How can I create predefined texts to utilise in free text fields in the Modeler?

In this article, we explain how to create predefined texts, also referred to as templates, and how to use them in the Engage Process Modeler.

Templates can be used in the following fields:

• Description

• Notes

• Annotations

They help ensure that users consistently capture the right information when documenting processes.

What are templates used for?

Templates act as standard text blocks or reminders that guide users when adding information to a process or a process step.

Common examples of templates we encounter in customer environments include:

Process-level information, such as:

• Purpose

• Outline description

• Stakeholders

• Legal lead time

Process step-level information, for example based on the 6 Ws:

• Who – role

• What – step name

• Where

• When

• Why

• With what – application or tool

How do I create a new template?

1. In the left-hand menu, click Templates.

2. Click + Add new template in the top-left corner.

3. Enter a name for the template.

4. Fill the Template field with the text you want to reuse in the Modeler.

5. Save the template.

How can I access and use a template?

1. Open a process in the Engage Process Modeler.

2. Choose one of the following:

   • Click the process name in the Project window to add process-level information.

   • Click a process step to add step-level information.

3. Click inside the Description or Notes field.
   A toolbar will appear above the field.

4. Click the arrow next to Templates and select the template you want to use.
   The template text will be inserted into the field.

Important notes

• To use newly created templates, refresh the Modeler (for example by pressing F5).

• When selecting multiple templates in the same field, the text of the new template is inserted at the current cursor position.