Scenario templates

templates are predefined {{scenario plural lowercase}} that you can expand and customize to create new {{scenario plural lowercase}} you can then scenario templates docid\ wpmvtohxphhag2upto7wo these with friends and colleagues benefits of templates creating your {{scenario plural lowercase}} becomes much easier instead of starting each new {{scenario singular lowercase}} from scratch, you can use a template as a foundation to expand upon share your templates with anyone save your templates for future use who can create templates? anyone with a teams plan can create templates see the available subscription plans http //www make com/en/pricing using templates you can find the templates tab under your team in the left hand menu search for templates using the search bar in the top right corner template types public templates a collection of templates created by make and our partners that features many common integrations anyone can use them to create {{scenario plural lowercase}} see scenario templates docid\ wpmvtohxphhag2upto7wo team templates only available for teams and enterprise organizations team templates are those you and your team create from the team templates screen, you can create, customize, save, and share your templates with others creating a scenario from a template using a public template make creates and maintains a library of templates you can find it by clicking templates on the left sidebar and looking under the public tab go to templates > public and click the template you want to use choose whether you want a guided setup experience or simply a new {{scenario singular lowercase}} from the template guided setup this option includes on screen prompts to help you configure the template for your needs click start guided setup follow the on screen prompts to configure your scenario o ptional click skip guided setup at any time to end the guided setup you still need to configure all modules but on screen prompts no longer appear new scenario this option instantly creates a new scenario in your organization from the template you need to manually configure module settings, such as connections click create a new scenario from template edit your new scenario the same way as any scenario name and save your {{scenario singular lowercase}} test and schedule your {{scenario singular lowercase}} using a team template go to templates > team and click the template you want to use click options click + create scenario choose which organizations docid foycaspyp9uykgm7lqpb you want to create your {{scenario singular lowercase}} for click save you are now ready to edit your scenario creating templates click templates in the left hand menu click + create a new template the scenario builder appears use the builder to create templates the same way you create regular {{scenario plural lowercase}} you can only edit your private templates you cannot edit any published templates templates cannot start with a webhooks docid 1yhunj8jvzyxip9cf3ps1 renaming templates when you create a new template, make names it “new template” by default edit the name by clicking the title displayed at the top of the page, or follow the steps below click options in the top right corner click rename you can only rename private templates adding a description you can include a description of your template to inform others of its functionality click the gear icon in the controls panel below your template add your description in the box provided (max 240 characters) click save your description appears in the template information panel editing templates editing a template is similar to editing a {{scenario singular lowercase}} with extra options for each field use in wizard checking this box includes the field in the guided setup select it for fields that users need to personalize or edit use as a default value checking this box makes the value you defined the default value for that field select it to include a recommended value that users can edit known issues when adding a module with dynamic, customizable fields, such as set multiple variables , you need to check both use in wizard use as a default value selecting both check boxes ensure that users can see the field when they create a scenario from your template if the use in wizard and use as a default value checkboxes do not appear in the module settings window, click ok to save your changes and close the window right click the module and select settings the use in wizard and use as a defualt value checkboxes now appear deleting templates you can delete any of your private or published templates from your template list, click delete to the right of any template from a template, click options in the top right corner, then click delete publishing templates publishing to share your template with others, you must first publish it to publish a template choose which private template you want to share click publish in the top right corner you cannot edit a published template you need to first unpublish your template then you can edit and republish share a public link once you publish your template, you can share it with others click share public link in the top right corner to copy the link to your clipboard template recipients cannot change or clone the template requesting approval you can send your published templates for approval to make them available in the public templates library click request approval in the top right corner the button will now read “approval pending” a make administrator reviews your template for public use after approval, make adds your template to the public templates library if your template contains a custom app, we can't add the template to the public library you can still share the template using the public link