Work with workflow templates

Workflow templates contain pre-configured settings and activities which can be reused for creating new workflows. You select the template of your workflow from the workflow properties when creating a workflow. An empty template is provided by default.

You can create a template from an existing workflow, or create a new template from scratch. Both methods are detailed below.

To create a workflow template from an existing workflow, follow these steps:

  1. Open the Workflows menu and browse to the workflow to save as a template.

  2. Click the three dots on the right of the name of the workflow, and choose Copy as template.

    Screenshot showing the Copy as template option in the workflow menu.

  3. In the popup window, confirm the template creation.

  4. In the workflow template canvas, check, add, and configure the activities as needed.

  5. Browse to the settings, from the Settings button, to change the name of the workflow template, and enter a description.

  6. Select the folder and execution folder of the template. The folder is the location where the workflow template is saved. The execution folder is the folder where workflows created based on this template are saved.

    Screenshot showing the settings for folder and execution folder in the workflow template.

    The other properties are common with workflows. Learn more in this page.

  7. Save your changes.

The workflow template is now available in the template list. You can create a workflow based on this template. This workflow will be pre-configured with the settings and activities defined in the template.

To create a workflow template from scratch, follow these steps:

  1. Open the Workflows menu and browse to the Templates tab. You can see the list of available workflow templates.

  2. Click the Create template button in the upper-right corner of the screen.

  3. Enter the label and open the additional options to enter a description of your workflow template.

  4. Select the folder and execution folder of the template. The folder is the location where the workflow template is saved. The execution folder is the folder where workflows created based on this template are saved.

    Screenshot showing the creation of a new workflow template with folder and execution folder settings.

    The other properties are common with workflows. Learn more in this page.

  5. Click the Create button to confirm your settings.

  6. In the workflow template canvas, add and configure the activities as needed.

    Screenshot showing the workflow template canvas for adding and configuring activities.

  7. Save your changes.

The workflow template is now available in the template list. You can create a workflow based on this template. This workflow will be pre-configured with the settings and activities defined in the template.

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