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Description Templates

Create a Description Template

  1. Select Management > Descriptions element in the Process Navigation.
  2. Create a new Description Template via the “+” button
  3. Enter the template content into the Editor window. This text will be copied into your description after inserting the description template.

Insert a Description Template

This functionality will be supported in V7.4

  1. Select the Description button on the toolbar of the editor. The Insert Description Template dialog window will appear.
  2. Select a description template:
    1. Select a description template in the current workspace by selecting an item on the left tree.
    2. Change the workspace by pressing the button and selecting a workspace and a description template.
  3. Click OK and a description template will be inserted into the text.

Note: If you use a Legacy template that hasn't been saved yet after the content migration, the template content is automatically cleaned up when it is displayed in the description. The Legacy template itself is not migrated.