Automation 360

Delete a template

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You can use the Delete Template option to delete templates that are not in use and to keep the private repository organized.

Before you delete a template, review the following prerequisites:

Public workspace: You must have the Control Room administrator role or the Delete from Public permission at the folder level.
Dependent folders and files: You must have the Delete from Public permission on these folders and files.
Private workspace: You must have a Bot Creator or Citizen Developer license.
Important:
- You cannot delete a template if it is referenced by other templates or automations. You must first remove the references before deleting the template.
- You cannot restore a deleted template, so ensure that you no longer require a template before deleting it.

Perform the following steps to delete a template from a private or public workspace.

Delete templates from a private workspace
Note: In a private workspace, you can delete only templates that are in the New or Cloned status. You cannot delete a template in the Checked out or Checked out and edited status.
1. Log in to the Control Room.
2. On the left pane, click Automation.
  A list of available templates and automation is displayed.
3. Select the template. Mouse over the actions menu corresponding to the template that needs to be deleted and then click Delete Template.
4. Click Yes, Delete.
Delete templates from a public workspace
Note: In the public workspace, you can delete only templates that are in the Public status. You cannot delete templates that are in the Checked out status.
1. Log in to the Control Room as an administrator, a Bot Creator, or a user with Delete from Public permission.
2. On the left pane, click Automation.
  A list of available templates and automation is displayed.
3. Select the template. Mouse over the actions menu corresponding to the template that needs to be deleted and then click Delete Template.
4. Click Yes, Delete.