In this article, we explain how to create standard pieces of text, called templates, that can be used in the Engage Process Modeler for fields:
- Description
- Notes
- Annotations
Templates can help Engage Process Modeler users supplement the process with relevant information. You can think of templates as reminders of the information that needs to be captured.
Templates that we regularly encounter in our customers' environments include:
- capturing process-level information. Think of the following standard headings:
- Purpose
- Outline description
- Stakeholders
- Legal lead time
- Capturing information at process step level. Consider e.g. the ‘6Ws’ (or some of these Ws), namely:
- Who (= role)
- What (= step name)
- Where
- When
- Why
- With what (= application/tool)
How do I create a new template?
- On the left-hand side, click on ‘Templates’;
- Click on ‘+ Add new template’ in the top left-hand corner;
- Give the template a name and fill the ‘Template’ field with that text that can be used in the Engage Process Modeler.
How can I access and use a template?
- Open a process in the Engage Process Modeler;
- Click once on the name of the process in the ‘Project’ window to capture process-level information or click on a process step in the process to capture process step-level information.
- Click in the ‘Description’ or ‘Notes’ field. A toolbar appears above the window (see below).
- Click on the triangle behind the word ‘Templates’ and select the template you want to use. The text will appear.
Note!
- To use newly created templates in the Modeler, you need to refresh the Modeler briefly by pressing e.g. <F5>.
- When you select a second template in the same field, the text of the second template will be placed where the cursor is currently in that field.