Creating a new template
Use the option to create a new public or private template. The template details page is displayed where you can start building a template to meet your requirements.
Use these template properties to define the template parameters:
| Property | Description |
|---|---|
| Name | Specify the name of the template. |
| Description | Specify the description of the template. |
| Privacy | Specify the privacy level of the template. |
| Lock Stream Instances | Select to lock the stream instance steps from being modified from the template steps. |
| Status |
By default, the status is New until you save the template. The status changes to Not Active when you save the template. The status changes to Active when you activate the template. |
| Template Owner | When you create a template, you become the template owner. If you require other Infor Ming.le users to own the template, you can add more template owners to the template. |
| Stream Owner | Specify Infor Ming.le users, Infor Ming.le groups, and IFS distribution groups to own and start the stream instances of this template. |
| Internal Participants | Specify Infor Ming.le users, Infor Ming.le groups, and IFS distribution groups only to participate in the stream instance. |
| External Participants | Specify only the email IDs of the users. |
| Due In | By default, 30 days. You can specify the Due In time in Hours/Days/Weeks/Months or Years. |
| Tags | Tags are single words to be indexed for searching. |
Click to save the template. After saving, an option is displayed so that you can activate the template. An option is also displayed so that you can add one step at a time to the template. To create a stream instance from this template, the template must have an active status. After you activate the template, a option is displayed so that you can deactivate the template.