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Creating templates
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  • Creating templates

    Canvas' powerful template system enables you to create standardized blocks and workflows for fast and easy deployment and management across all your clients.

    Templates are managed in the Workbench section
    • Use workflow templates to standardize and streamline the onboarding process for your clients. If you are setting up many similar workflows, then a workflow template will allow you to maintain these in a centralized way.
      Creating workflow templates

    • Use block templates to speed up development, reduce code duplication, and to provide easily customizable options in the UI via block settings.
      Creating block templates

    • Use functions to setup and manage useful helper functions for reuse across your workflows, blocks - and for use in the Mapper block.

     

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