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Workflow Template Editor #43197

@odin-posthog

Description

@odin-posthog

Feature request

Is your feature request related to a problem?

hen a new user goes to the workflows page for the very first time, it would be great to have examples instead of the empty state illustrations:

Image

Also users may want to create "golden templates" for their team.

Describe the solution you'd like

We want to create a workflow template editor that allows users to create workflow templates. These templates can then be suggested to users when they open the workflow page.

At first we want only posthog-internals to be able to define templates for all users. Eventually we could allow users to create templates for their org/team and even let them publish community templates for everyone.

Creating Templates:

  • "Create Template" button on the page
  • Opens a view similar to workflow creation
  • Click together workflow as you would when creating a workflow
  • (TODO: How exactly should variables be handled?)

Using Templates:

  • Pressing "New Workflow" button opens a popup asking if you how you want to start
    • Offers several template options, starting with "Empty" (current default when you click "New Workflow")
  • After selecting a template it gets applied and you can edit your workflow as normal

Additional context

The first templates we provide could be the ones suggested here:
Relates to https://github.com/orgs/PostHog/projects/119/views/1?pane=issue&itemId=141147902

Stretch goals

  • "Create Template from Workflow" button on existing workflows
  • Show "See all templates" button that opens a larger template view with filters etc. on "New Workflow" popup

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