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Template List

The template list is used to manage message templates before entering the editor.

Use search to find templates by name or other visible template information. This is useful when a workspace has many process-specific message templates.

Template Information​

Each template item shows:

ItemDescription
NameThe display name used by admins when selecting or maintaining the template
ChannelThe message delivery channel. The current editor focuses on inbox messages
CodeThe generated template identifier
Created TimeThe time when the template was created
Updated TimeThe latest save time
CreatorThe user who created the template
UpdaterThe user who last updated the template

System messages that ship with the product are listed as built-in templates. They are read-only: they can be opened and previewed, but not edited, deactivated, or deleted.

Actions​

ActionDescription
CreateCreates a new draft template
EditUpdates the template name and description
DeleteDeletes a draft template. Enabled templates must be deactivated before deletion
Open DesignOpens the template editor

Use the list for template lifecycle management. Use the design page for content, card settings, field variables, the footer action, and status.