# Default Workflows

<code class="expression">space.vars.productName</code> ships with **default workflow templates** — pre-built configurations you can use as-is or copy as a starting point. They cover the most common patterns for each entity type and save you from configuring everything from scratch.

## When you'd use a default

* Starting a new subsidiary and you need a working portal fast.
* Onboarding a new role that fits a standard pattern (cashier, customer, vendor, partner).
* Wanting a known-good baseline before adding customisation.

## Where defaults appear

In two places in the Workflow Builder:

* The **Workflows page** lists default workflows with a grey **Default** badge next to the role name. They behave like any other workflow — you can publish, copy, or edit them.
* The **Create Workflow** dialog has a **Use Default Workflow Template** checkbox. Tick it and pick from the dropdown of available templates for the entity type you chose.

## Templates by entity type

The available templates depend on what your subsidiary has provisioned. The four broad shapes:

<table data-view="cards"><thead><tr><th>Entity type</th><th>Typical template focus</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Employee</strong></td><td>POS-ready: Dashboard, Place Order (Order Form), Catalog, Reports, EOD-style reconciliation pages.</td><td><a href="/pages/a473DeoiPpQL2j2vS6ZH">/pages/a473DeoiPpQL2j2vS6ZH</a></td></tr><tr><td><strong>Customer</strong></td><td>Self-service: Dashboard, Catalog, Order History, Account. B2B variants add Pay Invoice.</td><td><a href="/pages/UEne0r1JnE5qe4MmfSFy">/pages/UEne0r1JnE5qe4MmfSFy</a></td></tr><tr><td><strong>Vendor</strong></td><td>Lean: Dashboard, Transaction History, Account. Often used for drop-ship vendors.</td><td><a href="/pages/kVwFPkqgI1wpsFCCMUjj">/pages/kVwFPkqgI1wpsFCCMUjj</a></td></tr><tr><td><strong>Partner</strong></td><td>Mid-weight: Dashboard, Transaction Search, Reports, Account. Used for resellers, affiliates, franchisees.</td><td><a href="/pages/kVwFPkqgI1wpsFCCMUjj">/pages/kVwFPkqgI1wpsFCCMUjj</a></td></tr></tbody></table>

## Three ways to work with a default

### Use it as-is

Find the default in the Workflows page, click **Publish**. Done. The default workflow is now live for users with that role.

This is fine for small businesses or pilots that don't need customisation yet. You can always clone and customise later.

### Modify in place

Open the default workflow and edit it directly — add or remove modules, redesign pages in the Page Builder, change Settings.

{% hint style="warning" %}
If a future product update changes the default templates, your in-place edits stay — they aren't overwritten. But this also means you don't pick up improvements to the default automatically. Cloning (below) is the safer pattern for significant changes.
{% endhint %}

### Clone and customise (recommended)

This is the recommended approach when you want significant customisation:

{% stepper %}
{% step %}

### Find the default

On the Workflows page, find the default workflow row (Default badge next to the role name).
{% endstep %}

{% step %}

### Click Copy

The Copy Workflow dialog opens. Confirm with **Copy**.
{% endstep %}

{% step %}

### Rename the clone

Open the new copy. On the **Settings** tab, set the **Label** to something clear like *Retail Cashier — West Coast*. Click **Save All Settings & Variables**.
{% endstep %}

{% step %}

### Customise modules and pages

Add, remove, reorder, redesign as needed. The original default is untouched.
{% endstep %}

{% step %}

### Publish your clone

On the Workflows page, click **Publish** on the cloned row. The cloned workflow is now live; the default stays available as a reference.
{% endstep %}
{% endstepper %}

## Which template should you start with?

| If you need…                                     | Start with                                                                                                                   |
| ------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------- |
| A retail POS for store staff                     | Employee → Cashier template                                                                                                  |
| A supervisor with full reports + PIN override    | Employee → Store Manager template                                                                                            |
| A wholesale customer portal with invoice payment | Customer → B2B template                                                                                                      |
| An individual-consumer shopping portal           | Customer → B2C template                                                                                                      |
| A vendor portal                                  | Vendor → Drop Ship (or similar) template                                                                                     |
| Something completely custom                      | Empty workflow — see [Creating Custom Workflows](/client-admin-guide/workflow-builder-overview/creating-custom-workflows.md) |

## Common issues

* **A default I expected isn't in the dropdown** — defaults are provisioned per subsidiary. Ask your NetSuite Admin to verify which templates are available on your subsidiary.
* **A modified default behaves unexpectedly after a product update** — review the workflow and reapply your customisations as needed. Cloning is safer for significant changes.
* **Multiple defaults for the same role** — only one default per role per entity type at a time. If you see duplicates, contact support.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Creating Custom Workflows</strong></td><td>Build from scratch when defaults don't fit.</td><td><a href="/pages/HXAKNURkKoLjhJP3Y3ht">/pages/HXAKNURkKoLjhJP3Y3ht</a></td></tr><tr><td><strong>Workflow Examples</strong></td><td>Picker for finding the right starting template.</td><td><a href="/pages/kVwFPkqgI1wpsFCCMUjj">/pages/kVwFPkqgI1wpsFCCMUjj</a></td></tr></tbody></table>


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