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Example on Process Templates

Process Templates provide a way to create reusable Templates for Processes that share their logic structure and can be batch updated

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Written by Erkka Honkavaara
Updated over a year ago

Process Templates provide a method for creating reusable templates for Processes with specific Process parameters. Processes based on these templates can be easily updated when the Template is modified, streamlining the management and updates of numerous Processes with similar structures but differing parameters.

Process Templates can be created either from an existing Process or by importing from a Template .json file. When updates are required, a new version of the Template can be generated by modifying a Process and then creating a new version of the existing Template from it. This allows for seamless updates to Processes based on the Template.

Templates List

The Templates List displays the history of Templates and serves as a management interface for Templates. It offers the following functionalities:

  • Importing Templates from .json files

  • Exporting Templates to .json files

  • Creating and updating Processes from Templates

  • Viewing which Processes are using Templates (current version, older versions, and Processes diverged from the Template)

  • Viewing Template change logs

  • Copying, tagging, and deleting Templates

Filters are available for text and tags.

Creating a Template

Process templates can be created in two ways:

1. Creating a Template from an Existing Process:

  • Navigate to the Process list and locate the desired Process

  • Open the action menu from the Process's row and select "Update or create a Template"

  • Use the popup modal to configure the Template's name, version, description, tags, and default values for variables used in Processes created from the Template

  • After configuration, click "Create" to finalize. The created Template will be visible in the Templates list

2. Importing a Template from a File:

  • In the Templates list, click the "Import from file" button

  • Use the popup file explorer to open the Template's .json file

  • After importing, the Template will be visible in the Templates list.

Creating a Process from a Template

To create a Process from a Template:

  • Go to the Templates list and find the desired Template

  • Click the "Edit" button on the Template's row, then click "Create new" in the popup modal to configure the Process

  • Use the configuration popup modal to set the Process's name, description, tags, and values for variables

  • Click "Create" to finalize. The created Process will be added to the list of Processes using the Template as a base

Updating a Template from a Process

To update a Template from a Process:

  • Modify the Process based on the Template using the Process Editor

  • Create a new version of the existing Template from the modified Process

  • Updating the process will cause it to diverge from the base template and allow using it to update the template. Click the “’…” button from the process’s row, click “Update or Create a Template” button from the action menu and then click “Update template” button from the popup view.

  • Use the configuration popup modal to make any necessary changes to the Template's information.

  • Click "Update" to finalize. The updated Template will be visible in the Templates List

Updating Processes to the Latest Template Version

To update Processes to the latest Template version:

  • From the Templates list, locate the number of Processes using an older version of the Template in the "Template used in" column

  • Click the number to open the popup modal for viewing and updating these Processes

  • Select the Processes to update and click "Update"

  • After updating, confirm that the Processes are now using the latest Template version from the "Template used in" column

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