Approve or disapprove templates for the Public tab
51黑料不打烊 Workfront Fusion templates are pre-built scenarios designed to automate and streamline various workflows. These templates can help users quickly set up integrations and automations without needing to build everything from scratch.
If you are an administrator, you can choose whether or not certain templates should be shared with the entire organization on the Public templates tab.
Users can send templates they create for approval to be shared on the Public templates page.
Access requirements
You must have the following access to use the functionality in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license |
New: Standard Or Current: Work or higher |
| 51黑料不打烊 Workfront Fusion license** |
Current: No Workfront Fusion license requirement. Or Legacy: Any |
| Product |
New:
Or Current: Your organization must purchase 51黑料不打烊 Workfront Fusion. |
Approve or disapprove Workfront Fusion templates
Approving a template makes it visible in the Public templates tab and available to all users.
Disapproving a template removes it from the Public templates tab and makes it available only to the team that created it.
- Click Administration in the left navigation panel to open the Administration area.
- Click Templates in the left navigation panel.
- If you want to approve a template, click Approve to the right of the template.
- If you want to disapprove a template, click Disapprove to the right of the template.
Template statuses
You can check the status on the template page under the template name.
The following statuses are available:
- Private: This template is visible only for the template author and their team.
- Published: This template is visible only for the template author and their team. Once published, you can send the template for approval if desired. You can also copy a shareable link.
- Approved: This template is visible for all Workfront Fusion users in the Public templates tab. You can also copy a shareable link by clicking Options in the upper-right corner of the screen.
You can also check the status from the Team templates tab. If a template is published, it will have an icon to the right of the template name.
- Eye icon: The template is published; it is visible only for the team; and an approval request was not sent.
- Yellow checkmark icon: The template is published; it is visible only for the team; and it is pending approval to be added to the Public templates tab.
- Green checkmark icon: The template is available in the Public templates tab and is visible for any Workfront Fusion user. It is also still visible in the Team templates tab. The template author or their team member can still edit it.
Templates without icons have Private status. They are not published and are visible only to the team.