IntegrationHub - How to use a template to define field values

James Kailukai1
Tera Guru

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 

find_real_file.png

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. 

find_real_file.png

 

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

find_real_file.png

I was hoping it was as simple as selecting a pill from the "Data" column, but not able to find the correct pill.

find_real_file.png 

How do I use the My first template in a subflow? 

4 REPLIES 4

Matt194
Tera Contributor

I'm stumped by this too.

 

How do you "drop in a template"?

Ramon Cordova
Tera Contributor

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.

RamonCordova_1-1686160547907.png

 

Once you get that, you can simple drag and drop your variable in the spot "Drop in a template to define your field values" 

RamonCordova_2-1686160627938.png

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.

 

 

 

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.  

Did you ever get this work? Was it the method above or some other method?