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Overview
Workflow builder and the markup editor gives you the option to save a workflow as a new template.
a page
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workflow can be saved as either a space template or a global template
a space
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workflow can be saved as a global template
At space and global level, workflows can also be
created and saved as a new template
copied, edited and saved as a new template
Using Workflow Builder
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The user must have the appropriate administrator permission to save the workflow template.
Saving a page level workflow
In workflow builder a page workflow can be saved as either a space workflow or a global workflow.
In page mode, saving a workflow template requires you to have at least space admin permission.
Save a page workflow as a new space workflow template
In the
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navigation panel in workflow builder choose the down arrow (next to Save)
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.
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The option to Save as space template is only displayed for a user with space administrator permission.
Add or amend the name for your new space workflow template and choose Save.
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The new template is saved to the space tools Document Management
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The template can be edited further in the space using workflow builder. It can also be copied and edited
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using workflow builder accessed using the Edit option in the ellipsis menu for a workflow in the space document management dashboard
Save a page workflow as a new global template
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The option to Save as a global template is only displayed for a user with global administrator permission
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| Info |
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Global administrator password |
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is also required. |
In the
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navigation panel in workflow builder choose the down arrow (next to Save)
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.
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Add or amend the name for your new global workflow template and choose Save.
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The new template is saved to the
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The template can be edited further as a global template using workflow builder. It can also be copied and edited using workflow builder accessed using the Edit option in ellipsis menu for a workflow in the global workflows dashboard.
Saving a space level workflow
In workflow builder, a space workflow can be saved as a global workflow.
Saving a workflow as a global template requires you to have global admin permission.
Save as a new global template
In the
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navigation panel in workflow builder choose the down arrow (next to Save)
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.
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If required, a space admin can simply |
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use the space dashboard ellipsis menu option for an existing space workflow to create a copy and edit the copy to create a new space template. |