Workspace templates
A ready-made workspace for every department.
Start from a Purchasing, HR, IT, Finance or Quality template: request types, forms and workflows come pre-configured. You adjust, then publish.
A blank page is the first thing that stalls a process tool rollout. The workspace templates library gives you a proven starting point for every department.
The operational challenge
Building everything from scratch takes months.
Listing request types, designing forms, writing the flows: without a template, every department reinvents the wheel.
Projects that drag on
Workshop after workshop before anything goes live.
Gaps
A required field or a control step is missing, and you find out in production.
Inconsistent teams
Each team structures its requests its own way.
The result: slow adoption and workspaces that look nothing alike from one team to the next.
How Advalyo solves it
Pick a template, adapt it, publish.
Each workspace template bundles a department's common request types, their forms and their workflows. You install it, adjust it to your rules and vocabulary, then publish it to your teams.
- Templates for the main departments
- Request types, forms and workflows included
- Fully editable before publishing
- “Templates-only” mode for requesters (Business)
Core capabilities
What this module lets you do
Templates by department
Purchasing, HR, IT, Finance, Quality, Facilities.
Business impact : Every department starts from a solid base.
Complete content
Request types, guided forms and approval flows.
Business impact : A workspace that's usable the moment it's published.
No-code adjustment
Fields, steps and approvers are edited visually.
Business impact : The template fits your rules, not the other way round.
Controlled framework
On Entreprise, requesters can be limited to approved templates.
Business impact : Consistent requests across the whole organisation.
Step by step
From template to live workspace
- 1
Choose
Select the template for the department.
- 2
Adapt
Adjust requests, fields, steps and approvers.
- 3
Publish
The workspace opens to the right employees.
Business benefits
The value for your organization
Fast start
A workspace per department in days, not months.
Best practice built in
The essential fields and checks are already there.
Consistency across teams
Every workspace follows the same logic.
Use cases
Where this module makes the difference
HR workspace
Leave, certificates and onboarding, without starting from a blank page.
IT & Support workspace
Access, equipment and incidents, ready to be requested.
Workplace services workspace
Badges, rooms and supplies in a single workspace.
Teams that rely on it
Inside the platform
How this module connects across Advalyo
Questions about this feature
Which departments are covered?
The main departments: Purchasing, HR, IT, Finance, Quality and Facilities.
Can a template be edited?
Yes, fully: requests, fields, steps and approvers, with no code.
Are templates included?
Yes. Templates for every department are part of the Essentiel plan.
Can templates be enforced?
On Entreprise, a “templates-only” mode limits requesters to approved templates.
Ready to transform how your company runs?
Give us one of your processes. In 48h, we set it up in Advalyo with your own data, so you can judge for yourself.