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Setup Template Versioning

New Feature Alert! These features are part of the October 2022 Release and will be available in Sandboxes and on the AppExchange on October 15. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on November 12.

Are you constantly iterating on your processes and looking for ways to improve your templates? Look no further! Template Versioning is a feature that enables you to create new iterations of your templates and provides historical tracking so you can see the impact of those changes over time. Version control ensures that active or previously active template cannot be modified so you won't have to worry about accidental overrides. It also provides peace of mind if mistakes are made by preserving old versions you can revert back to. 

While initial setup for Template Versioning requires a System Administrator, templates can be managed and versioned by any user with access to Template Hub. 

Important! Template Versioning will be required for all orgs November 2023.

 

Setup Overview

This article will outline all the steps to setup Template Versioning using our utility in Tools and Settings that allows to set up certain parts of the feature in a matter of a few clicks.

Below are the high-level steps for configuring and using this feature:

  1. Transform Templates
  2. Update Automations
  3. Assign the Template Manager Permission Set
  4. Complete Upgrade

Setup Template Versioning Utility [Admin]

To access the Template Versioning Setup Utility, navigate to the TaskRay app in your Salesforce org and open the Tools and Settings menu. Tools and Settings can be accessed from the TaskRay toolbar by clicking on the Gear icon in the upper right corner. 

tools-and-settings.jpg

 

Within Tools and Settings, under Admin, click on the Template Versioning tab to open the utility.

tv-utility.png

This utility will walk you through the steps to setup the Template Versioning feature and it will consist of the following steps.

 

Step 1: Transform Templates

Click Transform Templates to automatically transform your existing templates to be compatible with Template Versioning.

Behind the scenes, this is creating a Principal Template record and Principal Version record for every Template Project in your org. Check out this article to learn more about these objects. 

 

Step 2: Update Automations

Using the linked article, update your automations for project creation to use Addressable Ids.

 

Step 3: Assign the Template Manager Permission Set

Click Launch Permission Sets to assign the Template Manager Permission Set to users. The Template Manager Permission Set grants users access to Template Hub. You can learn more about TaskRay Permission Sets in this article.

 

Step 4: Complete Upgrade

Click Complete Upgrade to finish the setup for Template Versioning.

Note: For those using Template Board Filters, this will remove access to all Template Board Filters in your org. Check out this article on Managing Templates in Template Hub. 

 

That's it!

This should complete the setup for the Template Versioning feature. Head over to Template Hub to checkout the changes and start iterating on your processes. For additional information on templates, check out our articles, Intro to Templates and Managing Templates.