Create a workflow from a template

Instead of building a workflow from a blank editor, start from a curated, pre-built template in the Template library. Templates are ready-made examples of common automation patterns that you can preview, build a workflow from, and customize for your environment. It's the fastest way to go from an idea to a working workflow.

With the Template library, you can:

• Browse curated templates by solution and category.
• Preview a template's definition, including the connectors and step types it uses, before you commit to it.
• Build a workflow from a template, then edit, enable, and run it like any other workflow.

Because templates live in a central catalog, Elastic can publish new and updated templates without requiring a Kibana upgrade.

• Workflows must be available in your deployment. Refer to Set up Workflows.
• You need the All privilege for Analytics → Workflows to create workflows, including workflows built from templates.
• The Template library is turned off by default. An administrator must enable it before you can use it. Refer to Enable the Template library.

1. Open Workflows using the navigation menu or the global search field.
2. Open the library:
   • Select Template library in the Workflows navigation, or
   • If you don't have any workflows yet, select Explore library when accessing the Workflows page.
3. Find a template that matches your use case.
   • Narrow the results with Categories.
   • Templates are pre-filtered to your current solution. If your view isn't scoped to a solution, use the Solution dropdown to filter by solution.

Each template card shows step and trigger icons, so you can tell which connectors and step types a template uses before you open it.

Before you commit to a template, you can review its name, description, tags, solutions, and version, along with a read-only view of its workflow definition (YAML) showing the triggers and steps it uses. Use this to confirm the template fits your use case.

When you're ready, build a new workflow based on the template. Kibana creates a copy of the template's YAML definition as your own workflow, without affecting the original template or any other workflows built from it.

Customize the workflow for your environment. For example, select a connector and set indices or other step parameters. The editor flags steps that still need configuration, such as an unset connector. For more about editing workflows, refer to Use the YAML editor.

After you save the workflow, it appears on the Workflows list, and you can edit, enable, and run it like any other workflow.

• Set up Workflows
• Build your first workflow
• Manage and organize workflows
• Use the YAML editor
• Use cases