The template steps allow the user to retain the usability of the step and its properties by saving the step as “Save as Template“ in the toolbox. There are two types of template steps, “My Template Steps” which contain the template steps saved by the current user, and “All Template Steps” contains the template steps saved by all users.

Consider a process workflow configured with few process steps. 

On click “Save as Template”, the “routeFormToQueue” step will be saved and displayed under “My Template Steps” in the toolbox. 

Provide a name to the template and select “Save as template” to confirm the action. 

Navigate to Administration - Steps - Template Steps page. All the saved template steps will be displayed within the template steps page as shown in UI below. Select the user. Use the search box to narrow down the result. Select the category from the drop down list. 

Edit template step

Select the template step row and click on Actions - Edit menu option. 

Edit the template step name and select UPDATE to confirm the action. 

Remove template step

Select the template step row and click on Actions - Remove menu option. 

Select OK to confirm the action. The template step is removed from the list. An alert notification confirms the changes. 

View template step

Select the template step row and click on View - Step menu option. 

The template step properties are rendered in a popup window. 

Export template step

Select the template step row and click on Export - XML menu option. The XML file is downloaded to local system folder. Use this feature to export the template step configuration between FlowWright environments.  

Import template step

Select the template step row and click on Import - XML menu option. Chooise the XML file from local system folder. Use this feature to import the template step configuration between FlowWright environments.