APIANT for Integrators
Automation Templates

Templates dashboard

3min

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):

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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:

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

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

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