Create a Template Node

Use a template node to save an entire workflow or just a specific node. The template node can then be applied to easily reuse the saved portion in another workflow.

Click here for information about applying a template.
  1. Navigate to Administration > Workflows within an enterprise, site or project, and then open a workflow from the dialog displayed.
  2. Right-click on a node and click Save As Template.
    To create a template of the entire workflow, right-click on the start node and click Save As Template.
    This opens the Save As Template form.
  3. Enter the name of the new template in the Name field.
  4. Select the information that you want to save within the template in the Save Options section.
    The options displayed vary depending on the type of node that you are using to create the template.
  5. Click Save to create the new template.