> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/coherent-control/workflow-templates/create-a-new-template.md).

# Create a new Template

### Before you start

* Login User into Platform UI
* Make sure you have **TemplateAdmin** access. 

{% hint style="info" %}
Please check with your Coherent Customer Success representative if you require this access. 
{% endhint %}

<figure><img src="/files/RHv9add2k9Jq96o5e7D1" alt=""><figcaption></figcaption></figure>

### Step 1: Go to Templates

1\. From the left menu, go to **Templates**.

2\. Click **Create Template** (top-right).

<figure><img src="/files/6aF3wA4U6YQROfK8tyxT" alt=""><figcaption></figcaption></figure>

### Step 2: Fill Template Details

In **Template Details**:

* **Template Name** *(required)*: Use a clear name (example: “Loans – Maker/Checker – Edit Inputs Only”).
* **Template Description**: 1–2 lines explaining when to use this template.
* **Short Description**: A brief summary (max 100 characters).

Click **Save Template Details**.

<figure><img src="/files/p4lsO7fLPaCpLL7QaSFS" alt=""><figcaption></figcaption></figure>

### Step 3: Build the workflow (canvas)

You’ll land on the template builder page (canvas).

At the bottom, use:

* **Add Task** to add workflow steps
* **Reset** to clear the canvas (if needed)
* **Create Template** to publish/save when you’re done

<figure><img src="/files/nTPoYy2f64kEfL9l5mN6" alt=""><figcaption></figcaption></figure>

### Step 4: Add tasks (one by one)

Click **Add Task** → fill **Add New Task**:

* **Task Name** *(required)*: The step name (example: “Upload file”, “Validate fields”, “Approve changes”)
* **Button Text** *(required)*: What the user clicks (example: “Submit”, “Send for review”, “Approve”)
* **Description** *(required)*: What the user should do in this step
* **Enable Executables** *(optional)*:
  * Set **TRUE** only when you need executable-driven behavior.
  * **Important:** When **Enable Executables = TRUE**, the **Add Task Action** list is limited to **4 actions only**:
    * **Save**
    * **Update Status**
    * **Email**
    * **Publish to Spark**

Click **Create** to add the task to the canvas.

Repeat for each step in the process.

### Step 5: Configure template controls (right panel) <a href="#workflowtemplates-step5-configuretemplatecontrols-rightpanel" id="workflowtemplates-step5-configuretemplatecontrols-rightpanel"></a>

On the right-side panel under **Template Configuration**, set:

* **Reset File**: Shows a “Reset file” option in the control flow
* **Require Maker Checker on Update**: Requires approval when updates are made
* **Chain Update Confirmation**: Adds an extra confirmation step before applying updates
* **Chain status on Update**: Choose the status that should apply after updates (example shown: “continue”)
* **Roles**: Select roles to add (required if your workflow depends on role-based actions)

<figure><img src="/files/6ZeTb9AM5mScLuRghKg8" alt="" width="185"><figcaption></figcaption></figure>

### Step 6: Save / publish the template

When tasks and settings are complete:

1\. Review the workflow end-to-end (task order, labels, descriptions).

2\. Click **Create Template**.

### Quick checklist (admin QA) <a href="#workflowtemplates-quickchecklist-adminqa" id="workflowtemplates-quickchecklist-adminqa"></a>

* Template name and descriptions are customer-friendly
* Tasks have clear action verbs (Upload / Review / Approve)
* Button text matches the action (Submit / Send / Approve)
* Maker/Checker settings match your compliance needs
* Roles are configured (if required)

### Troubleshooting <a href="#workflowtemplates-troubleshooting" id="workflowtemplates-troubleshooting"></a>

**Can’t see “Create Template”** → check admin permissions.

**Template doesn’t behave as expected** → review Require Maker Checker on Update Flag is FALSE


---

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