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Running Templates

Templates are multi-step workflows (e.g. create repo → add files → open PR) that you run from the UI. This page describes how to find a template, fill the form, start a run, and follow execution until completion.

Find a template

  1. In the main navigation, click Templates (or go to /templates).
  2. You see a grid of template cards. Each card shows:
    • Title and description
    • Tags (if any)
    • A "Create →" button (visible only if your role can run templates — not for viewer).
  3. Click "Create →" on the template you want. You are taken to /templates/:id (the template detail / run form page).
tip

If you do not see the "Create →" button, your role is viewer. You need at least developer (or higher) to run templates. See Role Guide.

Fill the form

  1. On the template page you see:
    • A short header with the template title, description, and tags.
    • A preview of what the template will do: a numbered list of steps (e.g. "Create repo", "Add README", "Open PR").
    • A form built from the template’s parameters (each parameter has a label, type, and optional description; required fields are enforced).
  2. Fill in every required field. Optional fields can be left blank unless you need them.
  3. Click the submit button (e.g. "Run template" or "Create").
warning

Invalid or missing required values will show an error. Fix the fields and submit again. If the API returns a validation error (e.g. invalid repo name), the message is shown on the page.

After you submit

  1. The UI calls the API to start the template run. On success, you are redirected to /templates/runs/:runId (the run progress page).
  2. The run page shows:
    • Overall status (e.g. Running, Success, Failed).
    • Steps in order: each step has a status (queued, running, success, failed), optional duration, and for completed steps outputs (e.g. repoUrl, prUrl). Failed steps show an error message and a short hint (e.g. SCM auth, rate limit, validation).
  3. The page may auto-refresh or you can refresh manually to see the next step start or the run finish.
  4. When the run is successful, you can use the outputs (e.g. open the new repo or PR link). When it fails, you can use Retry (if shown) to re-run the template with the same inputs, or go back to the template and run again with different values.

See the output

  • Step outputs are shown in a small code-style block under each successful step (e.g. repoUrl, prUrl, branch). Links are often clickable or copyable.
  • Final outputs of the template (if defined) are typically reflected in the last step’s outputs or in a summary section. Use them to continue your workflow (e.g. open the PR in your browser).
tip

If a step fails with an SCM or auth error, an administrator must configure the correct tokens (e.g. SCM_GITHUB_TOKEN) and webhook/perms. See Configuration — SCM providers.