🗃️ Execution Templates

Execution Templates allow you to save commonly used executions so you can quickly re-run them without manually configuring each time. This is especially useful for recurring tests or scheduled regression runs.

📂 Template Types

X-AutoMate supports three types of execution templates:

Type	Description
Simple	Template for a single execution (ETL, DQ, Custom, or Reconciliation tests).
DAG	Template for a Workflow execution.
Group	Template for a Group of executions.

🛠 Creating a Template

Templates can be created in two ways:

1. From an Execution Page

Go to the relevant execution creation screen:
- Simple Execution → Simple Run
- DAG Workflow → Workflow
- Group Execution → New Group Template
During configuration, toggle the "Save as Template" switch before submission.

📘 You can refer to the documentation of each execution type for specific configuration steps.

2. From the Templates Page

Navigate to "Existing Templates".
Click + New, and choose the template type you want to create:
Simple, DAG, or Group.

📋 Viewing Templates

Once created, all templates will be visible on the Existing Templates page.

You can:

Search by name
Filter by:
- Template type
- Creation date
- Task type
- Notification settings

⚙️ Using Templates

Each template can be:

▶️ Executed immediately
🕒 Scheduled
✏️ Edited
🗑️ Deleted
📋 Cloned (all except Group templates)

To view more information about a template, click the > expand button.

🔁 Cloning templates is helpful when you need a slight variation of an existing setup without recreating it from scratch.

Templates are essential for efficient test execution and orchestration in X-AutoMate. Use them to save time and ensure consistency in your testing process.

📂 Template Types​

🛠 Creating a Template​

1. From an Execution Page​

2. From the Templates Page​

📋 Viewing Templates​

⚙️ Using Templates​