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Associate the template with a process

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After creating the template, we will associate it with a process.

To do this, simply follow the steps below:

1.Go to the PB010 menu and click on the new button.




2.On the screen that will open, fill in the ID # field with "01.02" and the Name field with "My template - Problem".

3.Then, click on the search_small button on the Process field to search for the "Purchase request problem" record.




4.On the Cause analysis arrowrgray Templates tab, select the previously recorded template.




4.After doing that, click on the save_exit button.

Done. We have successfully associated the template with the process!