Copy an Example from the Exchange into one of your Portfolios, then customize it to fit how your Organization works.
- At the bottom of the Navigation pane, open the Exchange panel and select Examples. To find one quickly, see Filter or Search the Exchange.
- Press the Example you want, to open its Steps. Read its Guide tab for what it covers and how to customize it.
- Press Copy & Customize… at the top of the Steps list.
- In the Copy Procedure dialog, choose your Organization, then the Portfolio to copy it into. Type in the search box to find a Portfolio by name.
- Press Copy.
You can also right-click an Example in the list and choose Copy & Customize.
Customize your copy
The copy is a new Procedure in your Portfolio, with the Example's Steps, instructions, and Resources. It starts as a Draft, so it can't be assigned until you publish it. Then:
- Replace the placeholders in square brackets, such as
[HR System], with your own systems and teams. - Rename, add, reorder, or delete Steps. See Add Steps to a Procedure and Update Procedure Step Name or Detail.
- Add what your Organization needs: Default Assignees, Fields, Approval Steps, and Triggers.
- When it's ready, publish it.
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Overview
Step-by-Step
