The NPI client application has powerful capabilities that allow you to save frequently-used steps and activities as templates, then apply the step templates to operations. Saving a library of templates for often-used steps helps save valuable time when creating new process definitions.
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See Create a process, step, or operation template for information about how to create and save process, step, and operation templates. |
- Log into the NPI client application.
Open a process definition and create a new operation.
- Double-click the operation to open it for editing.
Select Create Step From Template under Step List in the Process tree.
A dialog displays where you can select a previously saved step template to apply to the current operation in a process definition.Warning icon false title Warning! Be careful when creating steps from previously saved step templates. If you apply a step template to an existing process flow, any differences between the steps and activities will be lost/overwritten by the new template when you apply it.
- Select the desired step template, then select OK.
The template is applied and the step and associated activities are added to the selected operation. - To preview the operation with the new step and activities, select the Show Shop Floor Preview button from the toolbar.