What This Screen Does
This is where you see all your workflow templates in one place. Think of it like a filing cabinet for your automated processes — each template defines a set of steps that run automatically when something happens (like a new member signing up or a payment being made). From here you can browse, open, or delete any template, and create new ones.
How to Get There
Open the dashboard.
In the left-hand menu, click Workflow template.
You are now on the Workflow Template List screen.
Step-by-Step Guide
1. Browse Your Workflow Templates
When the page loads, all workflow templates for your currently selected gym are fetched and displayed automatically.
Templates are shown in a collapsible grid view, grouped by their trigger type (the event that starts the workflow, such as a member action, a payment event, etc.).
Click on a group heading to expand or collapse that category.
Each template card shows the template name and basic details.
2. Change the Gym Context
If you manage multiple locations, switch the global gym selector in the top bar of the dashboard.
The template list will automatically refresh to show templates for the selected gym.
3. Page Through Results
The list uses pagination with 10 items per page by default.
Use the pagination controls at the bottom of the list to move between pages.
Control | What It Does |
Rows per page | Change how many templates appear on each page. |
Page arrows | Move to the next or previous page of results. |
4. View a Workflow Template
Click on a template card (or its View action) to open it.
You will be taken to the template detail page where you can see all its steps and settings.
5. Create a New Workflow Template
Click the + Add workflow template button in the top-right corner of the page.
You will be taken to the Create Workflow Template screen where you can set up a new template from scratch.
6. Delete a Workflow Template
Click the Delete action on a template card.
A confirmation dialog will appear with the following message:
“When deleting the workflow template, then all currently running workflows generated from the template will also be stopped. Would you like to proceed?”
This is an important warning — deleting a template does not just remove the template. It also stops all active workflows that were created from it.
Click Cancel to go back without deleting.
Click Delete to confirm and remove the template permanently.
After deletion, the list refreshes automatically.
What Happens Behind the Scenes
Loading the List
Page loads
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API call: getTemplates() via Redux
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Templates are fetched for the currently selected gym
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Templates are grouped by WorkflowTriggerType
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Grid view renders all templates with pagination
Deleting a Template
You click "Delete" on a template card
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Confirmation dialog appears with warning
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You click "Delete" to confirm
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API call: WorkflowTemplatesService.deleteTemplate({ id })
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Template and all its running workflows are stopped and removed
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API call: getTemplates() (list refreshes)
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Dialog closes, updated list is displayed
Troubleshooting
“I do not see any workflow templates on the page”
Make sure you have the correct gym selected in the global gym selector at the top of the dashboard.
Templates are tied to a specific location. If you switch gyms, you may see a different set of templates — or none at all.
If no templates have been created yet, the list will be empty. Click + Add workflow template to create your first one.
“The page is loading forever and templates never appear”
Check your internet connection and try refreshing the page.
If the loading spinner keeps spinning, the workflow template service may be temporarily unavailable. Wait a moment and try again.
If the problem continues, contact your system administrator.
“I accidentally deleted a workflow template”
Unfortunately, deletion is permanent. There is no undo.
You will need to recreate the template from scratch using the + Add workflow template button.
Remember that deleting a template also stops all workflows that were running from it, so you may need to set those up again as well.
“I deleted a template but the workflows from it are still running”
After deletion, all running workflows generated from that template should be stopped automatically.
If you still see activity, try refreshing the page. The system may take a moment to process the stop requests.
If workflows persist, contact your administrator — there may be a server-side delay.
“I cannot find the + Add workflow template button”
The button is in the top-right corner of the page, next to the breadcrumb navigation.
If you do not see it, you may not have the required permissions to create workflow templates. Ask your administrator to check your role settings.
“The templates look different after I switched gyms”
This is expected behavior. Workflow templates are specific to each gym/location.
Each gym has its own set of templates. When you switch the global gym selector, the list updates to show only the templates belonging to that gym.
“I clicked Delete but nothing happened”
After clicking Delete on a template card, a confirmation dialog should appear. Look for it — it may be behind another window or overlay.
If the dialog appeared and you clicked Delete but the template is still there, the deletion may have failed. Check for a red error notification at the bottom of the screen.
Try refreshing the page and attempting the deletion again.
“I see an error message after trying to delete a template”
A red error notification means something went wrong on the server side.
The template may be in use by a process that cannot be interrupted right now.
Try again in a few minutes. If the error persists, note down the error message and contact support.