Existing workflow templates are viewed and managed from the Workflow Templates browse screen. A workflow template contains a set of steps used in one of your company's processes or procedures and is used in conjunction with a Workflow Team that identifies a group of people who can complete the steps, as well as a Routing Table if any of the workflow steps require approval.
- Click the Gear Icon in the Navigation Toolbar, and click Workflow Templates.
- In the Workflow Templates browse screen, locate a template using one of the following options:
- Scroll through the list.
- Click on the Name header to sort workflow templates in ascending or descending order.
- Click on a workflow template to display the Workflow Template Edit screen where you can review the steps in the workflow, as well as the restrictions for using the workflow.