Parent topic: Workflow Templates
Workflow Templates

Creating a Template

  1. Click Workflows > Workflow Actions.
    A list of action templates appears, organized by category.
  2. Click any action in the list.
    If the plugin you need is not listed, click Engine > Plugins and confirm whether the plugin is enabled. If not, click Enable
  3. Click New Action_Name.
    A dialog with information fields for configuring the new action template appears.
  4. Enter the information in the template fields as needed and click Save.
Parent topic: Workflow Templates