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Working with golive checklists › Working with automations › Use › Automation Center › Workflow Data Fabric
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a template

Create a template when you think a golive checklist is useful for multiple automation requests.

Before you begin

Role required: sn_ac.automation_admin

After the automation request is moved to the following states, the option to create a template isn’t available:

  • Defer
  • Publish
  • Reject

Procedure

  1. Navigate to Workspaces > Automation Center Workspace.

  2. Select the list icon (

Image omitted: autocenter-list-icon.png
List icon.\).

  1. On the Lists tab, under Build, select All Automation Requests.

  2. Open the automation request for which you want to create a template.

    Ensure that the automation request has a checklist.

  3. Select the Golive Checklist icon (

Image omitted: icon-golive.png
golive checklist icon\) from the side panel.
  1. Select Save as template from the details button.
Image omitted: golive-template.png
Save as template button
The **Save checklist as new template** form is displayed.

  1. Provide a name.

    The name must be unique in your domain.

  2. Select Save.

    The template is created. This template is available for others to add to their golive checklist. Now, this template is associated with the automation request.

Parent Topic:Working with golive checklists