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Template Management List and Operations

The Template Management list interface displays process templates for users, providing functions such as search, create, edit, export, multilingual I/O (multilingual export/import), batch operations, extended configuration, process initiation, and view associations.

Template Management List and Operations

Figure 3.4–12 Template Management List and Operations

Operations Overview​

a) Template Search: Supports fuzzy and exact queries by conditions such as title, name, and template ID.

b) Create: Click on the "Create" button on the upper right corner to create a new process template.

c) Edit: Click on the "Edit" button on a particular template to modify the design.

d) Multilingual I/O:
This feature allows you to edit process templates in Excel by exporting them locally, making changes, and then re-importing.

Multilingual I/O Process:​

  1. Export Process:

    • Select the desired process templates from the list
    • Choose the target language from the dropdown menu on the Multilingual I/O button (only supported languages will be displayed)
    • The system will generate an Excel file containing the selected templates

  2. Import Process:

    • After editing the file locally, click "Import" to upload the updated Excel file
    • The system will automatically update the corresponding process templates with the modified design for the selected language

e) Batch Export: Disabled by default. Enable by selecting process templates in the template list to export selected templates in compressed format (ZIP).

f) Batch Delete: Disabled by default. Enabled when selecting process templates for deletion.

g) Batch Disable: Disabled by default. Check process templates to enable disable function.

h) Batch Publishing: Disabled by default. Select templates in pre-publish status to batch publish.

i) Batch Modify Permissions: Disabled by default. Select templates to batch modify permissions (usage/maintenance/read).

j) Initiate New: Available after template is published. Click to start new process from template.

k) Copy: Duplicate selected template with identical content settings.

l) Export: Export single template in compressed format (ZIP).

m) Disable: Disable selected template (won't appear in initiation views).

n) Delete: Permanently remove selected template.

o) View Associations: View data relationships for the template.