Loading a Workflow from a Template

What is a Workflow Template?

A workflow template is a predefined configuration object designed to address simple integration use cases. It typically contains:

• Collection Logic: Usually defines that only new or updated data will collected.

• Basic Field Mapping: Some basic field mapping between the systems, like summaries, descriptions, priorities, etc.

The primary purpose of the workflow templates is to serve as a foundation or starting point for the end-user. These templates can be customized and extended to suit specific integration needs, providing the end users with a flexible base to build and modify their own use cases.

There's a wide variety of available workflow templates bundled with the ZigiOps installation, ready to use right away.

Loading an Integration from a Template

Follow the steps below to load an integration from a template:

1. Access the ZigiOps web console.

   

2. Go to the Configurator page and review the available templates. You could use the search box to filter the displayed templates.

   

3. Select the desired template and click the Load Template button.

   

4. Select the corresponding Integrated Systems from the drop-down menu and click the Save button to save the template.