website logo
⌘K
Explore our documentation
Contact APIANT support
What is APIANT?
Automation Editor
Key Concepts
Account Management
Managing Automations
App Connections
Building Automations
Alert Mappings
Troubleshooting
CRMConnect: Mindbody → HubSpot
CRMConnect: DonorPerfect → HubSpot
CRMConnect: DonorPerfect → ActiveCampaign
MailConnect: DonorPerfect → Mailchimp
ShopConnect
ShopConnect Settings
Sync Products
Manually sync Mindbody services/pricing options to Shopify
How to tag products in Shopify to prevent sync during sales sent to Mindbody
Retrying orders from Shopify → Mindbody
Manually pushing Mindbody orders to Shopify
Mindbody Pricing Discontinuation: Integration with Shopify
Guide to manually syncing Mindbody Packages with Shopify Products
Features that are not supported in ShopConnect
Automation Alert Reports
Linked Accounts
ZoomConnect
New features in version 4
Settings
General
Email & SMS
BOTs
MINDBODY
Zoom
ZoomConnect Mindbody Appointments - Setup and requirements
Troubleshooting
Assembly Editor
Key Concepts
Account Management
API Key Management
Managing Content
Building Assemblies
API Integrations
Other Assembly Types
Keyvalue Storage
Assembly development cycle
APIANT for Integrators
Help Forum
Automation Templates
Development Server
Module IDE
Shared App Connections
Tenants and Linked Accounts
APIANT Inline
Supported functionality
Embed Inline
Sandbox
Docs powered by
Archbee
APIANT for Integrators
Automation Templates

Templates dashboard

4min

The templates dashboard is used to manage the catalog of templates (see Templates catalog) and to optionally deploy templates to user accounts (see Deploying templates):

Document image


The automations within the templates account are not themselves turned on and do not process data.

Since the templates account is re-purposing the automation dashboard with just some tweaks to certain functionality, begin by reviewing Dashboard to understand the basics of the dashboard's functionality.

This section will discuss the main differences to the dashboard for the purposes of managing templates in the catalog.

Use the switch here to make templates public so they appear in the Templates catalog, or set them to private to exclude them from the catalog:

Document image


The name given to individual templates is what appears in the Templates catalog:

Document image

Document image


The category description is what appears in the Templates catalog details:

Document image

Document image

Document image




Updated 03 Mar 2023
Did this page help you?
PREVIOUS
The "templates" account
NEXT
Categories & collections
Docs powered by
Archbee
Docs powered by
Archbee