# How to create a Process from a Template

Templates are available to specific organizations via template tags. If you feel a template is missing or should be available in an organization, please contact a portal admin.

## Creating a Process from a Template

1. Click on "Integration catalog" and select a template.

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FWoq2K2OeDC2JfEn6nqTl%2Fscreenshot-rocks%20(76).png?alt=media&#x26;token=6ca65401-a748-4d32-b885-993d1f129878" alt=""><figcaption><p>Integration catalog contains all the Templates available to your organization.</p></figcaption></figure>

2. Follow the onboarding steps for the selected template.

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2F9ovGMLPdlQFCRn8lJWCX%2Fscreenshot-rocks%20(77).png?alt=media&#x26;token=298eaa37-0d0a-46b8-af6b-7e66387ce9d2" alt=""><figcaption><p>Selecting a Template shows a preview of the Process, as well as option to take it into use.</p></figcaption></figure>

3. Give your process a name, and fill-in any variable values, then click "Continue"

<div align="left"><figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FwdH3xqQXvEwEnG4JtWsa%2Fscreenshot-rocks%20(78).png?alt=media&#x26;token=09ce13f2-87ae-4b64-b252-6202c6bed78f" alt=""><figcaption><p>Process settings from a Template.</p></figcaption></figure></div>

4. The process is now created and awaiting execution.&#x20;

## Deploying and Running the Process

1. Click the "Execute trial run". Clicking this repeatedly will execute the process multiple times in the test agent group.&#x20;
2. To deploy it to the production agent group click on the "Continue" button.

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FWf868ZYohegc9B35SL8y%2Fscreenshot-rocks%20(79).png?alt=media&#x26;token=0591acec-1fb1-4c45-a842-9420ed552277" alt=""><figcaption><p>When creating a Process from Template, a trial run can be made in test environment.</p></figcaption></figure>

3. Then "Deploy to use".

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FYM3KEv0J9PV0emtyIrPn%2Fscreenshot-rocks%20(80).png?alt=media&#x26;token=ec5e674f-96c9-4c93-9419-1d8cfa1da1fd" alt=""><figcaption><p>After deployment, the Process will be executed in production.</p></figcaption></figure>

NOTE: Only Processes that have been deployed to the Production Agent Group are visible in the "My Integrations" list of deployed Processes.

<figure><img src="https://1996790239-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FY6GDpBcNZ0ne5Crknhg1%2Fuploads%2FqdORgr4ZVLW3BAAPwhMh%2Fscreenshot-rocks%20(81).png?alt=media&#x26;token=a0ada17c-afd2-4620-9a08-abfebbc65d72" alt=""><figcaption><p>My integrations displays the Production-deployed Processes only.</p></figcaption></figure>

REMINDER: Processes that are not deployed to the Production Agent Group, will be deleted from the system.


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