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 Deactivate to deactivate the template.
  • You can click Cancel to cancel any changes that you make to the template.
  • Edit 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 Reorder Steps 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.