Upgrading and creating templates and case solutions

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
You can import a template or solution from an earlier release into Workflow Center and then upgrade the template or solution to the current version. After the template or solution is upgraded, you can create a solution from the template or create a template from the solution.

Procedure

To upgrade and create templates and case solutions:

In Business Automation Workflow, choose one of the following options:
  • To upgrade a template or solution from an earlier release, complete the following steps:
    1. If a workflow project does not exist in Workflow Center, import the template or solution.
    2. Click the template or solution to open it in the designer page of Case Builder and then simply close it again to return to the Workflow Center. The template or solution is automatically upgraded to the current version of Business Automation Workflow.
  • To create a solution from a template that has been upgraded from an earlier release, complete the following steps:
    1. Create a new snapshot of the upgraded template.
    2. Create a solution from the new snapshot.
  • To create a template from a solution that has been upgraded from an earlier release, complete the following steps:
    1. Create a new snapshot of the upgraded solution.
    2. Create a template from the new snapshot.