IntegrationHub - How to use a template to define field values
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎07-01-2022 05:53 AM
I have read a lot of documentation about creating a Complex Object in Flow Designer and saving it as a template. I have been able to save my object as a Template. I even watched multiple videos, including Göran Lundqvist episode 25 on creating them. I have yet to find anything that shows how to use it in a subflow as I am trying to do below.
I created a simple sample object called My first template
I can see that it was saved. If I go to create a new object, you can see that when I say Start from a template, it shows the template I created.
Here is my question.
I have created a subflow and in one of the action steps I am looking to create a new record. You can see in the below screen shot; I can add all the fields individually.
What I cannot figure out is how to "Drop in a template to define your field values"
How do I use the My first template in the Fields?
I was hoping it was as simple as selecting a pill from the "Data" column, but not able to find the correct pill.
How do I use the My first template in a subflow?
- Labels:
-
flow designer
-
IntegrationHub
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎11-15-2022 06:56 AM
I'm stumped by this too.
How do you "drop in a template"?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎06-07-2023 11:01 AM
Hi!
What I found out is that it works if you pass an encoded query.
For example, you can create your record template and create a variable in your flow/subflow, then query the template table to get your template record and get the encoded query stored on it.
Once you get that, you can simple drag and drop your variable in the spot "Drop in a template to define your field values"
That was the only way I could make it work.
But I noticed an issue, if you set the template in that way and you add more field values by using the "+Add field value" button then the template values are ignored and just the fields you're setting with this last option are set.
Hope this helps somehow.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎06-07-2023 12:04 PM
Thanks for the update. I will give this a try.
It still boggles my mind that you need to jump through hoops to make what looks like a very simple drag and drop feature work.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎04-29-2025 12:35 PM
Did you ever get this work? Was it the method above or some other method?