Create a template
After you prepare your Make account, the next step is to build a Bridge template.
A Bridge template is a scenario that you build and configure to guide your users to create their own automations with an integration wizard. The integration wizard can be integrated within your product. Fields that are marked as Show field in template in your Bridge template will be shown to your users.
The process is similar to the existing template creation process in Make.
To access the Bridge template builder, log in to your Make account, click Templates in the left sidebar, and then click + New Bridge template.
Alternatively, you can click Bridge settings in the left sidebar and then click + New Bridge template.
By default, the name of your template is New template. Click this text to rename your template.
Optional: Click the gear icon to further customize your template and add a template description.
Build your Bridge template with your required apps and functionality. For more information on building templates in Make, see the Help center articles Scenario templates and Create scenario templates.
For every field in a module that is part of your template, you can further customize details that will be accessible to your users.
Show field in template
Select to show this field to your user in the integration wizard. You can add additional text as a hint for some module fields.
Reuse connection
Select to reuse a connection already defined in an existing module in the scenario.
Use value in template
Select to display the input value in the template. If unchecked, the field will be visible but it will remain empty.
Allow mapping
Select to allow the user to map values from variables, functions, or previous modules.
For information regarding using apps and modules in your templates, see the Make Help Center.
Click the Save icon.
To exit out of the editor, click Templates in the left sidenav. You will see a list of your template.
Click the template you want to test.
In the upper right corner, click Start test to test your Bridge template and experience the integration wizard as your users will.
In the Start test window, the Team ID will be filled in. This ID will match the ID in your dashboard URL, for example https://eu2.make.com/1672060/team/dashboard.
Select if you want to enable Auto activate and Auto finalize.
Optional: Enter a Redirect URI of where you want your users to be redirected when the wizard is finished and click Start test.
After you have finalized and tested your Bridge template, click Publish. This makes your template accessible in Bridge and in your product via Bridge API.
Optional: Save the Public Version ID number provided and click OK.
The Bridge templates are stored within your organization and can be found under Bridge Templates on the Templates page. Access to these templates is available to users within your organization, based on their Make roles.
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