Configuring an operation template

After you have created an operation template, you can configure the operation template using the layout screen which provides a graphical drag-and-drop interface. See, Layout Configurator.

To configure an operation template:

  1. Select Configuration > Workflow > Operation Templates. The Operation Templates screen is displayed.
  2. Select a record and click Layout. The Layout screen is displayed.
  3. Configure the operation template’s parameters. See, Configuring parameters.
  4. Configure the operation template’s actions. See, Configuring actions, phases, and operations.
  5. Configure the operation template’s transitions. See, Configuring transitions.
  6. Click Save.