Used in creating and modifying workflow templates.
Taking action
Field/Choice |
Description |
Template Name |
Enter a short, recognizable name for the new template. |
Save Template for |
Specifies whether you want this template to be available for the current user (Only Me), for all users (Everyone), or for only certain users (Limited Groups/Users). Only Worldox Managers have this choice. If the third choice is selected, additional field and buttons drop in below. Here are step-by-step instructions on how to block or all access for selected groups and users. |