Templates are pre-built flows that demonstrate the capabilities of Okta Workflows. Okta has created an extensive collection of templates that you can freely copy, modify, and use to meet your business needs. The catalog includes templates for many types of use cases, including user provisioning and identity management.
The Workflows templates catalog is available through the Templates page in your Workflows instance.
With an easy-to-use search filter, you can find a flow that matches your organization's needs or use case. You can filter flows by one or more metadata categories. For example, if you enter Salesforce in the Search field, the search results show all flows that include one or more Salesforce event or action cards.
Templates in the catalog generally include the following information to help you learn how the flow works:
- Connectors included in the flow
- Preview images of the flow
- Number of flows
- Number of tables
Many templates in the catalog also include a video tutorial and a link to detailed setup documentation.
Add a Template
After you decide you want to use a template, you can click Add template to use the integrated installation feature and add the template directly to your Workflows instance. See Add a template to your Workflows environment.