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Add a workflow template

Zuora

Add a workflow template

Other than the six workflow templates that are added upon the installation of Workflow, there are more than 20 additional templates that you can add to your instance of Workflow.

To add a workflow template, clickworkflow_icon_add_1.pngin the Workflows tab and select From Template> [category]>[template]

workflow_add_from_template.png

The workflow is now added to the list of workflows in the Workflows tab. 

workflow_added.png