Custom Workflow templates

It appears that IDN has a concept of “workflow templates”.

Can those be exposed to the SaaS configuration endpoint for import/export so that we can create our own templates and reuse them among our customers? It doesn’t appear that there’s an API for this presently.

Workflow templates are just JSON scripts that are very generic. You can create your own “templates” by creating a workflow in your tenant, downloading the script, and then modifying the JSON to remove the owner from the script so that anyone can import it. You can then build your own library of template scripts that you can share internally or externally.

The scripts I share in this blog post are edited in this manner so that you can upload them to your tenant as a kind of template. To upload a JSON workflow script, create a new workflow and select “Start with a JSON File”.

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