Save action as a template
If you need to repeatedly use the same actions with the same configurations, you can save it as a template 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 shown in the Errors Panel.
Step 4. A side-panel will open where the following must be configured:
- Save action as: give a name to your template (note: the template saved will be visible under this name in the Toolbar)
- Add to Folder: select the folder in the Toolbar where you want to add this action template.
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.
- Save credentials in template: this option is only visible for actions that include credentials as part of their configuration (e.g. Call API, Send Email). Check this box if you want the credentials to be saved along with the action configuration in the template. When using the action template in a process, you will no longer need to select the credential for the action, as it will be already selected.
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.
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:
- if it is created based on an action type that requires a credential, and the credential was not saved to the template, you may need to add a credential now so that the action works properly.
- if the template configuration included process variables, the process variables are replaced by a visual cue (red placeholder) to easily recognize where values are needed;
An action configuration that contains the red placeholders is not considered valid. When validating the process, all red placeholders will generate errors in the 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: