> #### Editing a Template in Task Manager

> While editing a template is much easier in the Development Manager because it can be edited graphically, you can also edit a template using the Task Manager. Of course, certain restrictions apply to editing a template whether you are using the Task Manager or the Development Manager. The template must be in draft state, and there can be no open processes started from the template you intend to edit.

> To edit a template using the Task Manager:

> 1. Log in to the Task Manager, then click Template List.

> The Template List is displayed.

> 2. Display the template's process definition by clicking the template's hyperlink.

> The template's process definition displays in a table.

> 3. Click the Edit button.

> The Process Definition screen will go into edit mode. An Edit button will display to the right of each process definition table item, and Save and Cancel buttons will appear in place of the Edit button.

> 4. Click the Edit button of the Process Definition item that you want to change.

> An editor appears. In the example, the Process Definition's Description (Desc) is being changed.

> 5. Make the desired changes to the process definition element. In the example, we are changing the Process Definition Description by capitalizing "test" in the Description.

> 6. After you have made the desired changes to the process definition item, click the Save Changes button.

> You will return to the Process Definition screen (still in Edit Mode), and your changes will be reflected on the screen. In the example, the Description (Desc) is now "Test Template 2" because the "T" in "Test" has been capitalized.

> 7. If you want to make other changes to the template, repeat Steps 4-6 of these instructions for each process definition item that you want to change.

> 8. When you have completed your changes, check them to make sure that your changes have been applied correctly. If they have, click the Save button, and all of your template changes will be saved. If they haven't, click the Cancel button. However keep in mind that if you click the Cancel button, none of your template changes will be applied.

> You will stay on the Process Definition screen, but it will no longer be in edit mode.

Task Manager Help-Fujitsu Software Corporation Interstage BPM Website Voice: (888) 248-9273 Interstage BPM Information