ANTE User ManualPre-built Templates
Settings → Company Settings → Pre-built Templates is where you choose which of Ante's ready-made workflow templates — Order Fulfillment's order flows, Purchasing's request and order flows, Request for Payment, and more — your company actually uses. The same catalog also appears, scoped to a single workflow, the first time anyone tries to start a workflow for a module nobody has set up yet.
Overview
Every workflow module ships with a set of ready-made ("pre-built") templates. A module's pre-built templates stay hidden from its template lists and "Start" pickers until the company sets that module up — either here, or by walking through the first-run prompt the first time someone starts a workflow for it. This keeps a brand-new company's pickers free of templates it may never use, instead of dumping every module's full catalog in front of every user on day one.
| Templates registered for the module | Shown without any setup? |
|---|---|
| 3 or fewer — for example Equipment, Deliveries, Warehouse, Purchase Order, Request for Payment (RFP), Reimbursement, Open PO Change Order, Quotation Re-quote Approval | Yes — every one of them starts checked. There is nothing to set up and no first-run prompt for these modules. |
| More than 3 — today that's Order Fulfillment, Purchase Request and Invoice | No — hidden until the module is set up, either on this page or through its first-run prompt. |
A module only appears on this page at all once it has at least one pre-built template to offer — a module with none (for example Manufacturing or General, which have no standalone pre-builts of their own) never shows up here.
Opening This Page
- Go to Settings → Company Settings → Pre-built TemplatesYou can also reach the same catalog, already narrowed to one workflow, from a module page's Start Process menu — see The First-Time Setup Prompt below.
Page Layout
| Control | What it does |
|---|---|
| Search box | Filters the catalog by template name, description or module name. |
| Module filter | Narrows the list to one module. Each option shows how many templates that module has, plus an "All" option with the running total across every module. |
| Template card | One per pre-built template, showing its module, step count and description. |
| In use badge | Appears on a card when the template is enabled — currently visible to your users. |
| Preview | Opens a read-only diagram of the template's steps, so you can check its flow before deciding. |
| Use | Enables the template right away. Shown when the template isn't enabled yet. |
| Remove | Disables the template. Shown instead of Use once a template is enabled, and only to users with permission — see Who Can Do What, below. |
| Reset setup | Appears once you've filtered down to a single module that has already been set up. Returns that one module to its unconfigured state — see Resetting a Module's Setup, below. |
Browsing and Using a Template
- Search or pick a moduleType in the search box, or use the module filter, to narrow a long catalog down to what you're looking for.
- Preview a templateClick Preview on a card to see its step-by-step flow before deciding whether your company wants it.
- Click UseThe template is enabled immediately — it starts showing in that module's template lists and Start pickers for every user. If the module had never been set up before, this also marks it configured, so its first-run prompt stops appearing.
- Click Remove to turn one back offThe template disappears from lists and pickers again. Nothing about the template itself is deleted — see What Removing Does (and Doesn't) Do, below.
The First-Time Setup Prompt
The first time anyone opens a workflow-starting screen — an order's + New Order, Purchasing's + New Request or + New Order, or any module's Start Process button — for a module that has never been set up and currently has nothing enabled, Ante offers this same catalog automatically, already narrowed to that one workflow.
- Use behaves exactly as it does here: clicking it enables the template and marks the module configured, so the prompt won't fire again for it.
- A Don't notify me again checkbox is offered only while the module truly has nothing enabled yet. Ticking it and closing the dialog saves the module as "set up with none enabled" — its templates stay hidden and the prompt never appears again for it; from then on, this Settings page is the only place to turn its templates on.
- Closing the dialog with Not now and the checkbox left unticked only postpones it — the prompt returns the next time someone tries to start that workflow.
A module that already has its own custom (non-pre-built) templates still works normally even while unconfigured — its pickers just don't show pre-builts yet. Its Start Process menu carries a Set up pre-built templates… entry at the bottom that reopens this same scoped dialog on demand, whether or not the module has been set up before.
Resetting a Module's Setup
Reset setup returns one module to its original, unconfigured state:
- Every template you had removed for that module becomes available again under its default rule — for a small module, that means everything goes back to checked; for a module that needs setup, it means everything goes hidden again.
- The module's first-run prompt will be offered again the next time someone starts that workflow.
- Resetting one module never touches any other module's selection.
Resetting needs the same permission as Remove — see Who Can Do What, below.
Who Can Do What
Use is open to every signed-in user, whether the module is brand new or already set up — turning a template on never removes anything, so it's never gated.
Remove and Reset setup need a role that can customize workflows — the same permission that lets someone edit the module's templates in the Process Builder, its workflow settings, Order Fulfillment, or payroll approvers, depending on the module. Without it, the Remove and Reset setup buttons simply don't appear. Set this up in User Levels.
What Removing Does (and Doesn't) Do
Removing a template — or simply never enabling it — only hides it from template lists and Start pickers. Nothing is deleted: the template's steps and settings stay exactly as the registry defines them, and Use brings it back at any time.
A workflow that has already started is tracked by its own id, not by this list. Removing — or never enabling — its template afterward has no effect on runs already in progress or already finished.
You can also turn an individual pre-built template on or off from inside the Process Builder: open it and use Set as Active / Set as Inactive on its banner (see Process Builder — Working with Pre-built Templates). That toggle shares the same hide list as Remove here, so Set as Inactive there has exactly the same effect as Remove here, and both need the same permission. Set as Active there only has an effect once its module has already been set up — on a module still showing the first-run prompt, switching on one of its hidden templates from the Process Builder does nothing by itself until the module itself is set up, here or in its first-run dialog.
Tips
- Preview before you commit. A template's step flow tells you who's involved and what documents it produces before you turn it on for everyone.
- Not sure which module needs setup? Open the module's own page and use its Start Process button — if pre-builts are hidden, it offers the setup prompt right there.
- Changed your mind about a whole module? Filter to it here and use Reset setup rather than removing its templates one at a time.
How It Connects
Set up first
- User Levels — grant the workflow-customization permission needed to Remove a template or Reset a module’s setup — Use needs no permission at all.
Gets its data from
- Process Builder — Working with Pre-built Templates — opening a pre-built template there and choosing Set as Active / Set as Inactive changes the same show-or-hide list this page manages.
Feeds into
- Order Fulfillment — its New Order picker and first-run setup prompt only offer the Order Fulfillment pre-builts enabled here.
- Purchase Requests — its Start Process picker only lists Purchase Request pre-builts your company has set up.
- Purchase Orders — its Start Process picker only lists Purchase Order pre-builts your company has set up.
- Equipment — its Start Process button offers the Equipment pre-built once enabled — checked by default, since the module has only one.
- Warehouse Workflows — its New Stock Request picker only lists Warehouse pre-builts your company has enabled.