Creating Workflow Action Templates and Global Templates

You can configure plugins to use as action templates to be reused in steps in one or more workflows. You can also create global templates from plugin configurations that were created for a step in an individual workflow; this procedure adds those configurations to the list of action templates that are available for reuse.

Creating a Workflow Action Template

  1. Click Workflows in the top menu, then click Workflow Actions in the left navigation menu.
    A list of action templates appears, organized by category.
  2. Click any plugin in the list.
    Note: If the plugin you need is not listed, click Engine in the top menu and then click Plugins in the left navigation menu. Review the list to confirm whether the plugin is enabled. If not, click Enable next to the plugin name.
  3. To open the configuration dialog, click the New button.
    Note: If a template already exists for this plugin, it will appear in the Action Template list. You can edit this existing plugin template by clicking the template name.
  4. Enter data in the template fields and click Save.
    The new template appears in the Action Template list.

Creating a Global Template for Workflows

  1. Click Workflows in the top menu, then click Workflow Designs in the left navigation menu.
  2. Open one of the workflows in the list.
  3. Right-click a step in the workflow, then click Change Action Template.
  4. To the right of one of the actions in the list, click the globe icon.
    The template now appears in the Action Template list under Workflows > Workflow Actions, and can be reused in other workflows.