Template Versioning - How to Update Cloning Flows

Template Versioning introduces new template Ids, called Addressable Ids, that maintain the mapping between your automations and templates. When an Addressable Id is used in an automation, it will always point to the active template version. This article walks through how to update template references in a cloning Flow from Salesforce Ids to Addressable Ids. 

Below are the high-level steps:

1. Identify the Salesforce Id for your template
2. Identify the Addressable Id for your template
3. Replace the Salesforce Id with the Addressable Id in your automation
4. Save & activate your automation

Step 1: Identify the Salesforce Id for Your Template

1. From Setup, navigate to:
   
   • Lightning: Process Automation | Flows
   • Classic: Create | Workflows & Approvals | Flows
2. Click on your cloning Flow to open it (e.g. "Create Project").
3. Inside the automation, open the TaskRay apex action. It will be one of the following actions:
   • Clone a TaskRay Project
   • Clone a TaskRay Project - Async
   • Bulk Clone TaskRay Projects (Flow Only)
4. Record the ID in the Template Project Salesforce Id field (e.g. "a023t00000iPALO"). This may also be a list. If so, record all Ids in the list. 

Step 2: Identify the Addressable Id for Your Template

1. In a new tab, open Reports.
2. Under Folders, select All Folders | TaskRay Template Reports
3. Open the Template Versioning Setup Report 1 report. 
4. Using the Template Project Salesforce Id(s) you recorded above in Step 1, find and record the corresponding Addressable Id(s) (e.g. "PT_RVSNBY1C5.PJ_sBZKF30r8") 
   Tip! Use Search to quickly find the Salesforce Project Id in the report.
   
   Note: If your template has multiple Task Groups, a count of the Task Groups will appear at the end of the Id in parenthesis e.g. "(3)" Do NOT record this; it is not a part of the Addressable Id.
5. If you have a list of Ids, repeat for all Ids in the list. 

Step 3: Replace the Salesforce Id with the Addressable Id in Your Flow

1. Go back to your Flow from Step 1.
2. Remove the Template Project Salesforce Id field. 
3. Add the Template Project Addressable Id field.
4. Populate the field with the Addressable Id you recorded above (e.g. "PT_RVSNBY1C5.PJ_sBZKF30r8"). 
5. Click Done.

Step 4: Save & Activate Your Flow

That's it! Save your changes and activate your Flow. Once activated, return to Setup Template Versioning utility in Tools and Settings to complete the setup process.