workflow template was last modified.

Updated by

The account name of the person who last modified the workflow template.

Library

The state of the template. One of:

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Global—Global templates are those installed with Workflow Manager to serve as examples for you to copy and use. They cannot be modified, and you cannot assign a Global template to a project.

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Private—A Private template is one that a template administrator created, either starting from scratch or by copying and modifying a Global template, but which has not yet been assigned to a project or used to create a workflow request. You can assign a Private template to a project, and it is fully editable.

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In use Via Project—An In Use Via Project template is a Private template which has been assigned to a project, but which has not yet been used to create any workflow request.

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In use—The status of an In use Via Project template changes to In use as soon as a workflow request is submitted for one of the template’s projects. You can update some of the template fields for such templates, but cannot edit others.

Note:A template which is in use can only be partially modified. See Editing a Template That is in Use for a description of what can and can’t be updated. If you do update such a template, all workflow requests created using this template will also be updated.

Workflows

The number of workflow requests created using this template.

Status

Identifies the template as either Active or Inactive.