---
title: "Saving Flow Step Configuration as a Template"
slug: "saving-flow-step-configuration-as-a-template"
updated: 2025-06-24T16:26:04Z
published: 2025-06-24T16:26:04Z
---

> ## 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](/v9/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/2025-06-24_12h21_29.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/2025-06-24_12h22_11.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 **CREATE****STEP****TEMPLATE**.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_12h23_00.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/2025-06-24_12h23_57.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/2025-06-24_12h25_27.png)

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