---
title: "Save as template"
canonical: "https://support.appfire.com/space/CDML/650348103/Save%20as%20template"
format: markdown
---
> Macro (aura-html)


## Overview

The workflow builder and markup editor give you options to save a workflow as a new template.

- A page workflow can be saved as either a space template or a global template
- A space workflow can be saved as a global template

At the space and global level, workflows can also be:

- Created and saved as a new template
- Copied, edited, and saved as a new template

> 📝 The user must have the appropriate Confluence administrator permission to save the workflow template.

## Saving a page workflow

In workflow builder, a page workflow can be saved as either a space workflow or a global workflow.

In [page mode](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649628831), saving a workflow template requires you to have at least [space administrator](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650314379) permission. 

#### Save a page workflow as a new space workflow template

In the navigation panel in workflow builder, choose the down arrow (next to **Save**).

![image](media://1fe9fecf-2993-4505-b127-2f092383ce50)

> ℹ️ The option to **Save as space template** is only displayed for a user with space administrator permission.

Add or amend the name for your new space workflow template and choose **Save**.

![image](media://1ebd44e3-2b50-44a1-87a3-34920da43214)

The new template is saved to the [space tools document management dashboard](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649827041).

![image](media://61955207-4196-4ece-a35d-aa11d0b820ec)

The template can be edited further in the space using the workflow builder. It can also be copied and edited using the workflow builder, accessed using the **Edit** option in the three-dot menu for a workflow in the space document management dashboard

#### Save a page workflow as a new global template

The option to **Save as a global template** is only displayed for a user with global administrator permission

> ℹ️ The global administrator password is also required.

In the navigation panel in workflow builder, choose the down arrow (next to **Save**).

![image](media://4628a3bd-9865-49f9-a88d-28e5944de6d9)

Add or amend the name for your new global workflow template and choose **Save**.

![image](media://49413397-9016-43d8-aaf5-d345cdb12609)

The new template is saved to the [global workflows dashboard](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649530159).

![image](media://1f253972-3336-4aa5-892c-2f7bcfcec5b3)

The template can be edited further as a global template using the workflow builder. It can also be copied and edited using the workflow builder, which is accessed using the **Edit** option in the three-dot menu for a workflow in the global workflows dashboard.

## Saving a space workflow

In workflow builder, a space workflow can be saved as a global workflow.

Saving a workflow as a global template requires you to have global administrator permission. 

### Save as a new global template

In the navigation panel in the workflow builder, choose the down arrow (next to **Save**).

![image](media://2f87993a-4c8b-425c-85cc-bdcc31d406de)

> ℹ️ If required, a space administrator can simply use the space dashboard ellipsis menu option for an existing space workflow to create a copy and edit the copy to create a new space template.

## Related pages

- [https://appfire.atlassian.net/wiki/spaces/CDML/pages/650248771](https://appfire.atlassian.net/wiki/spaces/CDML/pages/650248771)
- [https://appfire.atlassian.net/wiki/spaces/CDML/pages/649596028](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649596028)
- [https://appfire.atlassian.net/wiki/spaces/CDML/pages/649233819](https://appfire.atlassian.net/wiki/spaces/CDML/pages/649233819)