Editing business process template details

Edit the details of a business process template when you want to change its name, description, icon, security settings, or triggers.
Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.
To edit the details of a business process template:
  1. Navigate to the Customize workspace.
  2. In the Business Processes tab, select the template that you want to edit.
  3. In the Details subtab, click the Edit button .
    The Edit Business Process Template dialog opens.
  4. In the Name field, enter a name for the business process.
  5. In the Create Security field, choose who can run the business process.
    Public
    Any user can run the business process.
    User name
    Only the specified user can run the business process.
  6. In the Template Description field, enter a description for the template.
  7. To change the icon that you want to represent the business process:
    1. In the Icon field, click the Select button .
      The Select Icon dialog opens.
    2. Select your desired icon.
    3. Click OK.
      The Select Icon dialog closes.
  8. Optional: In the Notes field, enter notes that you want to provide to users who view the business process.
  9. To start a business process, a user adds an instance of it to the contact, company, opportunity, or service request record. In the Default View Security field, choose who you want to be able to see instances of the business process.
    Public
    All users can see instances of the business process.
    Group
    Only members of the specified user group can see instances of the business process. Click the Select button to specify a group.
    Private
    Only you can see instances of the business process.
    Note: When a user adds an instance of a business process, they can override the default view security for that instance.
  10. Click OK.
    The Edit Business Process Template dialog closes.
You have edited the details for the business process template.
Before a user can run the business process, you must activate it.