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A resusable workflow template allows the workflow to be used on a content type, list, or library through the default SharePoint Workflow settings option.
Reusable workflow templates can be created for use within a single site or an entire site collection.
Site Reusable Workflow Templates
To create a reusable workflow template:
-
In the Settings Icon
, select Nintex Workflow 2013, and click on Create Reusable Workflow Template. Refer to Getting started with the Nintex Workflow designer on how to create a workflow. -
In the Set Title and Description dialog, refer to Set Title and Description for Reusable Workflow Template.
To manage reusable workflow templates:
-
In the Site Actions menu, select Nintex Workflow 2013, click on Manage Reusable Workflow Templates. Refer to Managing Workflows on how to manage workflows created using Nintex Workflow.
Site Collection Reusable Workflow Templates
To create a site collection reusable workflow template:
-
In the Settings Icon
, select Nintex Workflow 2013, click on Create Site Collection Reusable Workflow Template. Refer to Getting started with the Nintex Workflow designer on how to create a workflow. - In the Set Title and Description dialog, refer to Set Title and Description for Reusable Workflow Template.
To manage site collection reusable workflow templates:
-
In the Settings Icon, select Nintex Workflow 2013, click on Manage Site Collection Reusable Workflow Templates. Refer to Managing Workflows on how to manage workflows created using Nintex Workflow.
Workflow Settings
To use a reusable workflow template for a content type:
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Navigate to the settings page of the Content Type, click on Workflow Settings.
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In the Workflow Settings page, click on Add a workflow.
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In the Add a workflow page, select the reusable workflow template from the list of Workflows.
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Configure the other settings of the page, when done, click the OK button.
To use a reusable workflow template for a list or library:
-
Navigate to the settings page of the list or library, click on Workflow Settings.
- In the Workflow Settings page, click on Add a workflow.
- In the Add a workflow page, select the reusable workflow template from the list of Workflows.
- Configure the other settings of the page, when done, click the OK button.