Workflow templates allow you to standardize a workflow setup, and to easily update and manage all the workflows that are set up using templates.
Creating a new workflow template
To create a new workflow template, go to Workbench page for Workflows:
Click the + sign to create a new template:
The workflow creation process for the template will be the same as described previously in the Quick start and Building workflows sections.
Committing changes and publishing the workflow
After saving the workflow you will see that it is listed with status “Draft” in Workbench.
A workflow template with status “Draft” has changes that have not yet been committed.
A workflow template with status “Unpublished” is not visible to your clients.
To publish the workflow, click the upwards arrow icon:
The changes have now been committed to the workflow template.
But the template is still not available to your clients, as the status is now “Unpublished”.
Click the cloud-arrow icon to publish the workflow:
