Administration Guide

Changing the Display Order of Templates

By default, Templates are displayed to the user in the New menu in the order they are created. If needed, you can rearrange Templates as follows:

  1. From the Sidebar, navigate to Customization > [Module] > [Object Class] > Workflow > Templates.
  2. Click Display Order. The Display Order dialog box opens.
  3. Select a Template and use the Move Up and Move Down buttons to change its position.

    NOTE: Alternatively, you can use drag-and-drop to rearrange Templates.