A Workflow Template is a reusable definition of a workflow process. It provides the starting steps and connections from which a particular Workflow can be initialized.
When to use it
- Use an available template when beginning a process that follows an established pattern.
- Use it to understand which reusable process definition is appropriate for the work.
Key information
- Definition: template ID, name, description, type, and purpose.
- Planning context: estimated duration, estimated effort, priority, and checklist.
- Managed context: revision, state, owner, and workspace.
Common relationships
- Workflow Template – Node Template associates the reusable process with its step definitions.
- Workflow Template – Workflow links the template to a particular workflow instance.
- Workflow Content can associate applicable managed content with the template.
Working with this record
Select the template that fits the intended process and use Initialize Workflow to prepare an instance. Review the resulting instance’s content, nodes, and assignments before starting it. Changes to a reusable process definition should follow your organization’s process ownership rules.
Example
Document Approval is a Workflow Template used when a manual needs review. The team initializes Manual Approval from it and then checks that the intended manual and reviewers are included in the resulting Workflow.
Choosing the right type
Choose Workflow Template for the reusable process definition. Choose Workflow for the instance prepared for a specific job. Initializing an instance and starting its execution are separate actions.
