Open Template

Templates are customizable, pre-built workflows fro common use cases.

To open a template:

1. Click the Templates tab on the Welcome screen, or click Search Templates under Create New.

2. Filter templates:

   • By Tag: Select tags in the Tags field. See Adding Tags.
   • By Search Term: Enter keywords in the Search field.

   The following example shows a Templates list that is filtered according to both the Active Directory tag and the search term user:

   

3. Select a template to open it in the Designer.