Templates allow you to create runbooks based on settings you've previously defined, making your workflow more efficient and easier to replicate. In this article, we'll cover the template creation process within Cutover.
Templates are created directly from runbooks within your workspace. With templates, you have the ability to create multiple runbooks based on settings you've previously defined, allowing you to create a workflow that executes seamlessly.
You may think of templates as a framework that includes a specific set of tasks that work toward a specific goal that you can replicate and execute as often as needed.
To create a template, you will need to either be a workspace runbook creator or runbook admin.
Create a template
Templates can be created from existing runbooks in your workspace. To create a template, follow the steps below:
Navigate to the runbook you'd like to create a template from.
Click the cog icon next to the runbook title.
Click Make template.
In the Create Template modal, click Confirm.
Before your template can be used, please note that the template will need to be approved. If the runbook type the template was created from does not have a template workflow assigned, you will be able to self-approve the template.
Please refer to our Template Workflow help center article to learn about template workflows.
Once the template has been approved, it will be available for use.
When selecting one or more templates in the Templates tab of your workspace, the following actions are available:
Duplicate selected templates
Edit selected templates
Archive selected templates
Merge selected templates