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"Copying Templates" on page 129
"Deleting Templates" on page 129
Viewing/Editing Templates
1 In the Navigator, click iTRAC Administration > Template Manager.
2 Select a template and click View/Edit. The Template Builder displays.
Copying Templates
One way to create a new workflow template is to copy one of the default templates and modify it.
1 Click the iTRAC tab.
2 In the Navigator, click iTRAC Administration > Template Manager.
3 Select a template and click Copy. A Template Builder with the copied template displays.
4 Provide a new name, then save and edit the template as needed.
Deleting Templates
Even if you delete a template, any instantiated workflow processes that are based on that template
still completes normally.
1 Click the iTRAC tab.
2 In the Navigator, click iTRAC Administration > Template Manager.
3 Select a template and click Delete.
6.5 Steps
Steps are the basic components of a template. Every template must have a Start step and an End step.
The Start step exists by default. You can also add the following types of steps to a template:
Section 6.5.1, "Start Step," on page 130
Section 6.5.2, "Manual Step," on page 130
iTRAC Workflows 129
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