How-To: Creating A New Template

How to Create a New Blueprint

Overview

When you use a solution over and over again, it’s a good idea to turn it into a Template. This how to guide will walk you through the steps needed to create a repeatable solution as a Blueprint.

Steps

Step 1 - Initial Setup

1. Navigate to the Templates page using the side navigation

2. Click Manage in the top right corner

3. Use the toggle on the left to select Library Templates or Client Templates

   1. Library Templates are global and accessible in all clients

   2. Client Templates are specific to the individual client, and cannot be seen or installed outside of that client

4. Click the New Template button in the top-right.

5. Select the language that you want to use to build your Template.

Step 2 - Create Inputs

All of the information on this tab is optional, but strongly recommended.

1. Follow this how to guide on creating Template Variables. → How-To: Understand and Create Template Variables

2. Repeat until you’ve created all of the variables you need.

3. Give your Blueprint a description that indicates what exactly it will do.

4. Click Preview this Template to verify that everything looks exactly as you want.

5. Click Next Step once you’re done.

Step 3 - Provide Code

All of the information on this tab is required.

1. Provide the code for your solution, using any of the available methods.

2. Select the code version (like Python 3.11 vs 3.13)

3. Add any arguments you want to pass to your script → How-To: Understanding and Utilizing Arguments

4. Provide the File to Run to execute your script properly.

5. Click Next Step once you’re done.

Step 4 - Define Requirements

All of the information on this tab is optional.

1. Provide any environment variables that your script uses. → How-To: Understand and Create Environment Variables

2. Provide any external packages that your script needs to use.

3. Click Next Step once you’re done.

Step 5 - Settings

1. Give your Teamplate a unique, descriptive name.

2. Give your Blueprint a synopsis that describes what it should be used for.

3. Provide a support contact - this is an open field and not required but highly encouraged. A Slack channel or team name is best, to give support ample information to ensure they can connect support to the right folks.

4. If desired, update the visibility or the guardrails.

   1. No One - Template will be accessible via the manage page to edit or adjust, but it is not available anywhere to install

   2. Power Users - Power Users can install through the workflow builder to integrate as a part of a workflow

   3. Enabled - Internal - Every

   4. Enabled - Public - Everyone across all clients can install

5. Click Save and Finish once you’re done

You’ve now successfully created a Template!