Reflects the current release of Nintex for SharePoint 2016. For your version, please access assistance through the Help button in the product.

Edit and export workflow templates

This topic describes how to edit, export, and delete workflow templates.

The Workflow templates page is available for workflows on lists and document libraries only.

Workflow templates allow workflow designers to begin designing from existing workflows, which saves time by removing the need to recreate similar workflows from scratch.

To edit a workflow template

  1. Access site settings: From the top site level home page, click and select Site settings to display the Site Settings page.

  2. Access the Workflow templates page: Under Nintex Workflow, click Workflow templates. The page lists all workflow templates that are available.

  3. To edit information for a template, click a template in the list.

    The Edit workflow template page opens.

  4.  Complete the required fields: Title, Category, Language.

  5. Click OK.

    The updated template appears in the Workflow templates page.

To export a template

  1. From the Workflow templates page, click a template in the list. 

  2. On the Edit workflow template page, click the Export option, and save the template to a location.

    The workflow template is now available for selection when creating new workflows.

To delete a template

  1. On the Workflow templates page, click the name of the template.

  2. On the Edit workflow template page, click Delete Item.

    The template is deleted from the Workflow templates page.