FactoryLogix Learning
Apply a template to an operation
- Adriane Hunt
Owned by Adriane Hunt
May 22, 2024
1 min read
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Note:
Wizard-driven steps/work instructions are only available for new operations that don't yet have any steps or activities. If an operation already has steps and/or activities, you can select a step type using the Add button under Step List in the Process tree.
This wizard lets you select and apply a previously saved template (that has pre-defined steps and activities) to a new operation.
- Log into the FactoryLogix Office client application.
- Open a process definition, create a new operation, then double-click the operation to open it for editing. (See Add a new operation to a process flow for more information.)
- On the right side of the window, select Apply a template to this operation.
- Use the Search options to find the desired template. You can filter your search using the Process Name, Operation Name, and/or Step Name filters located above Search By on the toolbar.
- After selecting the search criteria, enter a name in the Search For text box, then select the Search button (the binoculars) to display the search results.
- Select the desired template, then select OK.
The template is applied to the selected operation.
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