---
title: Create and manage scenario templates
slug: create-and-manage-scenario-templates
description: Learn how to use, create, and share scenario templates to streamline automation creation
image: https://archbee-image-uploads.s3.amazonaws.com/oAyFj2GHlBeBVWF5OAir2/al2Oi1zXpXSBWTR1IundX_domino-zoomin-purple-a-1.png
docTags: 
createdAt: 2025-06-17T07:19:31.814Z
---

In Make, you can create scenario templates and share them with your teammates or general Make users. There are two types of Make templates:

- **Team templates&#x20;**&#x69;nclude **private** and **published** templates. By default, all team templates created by you or your team are private and only accessible within your team. Once they are published, you can share them with any user via a link.
- **Public templates&#x20;**&#x61;re available in the public templates library and accessible to all Make users. Any team template can be submitted for review to Make to become a public template. Once approved, it will be included in the public templates library for general use.

:::hint{type="success"}
Templates are available on all [Make plans](https://www.make.com/en/pricing). Anyone can create and share scenario templates.
:::

## Create scenario templates

You can create a new scenario template using the Scenario Builder. 

:::::WorkflowBlock
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Click **Templates** in the left sidebar.
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Click **+ New template** in the upper-right corner.&#x20;

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/SWyVO4mq9a_kL8ZI0736M-20251006-082459.png)
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The Scenario Builder opens.&#x20;
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By default, Make names the template as “New template”.&#x20;

To rename it, click the title at the top of the canvas and enter a new one.

::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/Yol7FTrULwjmhA76Hhnep-20251006-082528.png" size="40" width="396" height="114" position="center" darkWidth="396" darkHeight="114" showCaption="false"}
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::::WorkflowBlockItem
Building a template works the same way as creating a scenario, with one key difference. Here, you can define how certain fields will appear when someone uses the template to create a scenario: 

- Check **Use in Wizard** box to include the field in the guided setup. If you don't check this box, the field will be hidden from users. When selected, a **Help box** appears where you can add a short description to guide users in configuring the field.&#x20;
- Check **Use as a default value** box to additionally suggest a predefined value for a field. Users will see this suggestion during setup, but can still change it if needed.

  ::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/rsHprn1Rr8W1RPFFrFwDQ-20251006-091149.png" size="70" width="962" height="1398" position="center" darkWidth="962" darkHeight="1398" showCaption="false"}
- Here's what users will see when they set up the template to create a scenario with these options enabled:&#x20;

  ::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/S9mgQiZSJ1bmubGLA_qUp-20251006-091210.png" size="60" width="906" height="970" position="center" darkWidth="906" darkHeight="970" showCaption="false"}

:::hint{type="success"}
**Keep in mind:&#x20;**

- If you don't check either box, the field and its values will be hidden from users during the guided setup, but will still appear when they start editing the scenario from that template.
- All values added to the fields in the template will be visible during  scenario editing, regardless of the guided setup options you choose.
- Wizard prompts are displayed only if the user chooses a guided setup when creating a scenario from a template.&#x20;
:::

:::hint{type="info"}
It's particularly important to check both **Use in Wizard&#x20;**&#x61;nd **Use as a default value&#x20;**&#x62;oxes when adding a module with dynamic, customizable fields (e.g., Set multiple variables).

This ensures that users see the fields when they create a scenario from your template.
:::

:::hint{type="danger"}
If the **Use in Wizard** and **Use as a default value** checkboxes do not appear:

- In the **Module settings** window, click **Save** and close the window.
- Right-click the module and select **Settings**. The **Use in Wizard** and **Use as a default value&#x20;**&#x63;heckboxes now appear.
:::
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:::WorkflowBlockItem
You can also include a short description of the scenario and of the template to explain what they do:

- Click **Set up a template&#x20;**(gear icon) in the toolbar at the bottom of the Scenario Builder.
- Add a template description (max. 1500 characters) and/or a scenario description (max. 240 characters).
- Click **Save.**

  ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/Itqa86LX-j3YpcOibQOUi-20251006-110312.png)
- The **template description** appears in the information panel when you share the template. The **scenario description** will be included in the scenario created from that template.&#x20;

  ::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/XNVWppaPfNG7ZTOk36CZm-20251006-110329.png" size="30" width="680" height="1406" position="center" darkWidth="680" darkHeight="1406" showCaption="false"}
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Once you are done, click the **Save** icon to save your template.

