Overview
A Verification Template is almost always reached by something else: embedded in an Inquiry Template, run by a Workflow, or called directly through the API. Platform Connections is where you see which of those apply to one template, which matters because a change to a template’s checks reaches everything that uses it.
Created By is the tab that answers the question
The Created By tab lists the upstream templates and Workflows that can create a Verification from the template you are viewing. Two things show up there:
- An Inquiry Template that embeds it. An Inquiry Template lists its Verification Templates under Direct connections on its own Creates tab, so from this side that Inquiry Template is the upstream connection. See Inquiry Templates in Platform Connections.
- A Workflow that runs it. A Workflow creates a Verification from a template with the Run Verification step, which names the template to use.
Read this list before you edit a template that has been in production for a while. It is the set of solutions a change to the template’s checks or capture settings will land in.
Embedded and standalone templates behave differently
A Verification Template embedded in an Inquiry Template is versioned with that Inquiry Template: edits made in the Flow Editor are captured in the Inquiry Template’s draft. A standalone template is one used only in a Workflow or called directly through the Create Verification API endpoint, and it is drafted and published on its own.
Connections covers the latest published version either way, so what you see is the published configuration and not a draft in progress. Verification Template Versions and Change Management covers which of the two you have and how reverting differs between them.
What a Verification Template creates
Verification Templates have no Direct connections section on the Creates tab, since that appears only for Workflows and Inquiry Templates. The Workflows section shows whether this template triggers any Workflows, for example one triggered by verification.passed or by Verification escalated, and Downstream connections shows what those Workflows go on to create. See Trigger Events and Step Types in Workflows for the events available.