Add a Template to a Model

Learn how to connect a template to a model in BCM.

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User Permissions:

User must have Manage System Customization permissions to complete the following steps.

Log into Case Manager.
Select Admin tab.
Click Manage Models Node.
1. Select Custom Content Models or Process Model tab.
Click the vertical three-dot ellipsis next the desired model.
Select Edit then click Confirm.
A Process Model pop up will appear.
1. Select “Yes, apply to all existing and new cases” or "No, apply only to new cases".
For the Step Template:
1. Decide what Step to add Steps Template Button to.
  1. If using Custom Content Model, Step Template must be added to an Additional Step.
  2. If using Process Model, Step Template must be added to Process Step.
2. Select Add Custom Fields.
3. Click Templates to find desired template.
4. Drag and drop Template to build form.
5. Click Save.
6. Click Publish.
For Component Template:
1. Select Add Section.
2. Select Add Custom Fields.
3. Click Templates to find desired template.
4. Drag and drop Template to build form.
5. Click Save.
6. Click Publish.

model-bcm insert template