Save as Template dialog box

This topic describes fields in the Save as Template dialog box.

Option Description
Name Enter a title.
Category Select an existing category or select New Category.... For new category selection, specify a for the workflow template to be listed under.

Category Name

(Displayed when New Category... is selected.) Enter the name of the new category.

Description Add a brief description of the purpose of the template, which could help users identify which template they might select.

Related information

Work with templates