If you need to repeatedly use the same actions with the same configurations, you can save them as templates in your Toolbar.
Step 1. Go to the Process Designer and open a new or existing process.
Step 2. Drag an action on the canvas and configure it.
Step 3. Right-click on the action and select "Save action as a template".
If the action is not properly configured, it cannot be saved as a template and a warning message will be displayed. HINT: You can press "Validate'' on top bar and the errors will be populated in the Errors Panel.
Step 4. A side-panel will open where the following must be configured:
By default, an action template will be added under its main action type (e.g. a template saved based on a Call API action will be found in the Toolbar under the Call API action). You can create sub-folders under the main action, if you want to better organize your action templates.
Step 5. Press Save configuration to save your action template. It will be reflected in the Toolbar under the selected/created folder.
An action template created will be visible in Toolbar to all users within the same workspace.
Once an action templated is added to Toolbar, you can use start using it in building processes.
Drag and drop the action template on canvas and connect it to other actions.
The action template may need some last configuration steps to be taken:
An action configuration that contains the red placeholders is not considered valid. When validating the process, all red placeholders will generate errors in Errors Panel if they were not replaced with values.
You can save a template based on another action template, and it will be saved as a new template under its root action type/folder.
You can delete the action template in Toolbar. They will have a contextual menu available: