Add a Template Step

To add a new Step to the end of the current process:

1. Right-click within the New Template window's Steps tab to display the context menu, and select Add. This displays the New Template Step window.

   

2. Complete the details on each of the four tabs, as described below:

   • Details.
   • Dependencies.
   • Extensions.

   While any required setting has not been entered, a warning icon is displayed to the right of the relevant field or control. Rest your cursor over the warning icon to view a descriptive tool-tip.

   

3. When you have completed the step configuration, either:

   • Click Continue to save the new Template Step and return to the updated New Template window , or
   • Click Cancel to close the New Template Step window without saving your changes.

   If a required setting has not been properly defined, a system dialogue is displayed to advise what action is required before you can Continue.