Select Entry Template - Define Step Map (optional)

Step 3 of the Step Policy Wizard is to associate an entry template with the selected steps of the workflow.

To select an existing entry template

  1. Click Browse/Search existing Entry Template. The Select Entry Template page appears.
  2. Browse to the object store folder that contains the entry template. The object store folder is added to the path near the top of the page and a list of folders is displayed.
  3. Click Select from Versions below the description of the desired entry template. If there is more than one entry template, a list appears.
  4. Click Select below the desired entry template version to complete the selection.
  5. Click Next to proceed to Step 4 Map Form Fields.

To create a new entry template

  1. Click Add Entry Template to launch the Entry Template Designer. See Help for Entry Template Designer for more information on creating entry templates.
  2. Complete the steps in the Entry Template Designer wizard.
  3. Click OK on the Add Confirmation page.
  4. Click Next to proceed to Step 4 Map Form Fields.

 

NOTES  

Return to Create a Workflow Policy.