Workflow Templates

Content is machine translated from English by Phrase Language AI.


Due to continuous improvements, the user interface may not be exactly the same as presented in the video.

A library of common templates is available for building workflows. Click Template Library in the left-hand menu to open the library.

Templates are presented in the library with short description and can be both searched and sorted by provider.

To use a template for a workflow, follow these steps:

  1. Click Preview for the selected template.

    The preview opens with the template displayed as a workflow.

  2. Click Import template.

    The template is opened in a new workflow with pre-populated values. Values and parameters can be modified as required.

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