🆕What's New?
🧩For Subscription Admins
🎯Set as Template — promote any workflow to template status from a new CTA on the workflow itself.
🗂️Workspace Distribution Control — pick the exact workspaces a template should appear in via a dedicated module (powered by the same engine as subscription settings).
⚙️Automatic Dependency Enablement — all linked assets, work items, templates, agents, and models are switched on in target workspaces automatically.
🔒Controlled Editing — only the subscription admin and the original creator can edit a workflow once it's been set as a template.
🔁Single Source of Truth — updates to the source workflow propagate to every template instance across every workspace, so teams are always on the latest version.
➕Flexible Distribution — add or remove workspaces from a template's distribution at any time.
🧑🎨For Users in Target Workspaces
👀Template Workflows in the Listing — visually distinguished from regular workflows so they're easy to spot.
🪄One-Click Duplication — hit "Duplicate Workflow" to spin up a personal, ready-to-use copy.
⏳Clear Waiting State — duplication typically takes around 30 seconds (may take up to 2 minutes); a pending state in the workflow listing communicates progress and prevents premature use.
✅Fully Configured Out of the Box — no setup required: assets, agents, models, and templates are all wired up.
📍 Where to find it
Sub Admins → open any workflow → click Set as Template → select the target workspaces → confirm.
Users → open your workspace's workflow listing → spot the template workflows → click Duplicate Workflow to create your own working copy.
💡Pro Tip
Build a workflow once at the highest level of quality, then promote it to a template to instantly elevate every team across your organisation. Any improvement made to the source flows through everywhere — so investing in one workflow now compounds across every workspace it touches.
⚠️Notes & Limitations
- Duplicated workflows are locked in a Pending state until all dependencies finish copying.
- Editing rights on a template are restricted to the subscription admin and the original workflow creator.
FAQ:
Q: How do we ensure we are subscription admins?
A: Subscription admins have this access by default. If you need to grant it to other users, create or duplicate a role, enable the workflow promotion permission, and assign it to the relevant users.
- To grant access to other users, create or duplicate a role and enable the workflow promotion permission.
- Assign that role to any users who should have the ability to promote workflows.
