Input Templates

Input Templates are reusable sets of input fields that can be imported into any workflow template's input schema. Instead of defining the same fields from scratch each time, create a template once and reuse it across multiple workflows.

What You See

Input templates are displayed as a grid of cards, each showing:

• Name — the template title
• Description — what fields this template contains
• Field count — number of fields defined
• Usage count — how many workflow templates use this input template

Each card has an action menu with Edit, Duplicate, and Delete options.

Creating an Input Template

Click New Input Template to open the editor dialog.

Template Details

• Name — a descriptive name (e.g., "Client Information", "Account Details")
• Description — optional description of the template's purpose

Defining Fields

Add fields to the template. Each field requires:

Property	Description
Name	Machine identifier (alphanumeric, underscores, starts with a letter)
Label	Display label shown to users
Type	Text, Number, Date, Checkbox, Select, Multi-select, Checkbox Group, or Time Slot
Required	Whether the field must be filled
Description	Optional help text

Type-Specific Options

• Select / Multi-select — define the list of options users can choose from
• Number — optionally add a formatting mask (pattern like ###-##-#### or regex)
• Number / Date — optionally add validation rules (e.g., must be greater than another field)

Managing Fields

• Add — click to create a new field
• Edit — click a field to modify its properties
• Delete — remove a field
• Reorder — drag fields to change their display order

Using Input Templates

To use an input template in a workflow:

1. Open the Template Editor
2. Go to the Schema tab
3. Click Import from Template
4. Select the input template you want to import
5. The fields are merged into your workflow's input schema

TIP

Importing merges fields — it doesn't replace existing fields. You can import from multiple templates and then customize individual fields as needed.

Managing Input Templates

Action	Description
Edit	Open the template editor to modify fields
Duplicate	Create a copy of the template
Delete	Permanently remove the template

Tips

• Create input templates for common data patterns used across multiple workflows (e.g., "Client Info", "Account Details")
• Use descriptive names so template designers can quickly find the right template to import
• Keep templates focused — one template per logical group of fields rather than one giant template