Add Flow Templates to a Feature

Flows are user-created workflows that define the data transfers between connectors on the App Xchange platform. When flows share common steps, create a template for customization across different workspaces.

If you have a need for this flow template to be called from another flow, such as if there are fields that need custom logic to populate beyond what can be accomplished through configurations, use a callable flow template. Callable flow templates can be modified to fit specific logic and are managed independently from each other.

Use the Call a Flow flow type to add the template to your flow. Changes to the template will affect only new users of the flow template.

Create a Flow Template

When you create a flow template, App Xchange adds a template tag and an icon to the template when it is displayed in a list.

  1. Add a new feature or open the feature you want to add a flow template to.
  2. In the Flow Templates section, select Add Flow Template and choose the type you are creating.
    1. Create: Create a template from a flow that already exists.
    2. Use Existing: Adds a reference to a template that already exists in a different feature.
    Note: You can add search criteria in the Search Flows or Workspace fields to filter the flows that display.
  3. To use an existing flow, select the checkbox for the flow you want to use.
  4. Select Save.

    The flow template is added to the integration feature.

Edit a Flow Template

Integration builders can edit flow templates globally within the integration or locally within a customer workspace.

  1. To edit an existing flow template globally, open the flow template in the integration builder. Changes made by the flow author will update the flow across all workspaces that use it.
  2. To edit an existing flow template for a specific customer user, navigate to Customers > Selected Workspace > Flows and select the flow. Open the flow template from within the workspace to make your changes. Saving these changes creates a copy with the Template Copy tag. It does not modify the original flow template.

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