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Create new templates in Adobe Workfront Fusion

Last update: Tue Aug 22 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can create new scenario templates in Adobe Workfront Fusion.

TIP
Before creating a new template, you can check the Public templates tab to ensure that the template you want to create is not already available.

Access requirements

You must have the following access to use the functionality in this article:

Adobe Workfront plan*
Pro or higher
Adobe Workfront license*
Plan, Work
Adobe Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration, Workfront Fusion for Work Automation

Product

Current product requirement: If you have the Select or Prime Adobe Workfront Plan, your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses

Create a new template

You can build a template in a process similar to building a scenario. Fusion administrators can also create templates from existing scenarios.

Build a template

  1. Click Templates in the left navigation panel.

  2. Click Create a new template in the upper-right corner.

  3. (Optional) Rename the template by replacing the default New template name in the upper-left corner.

  4. (Optional) To change the language of your template, click Set up a template and select the language from the Language drop-down.

    note important
    IMPORTANT
    The Languages selection corresponds to the languages available in the system settings and concerns only the name of the public template and its description. You can’t change a template language once the template has been saved.

  5. (Optional) To enter a description of the template, click Set up a template and enter the description.

  6. Add apps, modules, and tools in the same way as you would do when creating a standard scenario.

    To add contextual help to the modules, see Set up Wizard functionality in this article.

    For more information on building a scenario, see Create a scenario in Adobe Workfront Fusion.

    note note
    NOTE
    If your template includes modules that require adding the connection, credentials, or other privacy-sensitive information, this information is not shared with the template users.

  7. (Optional) Click Run once to test your template.

  8. Click the Save icon .

NOTE
By saving your template you make it visible for all your team members. If you want your template to be accessible outside of your team you must submit a request to have it approved and published. The request comes to Adobe Workfront for approval and once it is approved the template is accessible by others outside of your team.
For information on publishing templates, see Publish and share Adobe Workfront Fusion templates.

Create a template from a scenario

NOTE
You must be a Fusion administrator to create a template from a scenario.

  1. Open the scenario details page for the scenario that you want to create a scenario from.

  2. Click the Admin drop down near the upper-right corner of the page.

  3. Select Clone as template.

    The scenario is copied into a New template page.

  4. (Optional) Rename the template by replacing the default New template name in the upper-left corner.

  5. (Optional) To change the language of your template, click Set up a template and select the language from the Language drop-down.

    note important
    IMPORTANT
    The Languages selection corresponds to the languages available in the system settings and concerns only the name of the public template and its description. You can’t change a template language once the template has been saved.

  6. (Optional) To enter a description of the template, click Set up a template and enter the description.

  7. Edit apps, modules, and tools in the same way as you would do when editing a standard scenario.

    To add contextual help to the modules, see Set up Wizard functionality in this article.

    note note
    NOTE
    If your template includes modules that require adding the connection, credentials, or other privacy-sensitive information, this information is not shared with the template users.

  8. (Optional) Click Run once to test your template.

  9. Click the Save icon .

Set up Wizard functionality set-up-wizard-functionality

The Workfront Fusion template Wizard allows you to provide future users of your template with instructions or information related to the specific fields used in modules.

  1. Click the module added to the template to see the module’s fields.
  2. Locate the field where you want to add Wizard information, and enable Use in Wizard for that field.
  3. Enter the information you want to make visible for users into the Help field.
  4. (Optional) To allow users to see this text when using the template, enable Use as default value.
  5. Repeat steps 2-4 for each field that you want to provide information for.
  6. Click OK to save changes and close the module.
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