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Save as template
- Robert Alexander Marshall
Overview
Workflow builder and the markup editor gives you the option to save a workflow as a new template.
a page workflow can be saved as either a space template or a global template
a space 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
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.Â
Save a page workflow as a new space workflow template
In the navigation panel in workflow builder choose the down arrow (next to Save).
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.
The new template is saved to the space tools Document Management dashboard.
The template can be edited further in the space using workflow builder. It can also be copied and edited 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
The option to Save as a global template is only displayed for a user with global administrator permission
Global administrator password is also required.
In the navigation panel in workflow builder choose the down arrow (next to Save).
Add or amend the name for your new global workflow template and choose Save.
The new template is saved to the global workflows dashboard.
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.Â
Save as a new global template
In the navigation panel in workflow builder choose the down arrow (next to Save).
If required, a space admin can simply 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.