Activating business process templates

Activate or deactivate business process templates to make them available or unavailable to users.

Activate a business process template when you want to allow users to add instances of the business process to their contact, company, opportunity, and service request records. Before you can activate a business process template, you must have a form and a form flow specified in the template. Active business process templates cannot be modified. If you need to make changes to a business process template, you must first deactivate it.

Deactivate a business process when you no longer want it to be available to users, or when you want to make changes to it. When you deactivate a business process template, existing instances of the business process that have been added to contact, company, opportunity, or service request records are not affected.

Note: When you create or copy a business process template, its initial status is inactive.

To activate a business process template:

  1. Navigate to the Customize workspace.
  2. Click the Business Processes tab.
    A list of all business process templates is displayed.
  3. Select a template from the list, then do one of the following:
    • If you want to activate the template, click the Action button , then select Activate.
    • If you want to deactivate the template, click the Action button , then select Deactivate to Edit.
The business process template is activated or deactivated.