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Create a Workflow Template RRS feed

  • Question

  • Hello - Can someone point me to where I can create a "Workflow Template?"  I can't find a logical place to create them, or I am missing something.

    Thanks
    Tuesday, March 9, 2010 3:18 PM

Answers

  • Hi
    First you have to create a template only the you will be able to see it in the template list.
    1) create a workflow, and once the workflow edit window open on General Tab
       from the drop down Publish As "Workflow Template"

    Now you can use this template to create other workflows.
    Muhammad Ali Khan
    My MS CRM blog
    • Marked as answer by Jim Glass Jr Tuesday, March 9, 2010 4:00 PM
    • Unmarked as answer by Allmant Tuesday, March 9, 2010 4:06 PM
    • Proposed as answer by Muhammad Ali Khan Tuesday, March 9, 2010 4:44 PM
    • Marked as answer by Donna EdwardsMVP Saturday, March 13, 2010 9:28 PM
    Tuesday, March 9, 2010 3:45 PM

All replies

  • Hi,
    Settings==>workflow ==> click new,  a window will popu up, here select the workflow as template.

    Muhammad Ali Khan
    My MS CRM blog
    Tuesday, March 9, 2010 3:31 PM
  • Thanks Muhammad - I do not see a choice to create a new Template for workflows (there are no templates listed, and from here it will only let me create a brand new workflow).  If I choose "New Workflow from Template (select from list)" - there are none in the list and I do not know where to create the Template.
    Tuesday, March 9, 2010 3:37 PM
  • Hi
    First you have to create a template only the you will be able to see it in the template list.
    1) create a workflow, and once the workflow edit window open on General Tab
       from the drop down Publish As "Workflow Template"

    Now you can use this template to create other workflows.
    Muhammad Ali Khan
    My MS CRM blog
    • Marked as answer by Jim Glass Jr Tuesday, March 9, 2010 4:00 PM
    • Unmarked as answer by Allmant Tuesday, March 9, 2010 4:06 PM
    • Proposed as answer by Muhammad Ali Khan Tuesday, March 9, 2010 4:44 PM
    • Marked as answer by Donna EdwardsMVP Saturday, March 13, 2010 9:28 PM
    Tuesday, March 9, 2010 3:45 PM