Unable to create/custom Process documentation template

[vinodvinns]

Hi Team,

I have a trial version of Signavio account created. While exploring the Process Manager tool, I wanted to create a new template for documentation. However, I am unable to find any template folder in the setup menu. I referred to the link here for the same : https://documentation.signavio.com/suite/en-us/Content/process-manager/userguide/workspace-admin/cre...

Kindly help.

[carmen_eliescu · Accepted solution]

Hello, Vinod, it is not possible to edit a template or create new templates in the trial version.
You can use the example template Signavio to create process documentation (via menu Reporting).

[vinodvinns · Accepted solution]

Thank you Carmen.

[former_member44728]

Hello,

SAP Signavio Process manager offers out of the box document templates and reports that you can leverage.

Reach the Explorer view of SAP Signavio Process Manager, Reach the Reporting menu and you get the list of all the reports that you can use against your content. In your case, I'd start with the first 2 options which focus on the Process Documentation.

If you are using a trial version, you won't be able to customize the template (ref. https://answers.sap.com/answers/13778508/view.html) but if you have a standard license and are an administrator, you can access and modify the document templates and even create yours.

Here is a tutorial that addresses this topic, my apologies because it is a bit outdated, but it should help to understand how it works: Digital Library (sap.com)

Hope it helps

Jp

[former_member44728]

Hello,

As an admin of the workspace, you have to activate the following option to display the Templates

It will then list the Document templates into your folder tree in the left hand side navigation bar

[vinodvinns]

As you can see in below image, All these options are not available in my trial version.

Thank you.

[chirdeeprastogi]

Hi Jean,

From What i understand is, We can create a process summary (Refer below image) by using signavio.

Please kindly let me know How to create such Template/Document.

Thank you.

[VigneshPrabhu99]

Hello vinodvinns,

As per SAP Note 3242279 - I can’t find the Process documentation template in the Explorer - SAP ONE Support Launchpa..., this option is not available in the trial edition.

So that could be the reason in your case.

Kindly mark my answer as correct / helpful if it served you.

Thanks,

Vignesh

[vinodvinns]

Thank you Vignesh..

[VigneshPrabhu99]

Hello Vinod,

Kindly mark my answer as correct / helpful if it helped in solving your query.

Thanks,

Vignesh