Creating a template from a project

Studio Web comes with various built-in templates to help users get started with their automations. In addition, you can create a custom template from any project that can be used as a starting point for automations by the users in your organization.

Note: Only users with the Studio Web Administrator or Organization Template Author roles can create and manage custom templates.

To create a template from a project:

1. Open a project in Studio Web.
2. On the upper-right side of the project designer, click Submit as template.
3. Enter a name and a description for the template, and then select Create.

The template is added to the templates page for all the users in the organization.

Editing the workflow of a template

After you create a template, you can make edits to the workflow and save the updated template.

1. Go to the Templates page in Studio Web.
2. On the template you want to edit, select More actions > Edit workflow.

   The template opens in the project designer.

3. Edit the workflow as needed.
4. When you are done editing, select Update template above the design area.
5. Optionally, edit the name or the description of the template, and then select Update to save the changes.

   The template is updated with your changes.

Promoting or demoting a template

By default, when you create a custom template, it is available to all the users in the organization. To make it available only to you, you can demote it to user level. Should you then want to make it available to all users again, you can promote it to the organization level.

To demote an organization-level template to user level:

1. Go to the Templates page in Studio Web.
2. On the template you want to demote, select More actions > Demote to User level.

   The template is removed from the templates page for all users except you.

To promote a user-level template to the organization level:

1. Go to the Templates page in Studio Web.
2. On the template you want to promote, select More actions > Promote to Organization level.

   A duplicate of the template is created and added to the templates page for all the users in the organization, while the user-level template is also preserved.

Deleting a template

1. Go to the Templates page in Studio Web.
2. On the template you want to delete, select More actions > Delete, and then select Delete again to confirm.

   The template is removed from the templates page for all the users to which it was available.