Workflow templates

A workflow template packages a complete workflow — its steps, schemas, schema mappings, and connector references — so it can be reused. Publish a workflow once, and anyone in your organization (including your child customers) can deploy it as a new workflow from the library.

This guide covers the full lifecycle: publishing a template, finding and deploying it, publishing new versions, and deleting it.

Who can do what

Publishing, updating, and deleting templates is done in the parent organization by users with edit permissions. Child customers see the parent's templates in their own library and can deploy them, but cannot change or delete them.

Publish a workflow as a template

1. Go to Operate → Workflows and open the workflow you want to share.
2. Open the Settings tab and scroll to the Sharing section.
3. Click Publish as template.
4. Fill in the template details. The name and description are copied from the workflow — adjust them if needed.
5. Click Publish.

Field	Description
Template name	The name shown in the library (required)
Template description	What the template does and when to use it
Tags	Keywords shown on the template's detail page
Domain	Groups templates into filter tabs at the top of the library
Category	Groups templates into sections within the library
Template image URL	The picture shown on the template card

The template now appears under Library → Workflow Templates. On the workflows overview, a Template badge marks workflows that have been published as a template.

Back on the Settings tab, the Sharing section now shows the latest published version and a View in library link to the template's page.

Publish a new version

Every publish creates a version that never changes afterwards. To share an improved version of the workflow:

1. Make your changes to the source workflow.
2. Open the Settings tab → Sharing section → Publish as template.
3. The dialog shows the version step (for example Version 1 → Version 2) and is pre-filled with the template's current details. Adjust them if needed.
4. Click Publish.

Workflows that were already deployed from an earlier version are not affected. Earlier versions stay available in the library through the version picker.

Find templates in the library

Go to Library → Workflow Templates. The tab appears once at least one template is published.

• Use the filter tabs at the top to narrow the list by domain (or choose All).
• Templates are grouped by category.
• Use the search box to find a template by name.

Click a template card to open its detail page, which shows:

• The description, tags, and any variables the template uses
• Workflow details: counts of steps, connectors, schemas, data point feeds, and master data, plus a diagram of the workflow
• Related connectors: the connectors the workflow uses
• A Version picker, the publish date, domain, and category

Deploy a workflow from a template

You can deploy from two places:

• From the library: open the template's detail page, pick a version (the latest is selected by default), and click Deploy.
• From the workflows overview: go to Operate → Workflows, click Create workflow, and choose Template. Pick a template from the list to open its detail page, then click Deploy.

The Deploy workflow dialog guides you through the setup:

1. Review the steps the template contains. You can skip steps you don't need.
2. Connect each step that talks to an external system to one of your deployed connectors.
3. Fill in any variables the template asks for.
4. Click Deploy.

The platform creates the new workflow together with any schemas, schema mappings, and master data types it needs, and reports the result for each. Click View workflow to open your new workflow.

TIP

Deploying creates an independent copy. Changes to the template later — or new template versions — do not affect workflows you already deployed.

Delete a template

1. Open the template's detail page from Library → Workflow Templates.
2. Turn on the Advanced toggle at the top right.
3. Scroll to the Danger zone and click Delete template.
4. Confirm the deletion.

WARNING

Deleting a template removes it and all its published versions from the library. This is permanent and cannot be reversed. Workflows already deployed from the template are not affected.

Templates and their source workflow

A template stays linked to the workflow it was published from:

• On the template's detail page, the Advanced toggle reveals a Source workflow section with a View source workflow link.
• When you delete a workflow that has a published template, the delete confirmation includes an option to also delete the published template and its versions. This option is ticked by default — untick it to keep the template in the library.
• If you keep the template after deleting its source workflow, the template remains available and can still be deployed, but no new versions can be published for it. To share an updated version, publish another workflow as a template.