Save template favorites

Save commonly used templates to a favorites palette so they can be quickly accessed and used.

Procedure

1. Open the New Process from Template, New Operation from Template, or New Activity dialog box.

2. Select the template using one of the following methods:

For processes and operations, type a Template ID value on the Choose Template tab. The template ID is the process ID or operation ID of the process or operation being cloned.

For activities, specify an Operation ID value for the operation where the activity occurs on the Find Template tab, then select the Operation Revision and Activity as a basis for the template.

Note You may also use the Find by Name or Find by Class buttons to find the template in the database.

3. Click Add to Favorites.