How to get here
In the left menu, click Workflow and find Workflow templates.
You are now on the Workflow Template Overview screen.
Step-by-step guide
Browse your workflow templates
When the page loads, all workflow templates for your currently selected centre 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 a group header to expand or collapse that category. Each template card shows the template name and basic details.
Switch centre context
If you manage multiple locations, switch the global centre selector in the top bar of the dashboard. The template list updates automatically to show templates for the selected centre.
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 switch between pages. Rows per page: Change how many templates are shown on each page. Page arrows: Go to the next or previous results page.
View a workflow template
Click a template card (or its View action) to open it. You are taken to the template's details page where you can see all its steps and settings.
Create a new workflow template
Click the + Add workflow template button in the top right corner of the page. You are taken to the Create Workflow Template screen where you can set up a new template from scratch.
Delete a workflow template
Click the Delete action on a template card. A confirmation dialog appears with the warning: "When you delete the workflow template, all currently running workflows generated from the template will also be stopped. Do you want to continue?" This is an important warning — deleting a template not only removes the template but also stops all active workflows that were created from it. Click Cancel to go back without deleting. Click Delete to confirm and permanently remove the template. After deletion the list updates automatically.
Do you need help?
Contact support and include information about:
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