Option to "Create Process From Template" from a Customer Process in the "Processes" Tab.

I like the idea of adding the process to an asset, but I'd like to have the option to click on the visible customer process from within the processes tab, then create a new process from said template.

For example, I have a new user setup guide. I want our techs to navigate to the processes tab like they always do, then click on the "template" at the top of the screen with an option to "Create process from template". That way techs don't have to go through the several other steps required to linking it to a specific asset when the user may use more than one asset in a day.

Please authenticate to join the conversation.

Upvoters
Status

Complete

Board

Core Web App

Subscribe to request

Get notified by email when there are changes.