Add a template to your Workflows environment

This is an Early Access feature. To enable it, contact Okta Support.

Search and install Flows from the Workflows Templates catalog.

  1. From the Workflows Templates page, enter a value in the Search field. You can search by any of the following categories:
    • Title: Any part of the title assigned to the Flow by its builder.
    • Description: Any part of the description string assigned to the Flow.
    • Connectors: Any of the connector names or specific cards that are included in the Flow.
  2. Click the tile for the Flow that you want to add to your environment.
  3. Optionally, on the landing page for the selected Flow, watch a video walk-through or read the setup documentation.
  4. Click Add Template. A confirmation dialog appears.
  5. Click Add Template once again. The template will be added as a folder in your Workflows environment. If a folder with the same name already exists, a second folder with the same name will be added to your folder list.
  6. Optionally, navigate back to your Workflows Home page and view the components of the Flow by clicking the new folder of the same name in the left navigation pane. A Flow may contain several components or parent and child Flows.
Important Note

Important

If a particular connector action or event card is included in a Flow but the connector connection is not set up in your environment, you will have to authorize that connector before you can execute that Flow successfully.