::Image[]{src="https://api.archbee.com/api/optimize/PL8X94efBsjvhfQV3wyyj-lpqr_q6e3ORYBzC7vj8nd-20250619-123038.png" size="50" width="1064" height="240" position="center" darkWidth="1064" darkHeight="240" showCaption="false"}
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You can find this and all other scenario templates you've created in the **Team templates&#x20;**&#x74;ab. If the list is too long, use the search box to find templates quickly.&#x20;

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/s71T1LIM1Kjk76pKX7pVE-20251006-110405.png)

## Rename scenario templates

:::hint{type="warning"}
You can only rename your team templates. If you rename a published template, you need to publish it again after changing the name. Users who have the link to the previously published version will see the updates once you republish the template.
:::

To rename an existing team template:

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Open it from the **Team templates** tab.
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Click **Options&#x20;**> **Rename.**

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/eJSfHQF3qdWznib9XH9Jy-20251006-110430.png)
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Your template will be renamed. If it's a published scenario template, you can click **Publish** so the update is reflected in the published version.

## Edit scenario templates

:::hint{type="warning"}
You can only edit your team templates. If you edit a published template, you need to publish it again after editing. Users who have the link to the previously published version will see the updates once you republish the template.
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To edit a template:

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Open it from the **Team templates** tab.
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Click **Edit**.  

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/6rGRbuNPP0SfdcHwdzGoy-20251006-110453.png)
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:::WorkflowBlockItem
Editing a template works like editing a scenario. In addition, you can adjust the  **Use in Wizard&#x20;**&#x61;nd **Use as default value&#x20;**&#x6F;ptions you set when creating the template.&#x20;
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Once you are done editing, click the **Save** icon.
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The changes you’ve made will be applied to your template. If it's a published template, you can now click **Publish** again so the update is reflected in the published version.

## Delete scenario templates

:::hint{type="warning"}
You can delete any of your private or published templates.&#x20;

Published templates must be unpublished first.  
:::

You can delete a scenario template from the **Team** **templates** tab or directly within the template.&#x20;

To delete a template from the **Team templates** tab:

::::WorkflowBlock
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Click **Delete&#x20;**&#x6E;ext to the template. 

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/Gk4Kt3gFAsKd2chIFzQZn-20251006-110516.png)
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Click **Delete** to confirm.&#x20;
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To delete a template **within the** **template itself**:

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Open the template.
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Click **Options** in the upper-right corner. 
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Click **Delete**.

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/7fWIUwxvFVJIgvUpjEldP-20251006-110959.png)
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Click **Delete** to confirm.
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The template will be permanently deleted. Any public links to a deleted template will no longer work.

## Publish scenario templates

To share your scenario template with others, you must first publish it.

To publish a template:

::::WorkflowBlock
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Go to the **Team templates** tab.
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Select the template you want to share.
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Click **Publish** in the upper-right corner.

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/Dy8b12JkBh0G692yvA53w-20251006-111047.png)
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You can now share your template via a public URL with anyone outside your team.

To unpublish a template:

::::WorkflowBlock
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Open the template and click **Options**> **Unpublish**. 

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/0-Xr6ZaSQ5se6w2LvrqjZ-20251006-111130.png)
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:::WorkflowBlockItem
Alternatively, go to the **Team templates** tab, and click **Unpublish&#x20;**&#x6E;ext to the template's name. 

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/21bqS2kBLYqBD8Rx1orBd-20251006-111153.png)
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Once you unpublish the template, it becomes private (visible only to your team). Any public links you shared while it was published will no longer work.

## Share scenario template via a public link

After publishing a template, you can share it with others via a public link.

To share a template:

::::WorkflowBlock
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Click **Share public link** in the upper-right corner.

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/NJJnCZoMHGWSkr8tEhgCr-20251006-111220.png)
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The link is now copied to your clipboard. You can paste it where needed.

:::hint{type="warning"}
People who get the link cannot edit or copy the template. They can only use it to create a scenario. 
:::

## Request to add scenario template to the public library

You can submit a request to add your published template to our public templates library.

To request approval:

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Open your published template.
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Click **Request approval**.

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/29WjP1WPe75O6SLHqNfNY-20251006-111301.png)
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The template’s status changes to **Approval pending**.
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Make’s administrator reviews your request.&#x20;
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If approved, the template will be added to the public templates library and visible in Make and on the Make.com website's [template gallery](https://www.make.com/en/templates).

You can always unpublish the template you've submitted to the public templates library and delete it. If you want to make edits to it, you need to unpublish the template, edit it, and submit it for approval once again.&#x20;
