13.4.2. Steps for Defining a New Process Template

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User's Guide | Chapter 13: Defining Process Templates in EKM Studio | 13.4. Defining Process Templates in EKM Studio |

13.4.1. Process Template Terminology |  | 13.4.3. Using Expressions in Process Elements
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### 13.4.2. Steps for Defining a New Process Template

Follow these basic steps to create a new process template using EKM Studio.

1. Go to Home/My Applications or Administration/Shared Applications (if accessible) and select (New) > Process Template. If you are already in EKM Studio and have another process template open, select File > New > Process Template.

2. Add all of the necessary variables using the New Variable action on the toolbar. See Defining New Variables.

3. Insert a start node and add additional nodes (except Iteration Nodes) to build your diagram. See Inserting New Nodes.

4. Add transitions between nodes using the Insert Transitions action. See Editing Transitions.

5. Edit the nodes and transitions to further define them. See Editing Nodes.

6. To create an iteration loop in your process, add an Iteration Node (see Editing an Iteration Node) and insert other nodes that are needed for the iteration. Now create an iteration loop by inserting transitions between the end node and Iteration Node. If any condition of the iteration loop is not fulfilled, you will get an error message and you will need to correct the error. Once a loop is created, if you attempt to delete a node or transition that is part of the iteration, the iteration loop will break and you will be prompted to confirm deletion before action is taken. Other restrictions apply if you are creating a nested iteration loop. See Creating and Editing Nested Iterations for full details.

7. Optionally select Edit > Process Template Attributes if you want to define validation expressions and error messages for the process. See Editing Process Attributes.

8. Save the template file to your local file system or to a shared connected EKM repository using File > Save As. The process template will be saved as an XML file with the .pt.xml extension. See Saving Process Template Files.

   Note: If you have a process template open from a repository and the connection to the repository server goes down, you cannot exit from Studio until you save that process template to your local system.

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