Creating custom templates

Project owners and team managers can create custom templates from existing projects to reuse workflows and share them with their teams.

Custom templates work alongside the pre-built templates that Claris Connect provides.

Create a template from an existing project

  1. In the left sidebar, click Templates.

  2. In the My Templates section, click + Create template.

    My templates

  3. Choose the project containing the flows you want to transition, then click Create.

The template is created and appears in your My Templates section.

Create a project from your custom template

  1. In the left sidebar, click Templates.

  2. In the My Templates section, click the template you want to use, then click Use Template.

    My templates, Use Template

  3. Enter a name for the project, then click Create.

  4. Follow the setup process to configure connectors and sign in to any services used in the template.

  5. When finished, click Create Project.

A new project is created based on your template with the same flows and structure as the original project. See Creating flows with templates.

Share a template with another team

  1. In the left sidebar, click Templates.

  2. In the My Templates section, find the template you want to share.

  3. Click More ellipsis menu, then click Share.

    My Templates, Share

  4. In the drop-down menu, select the team you want to share the template with.

  5. Click Share.

    My Templates, Share Project

The template becomes available to members of the selected team.

Delete a custom template

  1. In the left sidebar, click Templates.

  2. In the My Templates section, find the template you want to delete.

  3. Click More ellipsis menu, click Delete, then click Delete again to confirm the deletion.

The template is permanently removed from your My Templates section.

Note  Deleting a template does not affect any projects that were created from that template.

Notes 

  • Flows in projects created from a template are turned off by default.

  • If the template contains the Apple School Manager or OneRoster connector, it can only be shared with other teams that also have the education tier of Claris Connect.