Create a Workflow Template

Workflow Manager 2016

A workflow template is an ordered set of steps, grouped into workflow phases, that a workflow administrator company follows to complete a task. For example, the process your company uses to approve a software request and deploy some software could be represented by a workflow template. When a project is created, it is associated with one workflow template, and when a workflow request is created for the project, it uses that workflow template, essentially putting the template into action.

A workflow template typically includes multiple workflow phases, each with one or more workflow steps. In the image below, showing the Workflow Request page of a software request workflow, there are six phases:

Sample Workflow Template

Workflow Manager comes pre-installed with a set of global workflow templates. You can copy these and modify them as required, if they are relevant to your enterprise. Or you can create new templates from scratch.

Default Templates

Before you can submit a workflow request, you must create a workflow template by either copying a global template or creating a new template.

To create a new template:

Create one or more templates to base your workflow requests by either copying and editing an existing template or creating new ones. For more information, see the following topics:

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