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DocumentationÃÛ¶¹ÊÓƵ Workfront Fusion

Create new templates

Last update: Thu Jan 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

You can create new scenario templates in ÃÛ¶¹ÊÓƵ Workfront Fusion.

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Before creating a new template, you can check the Public templates tab to ensure that the template you want to create is not already available.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to use the functionality in this article:

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ÃÛ¶¹ÊÓƵ Workfront package Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

Or

Current: Work or higher
ÃÛ¶¹ÊÓƵ Workfront Fusion license**

Current: No Workfront Fusion license requirement.

Or

Legacy: Any
Product

New:

  • Select or Prime Workfront plan: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion.
  • Ultimate Workfront plan: Workfront Fusion is included.

Or

Current: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.

Create a new template

You can build a template in a process similar to building a scenario. Fusion administrators can also create templates from existing scenarios.

Build a template

  1. Click Templates Templates icon in the left navigation panel.

  2. Click Create a new template in the upper-right corner.

  3. (Optional) Rename the template by replacing the default New template name in the upper-left corner.

  4. (Optional) To change the language of your template, click Set up a template Scenario settings icon and select the language from the Language drop-down.

    note important
    IMPORTANT
    The Languages selection corresponds to the languages available in the system settings and concerns only the name of the public template and its description. You can’t change a template language once the template has been saved.

  5. (Optional) To enter a description of the template, click Set up a template Scenario settings icon and enter the description.

  6. Add apps, modules, and tools, using the same processes as adding modules to a scenario.

    For instructions, see the articles under Add modules.

    To add contextual help to the modules, see Set up Wizard functionality in this article.

    For more information on building a scenario, see Workflow for creating a scenario.

    note note
    NOTE
    If your template includes modules that require adding the connection, credentials, or other privacy-sensitive information, this information is not shared with the template users.

  7. (Optional) Click Run once to test your template.

  8. Click the Save icon Save icon to save the template.

When you save your template, it becomes visible to your team members. If you want your template to be accessible outside of your team, you must submit a request to have it approved and published. The request is sent to the ÃÛ¶¹ÊÓƵ Workfront Fusion team for approval. After it is approved, the template is accessible by others outside of your team.

For information on publishing templates, see Publish and share ÃÛ¶¹ÊÓƵ Workfront Fusion templates.

Create a template from a scenario

NOTE
You must be a Fusion administrator to create a template from a scenario.

  1. Click the Scenarios tab in the left panel.

  2. Select the scenario that you want to create a template from.

  3. Click the Admin drop down near the upper-right corner of the page.

  4. Select Clone as template.

    The scenario is copied into a New template page.

  5. (Optional) Rename the template by replacing the default New template name in the upper-left corner.

  6. (Optional) To change the language of your template, click Set up a template Scenario settings icon and select the language from the Language drop-down.

    note important
    IMPORTANT
    The Languages selection corresponds to the languages available in the system settings and concerns only the name of the public template and its description. You can’t change a template language once the template has been saved.

  7. (Optional) To enter a description of the template, click Set up a template Scenario settings icon and enter the description.

  8. Edit apps, modules, and tools as desired, using the same processes as adding modules to a scenario.

    For instructions, see the articles under Add modules.

    To add contextual help to the modules, see Set up Wizard functionality in this article.

    note note
    NOTE
    If your template includes modules that require adding the connection, credentials, or other privacy-sensitive information, this information is not shared with the template users.

  9. (Optional) Click Run once to test your template.

  10. Click the Save icon Save icon .

Set up Wizard functionality set-up-wizard-functionality

The Workfront Fusion template Wizard allows you to provide future users of your template with instructions or information related to the specific fields used in modules.

  1. While creating a template, click a module added to the template to see the module’s fields.
  2. Locate the field where you want to add Wizard information, and enable Use in Wizard for that field.
  3. Enter the information you want to make visible for users into the Help field.
  4. (Optional) To allow users to see this text when using the template, enable Use as default value.
  5. Repeat steps 2-4 for each field that you want to provide information for.
  6. Click OK to save changes and close the module.
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