The view ofTemplatesis the place where you manage all the configuration of the processes (workflows) that will be available on your platform. From here you can create new templates, edit existing ones, duplicate them, activate or deactivate them, and review possible configuration errors or warnings.
This view is available inAdministration > Workflow > Templates(or entering from Requests and then click onSettings). To manage templates you need access with permission forModificationin the Workflow > Requests and templates module.
Actions available in the Templates view
1. Create new templates
You can create a new template by clicking onCreate Template.
By doing so, you will be able to:
Choose a workflow type (Flexible, Onboarding, Offboarding, Transfer, Lookup or Pre-entry).
Start from scratch or use a preconfigured template from the catalog.
Configure its stages, forms, approvers, dependencies and notifications once created.
2. Edit an existing template
From the3 dots (⋮)to the right of each row you can selectEdit.
Within the editor you can modify:
Flow stages.
Permissions to start or approve.
Forms and required fields.
Dependencies between stages.
Automatic or custom notifications.
Trigger actions (documents, pending tasks, user creation, etc.).
📌If the template already has associated requests, it is recommended to duplicate it before making major changes.
3. Duplicate a template
Available from the3 dots (⋮).
Use this option when:
You want to generate an alternative version.
You need to make deep changes without modifying the original template.
You want to create variations for different areas or processes.
The copy retains all configurations: stages, permissions, forms and notifications.
4. Activate or disable templates
In theStatuscolumn, you will see a toggle to enable or disable each template.
Active: available to start requests.
Inactive: hidden from collaborators, but visible to administrators.
Error / Incomplete: indicates that the template cannot be used until it is corrected.
📌 Disabling a templatedoes not affectrequests that are already in progress.
In addition, these actions can be done in bulk by selecting multiple templates.
5. Delete a template
You can delete a template from the3 dots (⋮), only if:
It has no created requests (in progress or completed).
If the template has associated processes, the system will not allow deletion.
6. Review configuration errors
In theStatuscolumn you will see an icon (ℹ️) when there is an error or warning.
By clicking you can review issues such as:
Stages without defined dependencies.
Missing required fields according to the workflow type.
Misconfigured notifications.
Incomplete permissions.
Fix the indicated points and then save the template to make it operational.
Columns available in the Templates view
From the settings button you can enable or disable columns such as:
ID
Template name
Flow type
Start (Manual / Automatic for flexible)
Status (Active, Inactive, Incomplete, Error)
Action (documents, tasks, etc.)
Number of operations
Update date
These columns help quickly identify the status of your processes and manage them more efficiently.
Bulk actions
You can select multiple templates to:
Activate / Deactivate
Duplicate
Delete (if none have associated requests)
In the top tabs you can also filter by:
Active
Inactive
Incomplete
With error
All
🤖 This article was translated using artificial intelligence. View original article.