Modifying a process type

You can define the parameters and templates that are particular to an individual process type. These definitions are applied to a document throughout its lifecycle in the process type.

About this task

To modify a process type:


  1. From the tree in the application rules side panel, choose Process Modeling. The Process Modeling window displays in the work area.
  2. In the Process Modeling window, select the Order, Load, or General tab to view the corresponding process modeling tree for that base document type.
  3. In the Process Types swimlane, right-click on the applicable process type and choose Details. The Process Type Details window displays.
  4. Modify the details and click Save.