Find and apply a template
Open your templates list, pick a template, choose a target workspace, and fill its required variables to create a live workflow.
Goal
Turn one of your account's templates into a working workflow inside a client workspace. You pick a template, choose which workspace to clone it into, and fill in the variables it asks for. TaskJuice creates a brand-new workflow in that workspace that you can edit on its own.
When to use this
Use this when you have already published a workflow as a template and want to reuse it for another client. A template is a snapshot you author once and apply to as many workspaces as you need, each with its own variable values (the from-address, the Slack channel, the connection to use).
Your templates live on the Templates page in the account sidebar. This is your own catalog, scoped to your account, not a public gallery. A brand-new account has no templates yet, so if you see an empty list with the message "No templates yet," you need to author one first.
A new account starts with an empty templates list. To get your first template, publish a workflow and choose "Publish as template" from the editor. See Save a workflow as a template.
Before you start
- At least one template with a published revision. The Apply template button only appears once a template has a revision; an unpublished template shows the badge "Unpublished" and cannot be applied.
- At least one workspace to apply it into. The workspace picker is empty otherwise, and you will see "No workspaces available. Create one before applying templates."
- The build capability on the target workspace. Without it the apply call returns a permission error (see Troubleshooting).
Find a template
Open Templates from the account sidebar. The list table shows one row per template with these columns:
| Column | What it shows |
|---|---|
| Name | The template name, linked to its detail page |
| Kind | Workflow or Agent (a display label only) |
| Scope | Platform or Tenant; Tenant means your account authored it |
| Latest rev | The newest published revision, like v3, or a dash if none |
| Instances | How many workspaces have applied this template |
| Published | When the latest revision was published |
Narrow the list with the text search on Name, or the Kind and Scope filters. Click a template name to open its detail page, where you confirm the revision and read its changelog before applying.
Apply a template
From the template detail page, the Apply template button (it carries a play icon) starts the flow. The dialog walks you through choosing a workspace and supplying any variables the template declares.
Open the template detail page
Click the template's name in the Templates list. The header shows the name, a scope badge, and the latest revision badge (for example
v3). The Revisions card lists each published revision with its changelog so you can confirm which version you are about to clone.Click Apply template
The dialog opens with the title "Apply template" and the description "Choose the workspace to clone this template into. We'll create a new workflow inside it that you can edit independently."
Choose the target workspace
Pick a workspace from the Workspace selector. This is the client workspace that will own the new workflow. If the list is empty, create a workspace first.
Fill in the required variables
If the template's latest revision declares variables, a wizard renders one field per variable. Required fields are marked with a red asterisk. Enter a value for each (see Supplying variables for what each field type expects). If the template has no variables, this step is skipped.
Submit
Click Apply template. The button shows "Applying..." while TaskJuice clones the template's graph into the workspace. On success you see a "Template applied" toast and the editor opens on the new workflow.
The new workflow is a fully independent copy in status draft, version 1, named after the template. Editing it does not change the template or any other workspace that applied the same template. When you are ready, publish the new workflow the same way you publish any workflow.
Supplying variables
A template can declare up to 50 variables. Each variable has a key (the identifier you reference at run time as $vars.<key>), a label shown in the wizard, and a type that decides which field renders. The seven field types:
| Type | Field in the wizard | What to enter |
|---|---|---|
string | Text input | Free text, within the template's min and max length |
number | Number input | A number, within the template's min and max; may require a whole number |
boolean | Toggle | On or off |
enum | Select | One of the choices the template defines |
connection-ref | Connection picker | A connection for one specific app in the target workspace |
channel-ref | Channel picker | A Slack, Discord, or Teams channel |
expression | Expression editor | A JSONata expression |
For a connection-ref variable, the picker only lists connections for that app in the target workspace. If there are none, the field shows: "No {provider} connections in this workspace yet. Add one in the workspace integrations settings, then return to this template." Add the connection first, then reopen the apply dialog. To set up a connection, see Connect an account.
The values you enter become the workflow's variable bindings. At run time, the workflow reads them through the $vars.<key> expression alias, so a variable with key fromAddress is available as $vars.fromAddress in any node expression.
Verify it worked
- The "Template applied" toast appears and the editor opens on a new workflow named after the template.
- On the template detail page, the Client workspaces card now lists the target workspace with the note "Graph at vN, synced to vN" and a Clean badge (it stays Clean until you edit the cloned workflow, which flips it to Modified).
- The new workflow is in
draft. To make it live, publish it. See Publish a workflow.
Troubleshooting
The Apply template button is missing. The button only shows once the template has a published revision. If the header reads "Unpublished," publish a revision first.
"No workspaces available. Create one before applying templates." The target workspace selector is empty. Create a workspace, then reopen the dialog.
"Missing required variable." A required field was left blank. The toast names the field: Fill in "{label}" before continuing. Enter a value and submit again.
A connection-ref field shows no connections. The target workspace has no connection for that app. Add the connection in the workspace's integrations settings, then return to the template.
"Failed to apply template" with a permission message. Applying a template needs the build capability on the target workspace. If you lack it, the call returns HTTP 403, "You do not have permission to apply templates in this workspace." Ask an account admin to grant access or choose a workspace where you have build permission.
A value is rejected when you submit. If a variable value fails the template's constraints (for example, a number outside its range), the apply call returns HTTP 422 with code template.variable.invalid and per-field errors describing what to fix.