Process Templates (Smart)
In this section, you can create and configure process templates for Smart projects and quotes.
By default, you see a list of all process templates with two filters above the table. In columns, you can check the status and management mode of each template.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
All the changes in process templates are saved automatically.
To add a process template, click the Add Process Template button. For details, see the Add a Smart process template guide.
To edit a process template, click on its line. You will be directed to the Process Template Designer.
You cannot edit an Externally Managed process template.
To copy a process template, open it and click the Copy Process Template button in the top right-hand corner of the Process Template Designer.
To delete a process template, open it and click the Delete button in the top right-hand corner of the Process Template Designer.
You cannot delete built-in process templates or those linked to specific services.