Creating workflow templates for your organization

Creating workflow templates

This procedure demonstrates how to create a workflow template and metadata file. The metadata file describes how the workflow templates will be presented to users when they are creating a new workflow.

1. If it doesn't already exist, create a new repository named .github in your organization.

2. Create a directory named workflow-templates.

3. Create your new workflow file inside the workflow-templates directory.

   If you need to refer to a repository's default branch, you can use the $default-branch placeholder. When a workflow is created the placeholder will be automatically replaced with the name of the repository's default branch.

   For example, this file named octo-organization-ci.yml demonstrates a basic workflow.

   name: Octo Organization CI
   
   on:
    push:
    branches: [ $default-branch ]
    pull_request:
    branches: [ $default-branch ]
   
   jobs:
    build:
    runs-on: ubuntu-latest
   
    steps:
    - uses: actions/checkout@v6
   
    - name: Run a one-line script
    run: echo Hello from Octo Organization
   

4. Create a metadata file inside the workflow-templates directory. The metadata file must have the same name as the workflow file, but instead of the .yml extension, it must be appended with .properties.json. For example, this file named octo-organization-ci.properties.json contains the metadata for a workflow file named octo-organization-ci.yml:

   {
    "name": "Octo Organization Workflow",
    "description": "Octo Organization CI workflow template.",
    "iconName": "example-icon",
    "categories": [
    "Go"
    ],
    "filePatterns": [
    "package.json$",
    "^Dockerfile",
    ".*\\.md$"
    ]
   }
   

   • name - Required. The name of the workflow. This is displayed in the list of available workflows.
   • description - Required. The description of the workflow. This is displayed in the list of available workflows.
   • iconName - Optional. Specifies an icon for the workflow that is displayed in the list of workflows. iconName can be one of the following types:
     • An SVG file that is stored in the workflow-templates directory. To reference a file, the value must be the file name without the file extension. For example, an SVG file named example-icon.svg is referenced as example-icon.
     • An icon from GitHub's set of Octicons. To reference an octicon, the value must be octicon <icon name>. For example, octicon smiley.
   • categories - Optional. Defines the categories that the workflow is shown under. You can use category names from the following lists:
     • General category names from the starter-workflows repository.
     • Linguist languages from the list in the linguist repository.
     • Supported tech stacks from the list in the starter-workflows repository.
   • filePatterns - Optional. Allows the workflow to be used if the user's repository has a file in its root directory that matches a defined regular expression.

5. To add another workflow template, add your files to the same workflow-templates directory.

Next steps

• For reference information about workflow templates, see Reusing workflow configurations.