Introduction

Implementing a new product may involve building a new product workflow entirely from scratch. This creates a fully custom solution, but also requires more effort to implement basic features that are commonly used for every product.

Templates are pre-built components that can be used to quickly implement product workflows and features. They can be used in their default configurations, or customized to suit the specific needs of the environment and products.

There are two types of template:

  • Line of Business (LOB) Templates are full product workflows designed for specific lines of business. These can be used as a starting point.
  • Workflow Accelerators are components that can be integrated into a product workflow to perform specific tasks.

Caution: The Template instructions are intended for experienced configuration users. It is highly recommended to have completed the configuration training program before attempting to implement any of these templates.

Note: Access to all data and features in the system are controlled by the user accounts.  The type of account you have, and the security rights and roles assigned to it, will affect the following:

  • The ability to see and use features to view, create, edit, or delete data.
  • The ability to see and use data created by other users.  You should always be able to use data you created yourself, unless your account has been changed to remove access.