Guides & tutorials
Guides & tutorials
Save time on building fully custom use cases and easily share them with other users. Download editable templates for free and adapt them to your business needs. Plus, you can export them to share with other people. Learn how!
To import a template, simply go to the marketplace, choose the one that best suits your needs and click on the 'Use template' button. You can also access them from the editor, after clicking on the 'Create form' button.
If you are not logged in, you will have to log in or register and choose in which workspace you want to save the template. Then a configuration wizard will be displayed to edit the name of the form and the flows connected to it, if any.
If the template includes flows, the wizard will also display a connection settings You can select any connection of that integration stored in the vault of that workspace or create an empty connection to configure it later.
Once the template has been imported, you can:
Once everything is set up, you can export the new scenario to share it.
In Arengu, we call a scenario a form and all flows connected to it. You can export a scenario in JSON format in one click and import it just by dragging and dropping the file.
Thanks to this feature you will be able to:
To export a scenario, open the form you want to export and click on the 'Export scenario' option that drops down from the 'Preview' button.
The scenario JSON file will be downloaded automatically in your browser.
Connections data stored in the vault will be automatically deleted in the JSON file. If you are still using legacy connections, remember to remove them before exporting.
To import a scenario, go to the forms editor and click on the 'Import scenario' option that drops down from the ‘Create form’ button, to open the import wizard.
First, select or drag and drop the JSON file of the scenario that you want to import.
Next, and if necessary, edit the names of the form and the flows connected to it.
Finally, adjust the connections of the actions of the flows that you are going to import.
The wizard will automatically check the connections for matches, but you will be able to edit these settings. This automation works as follows:
Once the connection settings are ready, click on the ‘Create’ button. The scenario will be automatically imported into your workspace with these new settings.
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