Template Properties View

Workflow Manager 2017

On the Properties tab of the Template Details page, which is displayed when the Template Name is selected, you can set general properties for the entire template.

Template Properties View on the Template Details Page

The Template Properties view includes the following properties and options:

Template Properties View

Option

Description

Name

The information displayed in the Name field depends upon whether you are adding or editing a template and whether or not you are editing a Global or Private template.

• Creating a new template—Enter a unique name for this new template.
• Editing an existing private template—You can edit the template name.
• Viewing a global template—You can view the template name, but you cannot edit it.

Folder

Specify a location, relative to the wwwroot subfolder of the folder to which Workflow Manager is installed, for files used by the template. It is the folder on the Web server that will contain Data help files and Workflow instruction files.

Status

Select one of the following options:

• Active—Choose to make this template available for selection when creating a new project.
• Inactive—Choose to make this template unavailable for use.

Note • If you are creating a new template, this option is not displayed until after you click the Create button.

Global Template

Select the Yes option if you want to create a Global template.

• Global templates serve as example templates that can be copied and used, but cannot be modified.
• Global templates cannot be assigned to a project.
• Global templates have the word Global listed in the Library column on the Template Administration page.

Note • For more information, see Template Library Types: Global, Private, In Use Via Project, and In Use.

Create

When creating a new template, click to proceed with template creation. When you are editing an existing template, this button is labeled Update.

Save

Click to save any edits you have made. When creating a new template, this button is labeled Create.

Delete

Click to delete this template.

Caution • If you delete a template that is in use, all of its associated projects and workflow requests will also be deleted.

About Editing a Template That is in Use

After a template has been used to create a workflow request, you will no longer be allowed to update all of that template’s details. See Editing a Template That is in Use for a chart that lists what may and may not be updated in an in-use template.

See Also

Managing Workflow Templates

Creating a New Template

Creating Templates That Use Conditions

Workflow Manager 2017 Help Library (Updates 1 and 2)

3 September 2018

 Copyright Information | Flexera Software

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