Process Apps → Working with Process Apps → Advanced Process App Tasks → Creating a Template

Creating a Template

A template is a type of process app that is a starting point for creating other process apps. Process apps created from templates have unique design numbers. See About Templates for more information.

CAUTION:
The operation of converting a process app into a template cannot be undone. You cannot convert a template back into a process app. As a precaution, back up your process app before you convert it by selecting File | Import and Export | Export to File.

To create a template:

  1. Create a process app that you want to use as a template or open an existing process app to use as a template.
  2. Click the process app name in the All Items filter of App Explorer, and then click the Convert to template button in the process app editor.

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    Click Yes when you are warned that the applications in the process app you are converting cannot be undone. The color of the process app icon changes from yellow and blue to green.
  3. Export the process app to a file by selecting File | Import and Export | Export to File. The Save As dialog box opens. Navigate to the location where you want to save the template.
    Tip: To save the template directly to your local library, save it to the My Documents\SBM Composer\Library\Templates directory.
  4. Save the process app with an .mst file extension.

Adding Templates to Your Library

Add templates to your library so they are available when you create new process apps.

To add a template to your library, you can either copy them directly to the template location (My Documents\SBM Composer\Library\Templates) or follow these steps:

  1. Select File | New.

    The Create New Process App dialog box opens.

  2. Click Add to Library.
  3. Navigate to the template (.mst) file, and then click Open.
  4. Click Create to add a new process app based on the template. The template will be available the next time you create a new process app.

Updating a Template

To update an existing template:

  1. Select File | Import and Export | Import.
  2. Navigate to the .mst file you want to update, then click Open.
  3. Modify the template as needed.
  4. Select File | Import and Export | Export to File.
  5. Optionally, add the template to your library, using the steps in Adding Templates to Your Library.

Related Topics

About Templates

Creating a Process App from a Template

Opening an Existing Process App

Exporting a Process App

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