Create a new job, service, or subflow from a template

The template browser provides predefined templates for creating jobs, services and subflows.

  1. On the Explorer page, click the New icon . Flow Designer displays the New Flow page with template selections.
  2. Use the Job, Service, or Subflow links at the top left side of the page to display available selections in each category.
    Depending upon the number of templates available, you may have to use the scroll bar on the right side of the display to see all templates.
  3. Optionally, you can use the filter feature to find templates, by name, for the type of flow you want to build.
    Type a letter or a string, such as "p" or "parseaddress."
  4. Select a template, and click OK.
    Flow Designer prompts you to specify a name. The application provides a unique name suggestion. For example, if "ParseAddressFields" is already used, Flow Designer suggests "ParseAddressFields1." If you try to use an existing flow name, you will see an error prompting you for a different name.
  5. Once you decide on a name, click OK.
    The flow editor saves the new flow on the server and displays the selected flow on the canvas, with all of the stages it contains. You will see your flow name displayed at the top left of the workspace.
You can now modify the template job to suit your needs.