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How to access and use Templates within the Trifacta product
How to access and use Templates within the Trifacta product

Access pre-configured templates directly from the templates gallery.

Thea avatar
Written by Thea
Updated over 3 years ago

Unsure of how to start your data pipeline? Templates allow you to choose from a selection of popular workflows to get a head start on your data work. From the Flows page, you can now access pre-configured templates directly from the templates gallery. Click Templates on the Flows page. Select the template, and the template is opened in Flow View for you.

Steps to Access and Use Templates

  1. To work with pre-defined templates, click Templates on top of the Flows Page.

  2. The templates dialog is displayed.

  3. From the templates dialog, select a template to see further details.

    You can navigate back by using the All Templates option on the top left of the dialog.

  4. To use the selected template, click USE IN DATAPREP

    The template then opens in Flow View. The name of the flow created is prepended with '(template)'

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