Creating Flows Templates

Templates are designed to be used by many people within the same organization to complete or automate the creation of flows. Templates contain the outline of a flow and can be used many times as a basis for new flows.

Editing of a template is restricted to users of the account that created it.

Creating a Template From the Create Flow Dialog Box

1.Click the Create flow button in the top right corner of the Developer Console. The Create flow dialog box opens.
2.In the Revision control section, click the Default option.
3.Enter a name in the Flow name field.
4.Select the New Template radio button.
5.Click Create. The new template is listed on the Developer Console.
6.From the Developer Console, click the template name (shown in blue text) to open it in the Flow Editor, where you can edit it.
7.After editing your new template, commit the changes to the repository through the Revision Control system, so that the template is available to other users. See Version Control Flows Using Git for more information.

In the Developer Console, a flow based on a template has the template's ID listed under the flow name. This helps create links between flows and the templates they are based on.

Creating a Template From an Existing Flow

1.From the Developer Console, find the flow you want to use as a template.
2.Click the drop-down arrow to the right of the flow name.
3.Select "Export To Template" from the drop-down menu. The Export Flow to Template dialog box opens.
4.Enter a name for the template in the Template Name field.
5.Click Save. The new template is listed on the Developer Console.
6.Commit the changes to the repository through the Revision Control system, so that the template is available to other users. See Version Control Flows Using Git for more information.

Creating a Flow From a Saved Template

1.Click the Create flow button in the top right corner of the Developer Console. The Create flow dialog box opens.
2.In the Revision control section, click the Default option.
3.Enter a name in the Flow name field.
4.Select the Create From Template radio button. A Template field is displayed.
5.From the Template field drop-down list, select the template you want to use.
6.Click Create. The new flow is displayed at the top of the Developer Console.
7.Click the flow name (shown in blue text) to open the Flow Editor. You can extend, modify, or delete the flow without affecting the template or other flows that are based on the template.