Create new templates in Adobe Workfront Fusion
You can create new scenario templates in Adobe Workfront Fusion.
Access requirements
You must have the following access to use the functionality in this article:
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on Adobe Workfront Fusion licenses, see Adobe 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
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Click Templates in the left navigation panel.
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Click Create a new template in the upper-right corner.
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(Optional) Rename the template by replacing the default New template name in the upper-left corner.
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(Optional) To change the language of your template, click Set up a template 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. -
(Optional) To enter a description of the template, click Set up a template and enter the description.
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Add apps, modules, and tools in the same way as you would do when creating a standard scenario.
To add contextual help to the modules, see Set up Wizard functionality in this article.
For more information on building a scenario, see Create a scenario in Adobe Workfront Fusion.
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. -
(Optional) Click Run once to test your template.
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Click the Save icon .
Create a template from a scenario
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Open the scenario details page for the scenario that you want to create a scenario from.
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Click the Admin drop down near the upper-right corner of the page.
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Select Clone as template.
The scenario is copied into a New template page.
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(Optional) Rename the template by replacing the default New template name in the upper-left corner.
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(Optional) To change the language of your template, click Set up a template 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. -
(Optional) To enter a description of the template, click Set up a template and enter the description.
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Edit apps, modules, and tools in the same way as you would do when editing a standard scenario.
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. -
(Optional) Click Run once to test your template.
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Click the 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.
- Click the module added to the template to see the module’s fields.
- Locate the field where you want to add Wizard information, and enable Use in Wizard for that field.
- Enter the information you want to make visible for users into the Help field.
- (Optional) To allow users to see this text when using the template, enable Use as default value.
- Repeat steps 2-4 for each field that you want to provide information for.
- Click OK to save changes and close the module.