---
title: "Saving Flow Step Configuration as a Template"
slug: "saving-flow-step-configuration-as-a-template"
description: "Learn how to utilize Templates in Decisions, which is useful when a user needs to replicate a step or series of steps in another Flow."
updated: 2026-07-01T23:59:53Z
published: 2026-07-01T23:59:53Z
canonical: "documentation.decisions.com/saving-flow-step-configuration-as-a-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Saving Flow Step Configuration as a Template

## Overview

When creating a Flow, users may need to replicate a step or series of steps in another Flow. This can be achieved easily by saving the configuration of the steps as a **Template**.

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## Creating new Templates

1. [Create a new Flow](/version-10/docs/create-a-flow).
2. In the **Flow Designer**, add steps to the workspace and configure their inputs and outputs. For this example, the **Create Data** and **Placeholder** steps are used.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1778770250527.png)
3. Control + left click or left click and drag to select multiple steps.
4. Once the steps are selected, use the **Group** action to group the steps.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1778770283618.png)
5. Once the steps are grouped, new actions will appear. Click the **Save as Template** action.
6. From the **Save Step as Template** window, define the **Template** **Name** and the **Toolbox** **Category**. About Toolbox CategoryThe **Toolbox Category** is used to determine where the **Template** will reside within the **Toolbox**.  
  
The first row defines the primary **Category** and defaults to the **Templates** category. Adding values to any line underneath the primary Category will define a **Subcategory**.  
  
If the Category/Subcategory does not exist, then they will be created.
7. Then click **Save as Template**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1778770350116.png)
8. **Save** the Flow.

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## Adding a Template

1. From the **Flow** **Designer**, navigate to the **Toolbox** tab.
2. Expand the **Category/Subcategory** where the **Template** was saved.
3. Add the **Template** to the workspace.
4. Select the steps created from the Template and verify that the inputs have not changed.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1778770463828.png)

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## Deleting Templates

1. From the **Decisions Folder**, navigate to **Manage > Configuration > Templates > Designer Entities.**
2. Open the **Folder** for the corresponding **Category**/**Subcategory** that contains the desired **Template**.
3. Right-click the desired **Step Template** and select **Delete**.
4. Confirm the deletion by selecting **YES****.**![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1778770607798.png)

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For further information on Flows, visit the [Decisions Forum](https://community.decisions.com/categories/Flows).