DocumentationAdobe Workfront Fusion

View, edit, and delete templates

Last update: Thu Jan 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Workfront Fusion templates feature allows you to create and use existing templates as a starting point for your Workfront Fusion scenarios. Templates represent common use cases that you can configure and modify to meet the needs of your organization and specific use case.

For a list of currently available Fusion templates, see Currently available Adobe Workfront Fusion templates.

Access requirements

Expand to view access requirements for the functionality in this article.

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

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Adobe Workfront package Any
Adobe Workfront license

New: Standard

Or

Current: Work or higher
Adobe Workfront Fusion license**

Current: No Workfront Fusion license requirement.

Or

Legacy: Any
Product

New:

  • Select or Prime Workfront plan: Your organization must purchase Adobe Workfront Fusion.
  • Ultimate Workfront plan: Workfront Fusion is included.

Or

Current: Your organization must purchase Adobe Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

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

View and select Fusion Templates

In the Templates area, you can view available templates, the applications they include, and their structure. You can also search for specific apps or names, and filter bb use case.

  1. Click Templates Template icon in the left navigation.

  2. To view publicly available templates, click the Public Templates tab.

    Or

    To view templates that are limited to your team, click the Team Templates tab.

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    Public templates All templates that were published and then approved by the administrator. On the template tiles, you can see the name of the template, its preview, and the socket icon with a number indicating how many times the template has been used so far.
    Team templates

    All templates created by your team members including the ones that were already made public by the administrator. On the template tiles, you can see the name of the template, the status icons that are described in detail in the Publishing and sharing templates section of this documentation, and the Delete buttons.

    Note: If you do not see the expected templates under the Team Templates tab, check the left navigation or the header to ensure that you are currently viewing the correct team.

  3. (Optional) To search for a specific application or name, begin typing in the Search for app or name box, then select the term when it appears in the dropdown.

  4. (Optional) Filter for a specific category of use case by clicking the category in the By Category section on the right.

  5. (Optional) View the scenario template’s structure by hovering over the template’s card.

  6. Click on the template that you want to use to create a scenario.

    A diagram of the template displays.

  7. To begin creating a scenario from a public template, click Create new scenario from template in the lower-left corner.

    Or

    To begin creating a scenario from a team template, click on the diagram, then click on the modules to begin configuring them.

For instructions on creating a scenario from a template, see Create scenarios with templates.

NOTE
  • If the template you want to access was not created by a you or member of your team, and is not public yet, you can ask the person who created and published it to share the template link with you.
  • If you cannot find the public template that has been created by you, contact the administrator. It is possible that before approving your template, the administrator had renamed it.

Edit a template

You can edit any templates that are available in the Team templates tab.

  1. Click the Templates icon Templates icon in the side navigation menu.

  2. Click the Team templates tab.

  3. Click the Private tab.

  4. Click the template you want to edit.

  5. Click Edit in the top-right corner

    or

    Click the template diagram.

  6. Make changes in the template. You can access all options that were available when creating the template. To see these options, see Create new templates.

  7. Click the Save icon Save icon .

NOTE
The Team templates tab includes not only the published templates, but also copies of the templates that were already made public by the administrator. This means you can edit a template that is already visible to everyone. If you modify one of these templates, your changes do not overwrite the public template right away. The template in the Public templates tab is still untouched and stays public, but its newer version with your changes from the Team templates begins the publishing process. When the modified version is published and approved, it overwrites the original public template.

Delete a template

You can only delete templates that are not yet approved. If you want to delete a public template, contact your administrator.

Please note that after you delete a template, it cannot be restored. Team templates are available for all members of your team, so before deleting a template we recommend that you check with your teams to ensure that the template is not needed.

  1. Click the Templates icon Templates icon in the side navigation menu.

  2. Click the Team templates tab.

  3. Click Delete next to the template name

    Or

    Click the name of the template to go into the template. Click Options in the top right corner and select Delete.

  4. Click Really? to confirm the delete.

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