Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Creating a template for automations

Updated on August 17, 2020

You can create templates from automations that are self-contained to make the subsequent creation of similar automations simpler. A self-contained automation has no references to objects that are external to that automation.

  1. In the Solution Explorer, right-click an automation, and then select Create Template
  2. At the prompt, enter a name for the template. 

Automation templates are stored in the Templates folder at %appdata%\Pegasystems, and you can copy them to other machines from that location.

You can select a template when you add an automation in the New Project Wizard.

For more information, see Using the New Project Wizard.  

  • Previous topic Moving, renaming, or deleting project items with the New Project Wizard
  • Next topic Introduction to threading

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us