Save workflows as template

Save your workflow as template if you want to use it as a basis for future workflows.

Step by step

  1. Open the "Workflows" navigation item.

  2. Select the approved workflow.

    Only approved workflows can be saved as templates: If there is an approved version and a draft version of your workflow, the approved workflow will be used for your workflow template.

  3. Click the "Create template" icon.

  4. Enter a name for your workflow template.

    If you do not enter anything, your workflow name will be used.

  5. Click Save.

  • You have saved a workflow as template.

In the "Workflow templates" tab you can edit, copy and delete your templates.

Next step