Managing Workflow Templates
Workflow Manager 2020
This section describes how workflow administrators can create and manage workflow templates.
| • | About Workflow Templates |
| • | Creating a New Template |
| • | Creating Templates That Use Conditions |
| • | Deleting Components of a Workflow Template |
| • | Defining Specialized Data Elements, Workflow Phases, and Workflow Steps |
| • | Defining Automated AdminStudio Integration Workflow Steps |
| • | Selecting the Email Templates to Send at Step Initiation, Completion, Update or Rollback |
| • | Assigning Permissions and Notification Settings on a Workflow Template |
| • | Previewing a Template |
| • | Validating a Template |
| • | Viewing the Template Report |
| • | Viewing a Summary of the Template |
| • | Updating a Template |
| • | Editing a Template That is in Use |
| • | Copying a Template |
| • | Deleting a Template |