13.4.8. Saving Process Template Files

Engineering Knowledge Manager

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

13.4.7. Editing Validation Expressions |  | 13.4.9. Opening Process Template Files
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### 13.4.8. Saving Process Template Files

You can save your process template on your local file system or in an EKM repository. The template will be saved as an XML file with the .pt.xml extension.

Note: You cannot save a process template to an EKM repository if it contains errors, but you can save it locally.

To save a process template to your local computer:

1. Select File > Save. If the current template has been saved previously, and you want to save it under a different name, select File > Save As > Local File.

   EKM will notify you if the process contains any errors. Otherwise, the Save As dialog box will appear.

   Figure 13.21: Invalid Process Template Error Message

   If you see this warning message you can click OK and still save the template to your local computer if you wish. However, you will need to correct the errors in order to save the template to the repository.

2. In the Save As dialog, navigate to the folder where you want to save the file.

3. In the File name edit box, enter a name for the template file.

4. Click Save.

To save a process template to an EKM repository:

1. Select File > Save As > Repository File. If the process contains any errors, you will be notified of this immediately (seeFigure 13.21: Invalid Process Template Error Message).

   If the process template is error-free, the Save Process Template dialog box will appear.

   Figure 13.22: Save Process Template Dialog Box

2. In the File name edit box, enter a name for the template.

3. Select the location where you want to save the template. You can save it as a private file on your Home/My Applications page, as a shared file on the Administration/Shared Applications page, or on the Data/My Data or Data/Shared Data page.

4. Click Save.

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