> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firstresonance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Builder templates

> Prebuilt Workflow Builder flows you can start from and customize, and what each one does.

A Workflow Builder template is a prebuilt flow you add to your own Workflow Builder and customize, instead of one First Resonance builds and maintains. Starting from a template gives you every step already configured for the task; edit the values, conditions, or connections to match how your org works, the same way you'd edit any other flow.

<Note>
  A Workflow Builder template and an [ION automation](/automate-with-ion/integrations/automations) can cover the same task, but they work differently. You can't open or edit an automation's logic. A template gives you your own copy of the flow inside Workflow Builder, so you can see every step and change any of them.
</Note>

## Start a flow from a template

When you create a new flow in Workflow Builder, you can start from a template instead of a blank flow. The new flow is your own copy: nothing you change affects other orgs using the same template, and nothing First Resonance changes later affects your copy. Once you've added a template, treat it like any other flow: configure its connections, then [test it](/automate-with-ion/workflow-builder/test-a-flow) before you publish.

## Available templates

| Template                                                                         | Description                                                                                                             |
| -------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| Auto-assign issue on creation                                                    | Assigns a new issue to the part's responsible engineer, the run's creator, or a configured team, in order.              |
| Auto-assign issues                                                               | Assigns existing issues by the same configurable rules, independent of issue creation.                                  |
| Auto-assign PO to the creator of the PO                                          | Assigns the purchase order's creator as its assignee when the PO is created.                                            |
| Auto-checkout on inactivity                                                      | Checks a user out of their run session after a period of inactivity.                                                    |
| Auto-create linear step dependencies                                             | Adds a dependency from a newly inserted step to the steps immediately before and after it.                              |
| Auto-update mBOM revision on part revision update                                | Bumps the mBOM revision, and any draft mBOMs, when a part is revised.                                                   |
| Auto-approve part-procedure relationships                                        | Approves a part-procedure link automatically and fills in its optional or required field.                               |
| Auto-kit expired material                                                        | Kits inventory nearing its expiration date on a schedule and assigns the kit to a team.                                 |
| Auto-populate quality clauses based on purchase order tier: PO attribute trigger | Sets a PO's quality clauses from a configured tier attribute value on the purchase order.                               |
| Auto-populate quality clauses based on purchase order tier: PO line trigger      | Sets a PO's quality clauses from a configured tier attribute value on a purchase order line.                            |
| Auto-update part library cost based on purchase order line cost                  | Updates a part's library unit cost from its PO line cost once the order is placed.                                      |
| Autogenerate child issue on attribute (remove and replace)                       | Creates a linked child issue for the removed part when a configured attribute signals a remove-and-replace disposition. |
| Autogenerate child issue on disposition approval (remove and replace)            | Creates a linked child issue for the removed part when a remove-and-replace disposition is approved.                    |
| Autoplan scheduler                                                               | Runs Autoplan on a configured schedule instead of only on demand.                                                       |
| Data imprint                                                                     | Copies a value between related ION records, such as part pedigree onto inventory.                                       |
| Data imprint from run step field to part inventory attribute                     | Copies a run step field's value onto the run's part inventory attribute.                                                |
| Imprint vendor name to part inventory                                            | Copies the supplier name, or your org name for made parts, onto new part inventory.                                     |
| Maintain only one procedure version                                              | Archives a procedure's older versions when a new version is approved.                                                   |
| Map inspection procedures by intent level                                        | Creates an inspection procedure for a received part based on its PO line's intent level.                                |
| Map inspection procedures by quality clauses                                     | Creates an inspection run for a received part based on the quality clauses on its PO line.                              |
| Notify purchase order assignee of PO approval                                    | Notifies the PO assignee, or its creator if none is set, when an approval is approved or rejected.                      |
| Purchase order status update notifications                                       | Sends a notification whenever a purchase order's status changes.                                                        |
| Recreate run on failure                                                          | Creates a replacement run when another run fails, so you can schedule the rework.                                       |
| Redline run step when issue is pending                                           | Marks a run step redlined while an issue linked to it is still open.                                                    |
| Replace team assignee with specific role                                         | Reassigns an issue from a team to a specific role on that team, such as the on-call person.                             |
| Run scheduler                                                                    | Duplicates a run on a fixed schedule for work that repeats predictably.                                                 |
| Set close-by on issue creation                                                   | Sets the run step an issue must resolve by, so the run can't close while it's open.                                     |
| Update tool date of last maintenance                                             | Sets a tool's last-maintained date when its maintenance run completes.                                                  |

## Related

* [ION automations](/automate-with-ion/integrations/automations)
* [Create a flow](/automate-with-ion/workflow-builder/create-a-flow)
* [Test a flow](/automate-with-ion/workflow-builder/test-a-flow)
