Workflow Templates

A workflow template is a series of pre-configured tasks that can be inserted into a workflow. you can also create your own workflow templates, for commonly used integration processes.

Using Workflow Templates

1. Open the workflow you want to add the template to.
2. Click on the Templates tab, and drag one of the templates into the task list. The task in the template will be added to your workflow.
3. You can customise the tasks as required, just like any other task.

Creating a Workflow Template

1. Create a workflow with the functionality you want to use as a template.
2. Save the workflow.
3. In the Workflows tab, right click on the workflow you have just saved, and select 'Save As Template'.