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Process documentationCreating New Business Process Flow Templates Locate this document in the navigation structure


Authorized users can use this process to create a new business process flow (BPF) template in the administration console.

Note Note

Up to 100 BPF templates per application set can be defined.

End of the note.


  1. To begin creating a BPF template, you must provide details, such as name, description, and controlling application of the BPF (see Setting Up Business Process Flows).

  2. You add steps to represent the flow of the business process (see Defining Steps and Sub-Steps).

    You can copy or modify an existing step or substep. You can also reorder steps and substeps using up and down arrows.

  3. You add actions to define the specific tasks users perform within the steps of the process (see Defining Actions). An action can be any user authorized task, for example, opening a schedule, publishing a report, or approving entered data.

  4. You review the information and parameters you provided throughout the template creation process in the Finish BPF step.

  5. You validate the BPF template definition to ensure it is properly defined and completed. This also allows you to check whether any changes made in the application have impacted the template definition. If you do not manually validate the template, the system automatically validates it when you choose Create BPF Instance. Template validation is a prerequisite for creating an instance.


Based on the BPF template you created, you can generate a BPF instance in the administration console; see Creating Business Process Flow Instances. You can make settings in the BPF instance; see Management of Business Process Flow Instances.