Template details
Use this feature to view the details of a particular template.
Click a template on the Template Home page for which you want to view details and steps associated with the template:
- If you are the template owner, you have authorization to edit and delete the template; otherwise, you have a read-only view of the details.
- Before you can edit or delete a template, you must click to deactivate the template.
- You can click to cancel any changes that you make to the template.
- is displayed next to each step so that you can edit the step details or delete the step.
- Any changes that you make to the template details or to the steps affect only the future stream instances that are created from the template.
- The template owner can reorder or rearrange the steps of the template by using the option.
- Stream owners of the template are displayed under the Stream Owners section on the left panel.
- Internal participants of the template are displayed under the All Participants section on the left panel.
- Attachments of the template are displayed under the Attachments section on the left panel.
- All the steps of the template are displayed under the Steps section on the right panel.