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3.4.1-create-template

3.4 Template List​

3.4.1 Create Template​

  • Example scenario: Under the "HR Tasks – Business Travel" category, create a process template named "Employee Business Travel Request."

  • Prerequisite:
    The "Create" feature supports creating a blank template or directly using a template synchronized from the Template Store. To use a template from the Template Store, you must first enable the "Process Management" switch in the Template Store.

  • Instructions:

    a) Under the corresponding template category, click "Create" in the upper right corner.

    b) Create Template Settings Page:
    i. Template Name: Name the process template "Employee Travel Request."
    ii. Template ID: The unique identifier of the template. The code is automatically generated upon creation and can be modified.
    iii. Table Name: The name of the main form table, automatically filled and editable.
    iv. Template Icon: Configure the template icon using built-in system icons.
    v. Category
    vi. Template Status: Defaults to "Draft." After the template is published, the status changes to "Published." When the template is disabled, the status changes to "Disabled."
    vii. Sort Number: Sets the order displayed in the Process Template Settings page.

Portal Diagram

Figure 3.4–1 Basic Information Settings for Creating a Template

c) Switch to the Permission Tab to configure permissions:
i. Maintainers: Set permissions for editing and deleting this template, as well as managing the main documents under this template (if left empty, the creator and authorized personnel can edit).
ii. Users: Set permissions for initiating process using this template (if left empty, everyone can use it).

Portal Diagram

Figure 3.4–2 Permission Settings for Create Template

In the Process Template List, you can see an Extended Configuration button next to each template. Extended Configuration primarily involves functional extensions to the process template, including settings for process query operations, process help settings, default permission configuration, process initialization parameter settings,