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Templates

Access the templates in DBSync Cloud Workflow

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Introduction

DBSync Cloud Workflow allows you to publish any task as a template for repetitive use. These templates can be published as private or public templates. The templates that you publish in DBSync Cloud Workflow are stored in a central repository that you can access from the DBSync Cloud Workflow platform. By leveraging these customized templates, you can quickly implement custom integration scenarios without the need to develop a mainstream integration technique. This enables you to set up automated workflows as per your requirements and needs.

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Access Templates

  1. To access Templates, click from the top panel. This opens the left menu panel.

  2. Click Templates to see a list of templates and versions.

You will see the entire list of templates and versions.

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Upload a Template

  1. Create an Automated Taskarrow-up-right in your Project and download it.

  2. In the Flow builder page of the Automated task, click Settings → Upload As Template to create the customized task as a template.

  3. Specify the Template Name and the Version Number, and click Submit.

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NOTE: Select the Save credentials checkbox to save the credentials of the connectors which are used in the specific template.

You will be directed to the Templates page to verify the specifics of your newly created template.

  1. Expand a template to view:

  • Version Number: Displays all the versions of the template.

  • Listing Status: Displays the status of each version of the template whether it is available as Publish for marketplace or Publish to Internal Template Library.

  • Owner: Displays the name of the user who created the template.

  • Created On: Displays the date the template version was created.

  • Action: You can Download the template or Request a Review.

NOTE

Each template will have a version number and can be viewed by expanding the template name row. Each version can be sent to the marketplace or published as an internal template, or shared with others.

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Publish a Template

You can perform the following actions for each version of the template:

  • Publish for Marketplace: Publish the template to the marketplace/global template library, where the template can be accessed by any DBSync Cloud Workflow platform user across organizations.

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To publish your template to the Marketplace, the template needs to be run through the Template Review process. These will be reviewed by DBSync Admins before publishing.

  • Publish to Internal Template Library: Publish the template within the organization with other team members.

  • Activate/Deactivate a Template: Publish/unpublish the template from the marketplace.

  • Request Review: Submit the template for a review process in which the created template will be reviewed by DBSync App Center Admins.

  • Cancel Request Review: Click the dropdown action - Cancel Request to cancel the review request raised earlier.

  • Share template: Share the template with another user by entering the email address of the recipient. You can also share the template via a link.

  • Download Template: Download any version of the task by clicking the download icon. The template version will be downloaded as a zip file to your local system.

  • Reuse Templates: Import any particular version of the template to an existing or to a new project by clicking the icon in the Action column.

  • User permissions for Publishing a Template: Publish for Marketplace and Publish as Internal template features are permission-based. This means, you can perform these two actions only if the DBSync AppCenter admin has given you these two permissions.

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