Create a new Template

Before you start

• Login User into Platform UI

• Make sure you have TemplateAdmin access.

Please check with your Coherent Customer Success representative if you require this access.

Step 1: Go to Templates

1. From the left menu, go to Templates.

2. Click Create Template (top-right).

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.

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

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)

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)

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)

• 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

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

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