🔸Automation Flows - Template

In SprintHub, it's easy to create and use automation Templates to streamline the process in your flow. Follow the steps below:

  1. In “Automation flows”, choose which flow you want to create the template for and click on the name without editing;

  1. Next to back we can open a selector that will give us the option to "Create a template":

  1. Configuring your template to save:

  • Name: Enter for the identification of your template;

  • Description: Describe in detail what the template refers to;

  • Public Template: If enabled, all system users will be able to view and edit the template;

  • Share with: All selected users will be able to view and use the template;

  • After making changes, click “Save Template”.

  1. Using the template:

  • Click “new” to create a new Automation Flow;

  • When opening the flow, click “Choose Template”, and select the desired template.

And that's it! After choosing, the builder will open with your template to modify as you wish.

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