12.5.1.4.7 Custom Object Book Templates

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Disclaimer
FAQs
1.0 Enterprise Process Center
- 1.1 Process Viewing
- 1.2 Collaborative Environment
- 1.3 User Categories
- 1.4 BPMN 2.0
- 1.5 Governance
- 1.6 Performance
2.0 EPC 13.4 Release Notes
- What’s New in 13.4
- Feature Improvements
- Fixed Issues
- Content-Mining Parser
3.0 The Web App
- 3.1 What is the Web App?
- 3.2 What Can I do in EPC Web App?
- 3.3 What is RASCI-VS?
4.0 Navigating the Web App
- 4.1 Logging in
  - 4.1.1 Integrated Login (SSO)
  - 4.1.2 Cognito Login
- 4.2 Home
  - 4.2.1 Widgets
  - 4.2.2 My Dashboards
- 4.3 General Navigation
- 4.4 Process
- 4.5 Performance
- 4.6 Organization
- 4.7 Documents
- 4.8 Risk
- 4.9 Control
- 4.10 Rule
- 4.11 Master Data
- 4.12 Collaboration
- 4.13 Governance
- 4.14 Apps Menu
- 4.15 Glossary
- 4.16 To Do
  - 4.16.1 Module Overview
  - 4.16.2 List
    - 4.16.2.1 Sorting
    - 4.16.2.2 Filtering
- 4.17 Capability
5.0 Search
- 5.1 Advanced Search
6.0 Notifications
- 6.1 Notification Organization
- 6.2 Enable/Disable Browser Notifications
  - 6.2.1 Chrome Notifications
  - 6.2.2 Firefox Notifications
- 6.3 Reminders
7.0 Object Governance and Training Assignments
- 7.1 Approval Cycle
- 7.2 Confirmation
  - 7.2.1 Mass Confirmation
- 7.3 Endorsement Cycle
- 7.4 Training
- 7.5 Review Cycle
8.0 My Profile
- 8.1 General
  - 8.1.1 User Profile Picture
- 8.2 Preferences
  - 8.2.1 Environment
  - 8.2.2 Displayed Content
- 8.3 Language
- 8.4 Theme Color Setting
- 8.5 Authorizations
- 8.6 Default Font Color
- 8.7 Signature
  - 8.7.1 Add Signature
  - 8.7.2 Remove Signature
9.0 Environment Admin
- 9.1 Environment Settings
- 9.2 Environment Defaults
10.0 System Admin
- 10.1 General
- 10.2 Environment
- 10.3 Users
- 10.4 Groups
- 10.5 Search
- 10.6 Localization
- 10.7 Risk
- 10.8 Attributes
- 10.9 Advanced
  - 10.9.1 Edit Settings
- 10.10 Home Page Widgets
- 10.11 Graph – Adding Custom Flow Object
- 10.12 Mobile App
11.0 Icons and Glossary
- 11.1 Icons
- 11.2 Glossary (Key Terms)
12.0 Editing on the Web App
- 12.1 General Edit
- 12.2 Process Edit
- 12.3 Performance Edit
- 12.4 Organization Edit
- 12.5 Documents Edit
- 12.6 Risk Edit
- 12.7 Control Edit
- 12.8 Rule Edit
- 12.9 Master Data Edit
- 12.10 Collaboration Edit
  - 12.10.1 Implement Improvement Requests
- 12.11 Governance Edit
- 12.12 Glossary Edit
- 12.13 Capability Edit
13.0 AI Document Process Mining Parser
- 13.1 Upload a document
- 13.2 Template selection/creation
- 13.3 Tagging
- 13.4 Parsing
- 13.5 Rule Builder
- 13.6 Settings
  - 13.6.1 Export Settings
  - 13.6.2 Environment & Language
- 13.7 Export to EPC
- 13.8 Available Recognized Object Types and their Attributes
14.0 Middleware Bi-Directional Integration Sync Manager
- 14.1 Atlassian Jira Two-way Integration
  - 14.1.1 Creating a Jira Epic and Story From EPC
- 14.2 Essential Projects Two-way Integration
  - 14.2.1 Creating an EA Solution From EPC
- 14.3 Jira Webhook API
15.0 EPC REST APIs
- 15.1 Getting Started
  - 15.1.1 Authentication and Token Management
  - 15.1.2 Basic Examples
- 15.2 Use Cases & Examples
- 15.3 API Reference (Swagger)
16.0 Tutorial for EPC
- 16.1 Getting Started
- 16.2 Build a Business Process
- 16.3 Create Inter-Process Links
- 16.4 Create Inputs and Outputs
- 16.5 Publish the Process
- 16.6 Import User & Assign Resource to Role
- 16.7 Approval Cycle
- 16.8 Upload a Document and Assign to Process
17.0 EPC Data Dictionary, ERD & Cognos Reports List

Download as PDF

To create a custom template for your organization’s object books, refer to these topics:

12.5.1.4.6 Obtaining Payloads for Template Building

12.5.2 Edit Document Objects

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