ALM – Templates

Templates exist in both the process definitions and exceptions options of the Automation Lifecycle plugin. Templates allow you to re-use sections of a process definition or exception as a repeatable block. For example, a login section may be used in multiple processes and using a template means you will not have to recreate the login section for each.

Export a section as a template

  1. On the Edit definition page, select the export to template icon .

    The Export to template panel slides out, showing the name and description of the section you have chosen.

  2. Update the name and description if required.

  3. Click Save.

    The section is saved as template.

Use a template in a process definition

  1. Create a definition in the normal way (see creating a business process and a new process definition).

  2. When you create a section, select Template rather than creating a new section from scratch.

  3. Select the required template from the drop-down list.

  4. Click Save to create the section of the process from the saved template.

Templates can also be used in Exceptions in the same way.