Common Components Help

AEF Help

Route Templates

Use route templates to speed up the process of creating a route that is similar to one you have already created. A route template saves the components of a route that are frequently reused, including the:

• route description
• route members (included optionally)
• tasks definitions

The components of a route that are typically unique for each route--the route name, the content being routed, and the access levels assigned to route members--are not saved in the template.

A route template's availability determines who can use the template to create routes. A route template's availability can be:

• User--Only the template owner can use it. Any person can create a User route template.
• Enterprise--Anyone can use the template to create a route. Only Company Representatives can create Enterprise-level route templates.

This section includes these topics:

• Listing Route Templates
• Viewing Information about a Route Template
• Saving a Route as a Template
• Listing Route Template Members
• Listing Previous Revisions of a Route Template
• Listing and Editing Tasks for a Route Template
• Revising a Route Template
• Editing Details for a Route Template
• Deleting a Route Template (Revision)