Template Versioning - How to Update the Onboarding Kickoff Flow

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 the Onboarding Kickoff Flow from Salesforce Ids to Addressable Ids. 

Below are the high-level steps:

1. Relate Task Groups to Products Using Addressable Ids
2. Update Template Filters in the Flow
3. Save & Activate the Flow

Step 1: Relate Task Groups to Products Using Addressable Ids

To pre-populate Task Groups for stitching a Project in the Onboarding Kickoff Flow, you previously related Template Task Groups to Products using a lookup relationship. We have added a new field on Product for the Template Task Group Addressable Id. Use the process below to populate this field for every Product.

1. Open a Product 
2. Locate the Task Group lookup (e.g. Template Task Group), and click on the name to open it.
3. Record the Salesforce Id of the Task Group, which will be part of the URL in the address bar. Highlight and copy the Id, which is usually listed after "TASKRAY__trTaskGroup__c/"
   Note: The URL will appear differently for Salesforce Classic and Salesforce Lightning. Additionally, the last 3 characters are not part of the Id. Do not copy them for this purpose. 
4. Keep your Product record open and in a new tab, open Reports.
5. Under Folders, select All Folders | TaskRay Template Reports.
6. Open the Template Versioning Setup 1 report. 
7. Using the Template Project Salesforce Id you recorded above in Step 1, find and record the corresponding Addressable Id (e.g. "PT_RVSNBY1C5.TG_IWD2rxgM5"). 
   Tip! Use Search to quickly find the Salesforce Task Group Id in the report.
   
8. Return to your Product record and populate the Template Task Group Addressable Id field with the Addressable Id you recorded in the step above.
9. Repeat for every Product that has a Template Task Group.

Step 2: Update Template Filters in the Flow

1. From Setup, navigate to:
   
   • Lightning: Process Automation | Flows
   • Classic: Create | Workflows & Approvals | Flows
2. Open the TaskRay Customer Onboarding Kickoff Flow
3. Click on the screen component Stitch a Project From Multiple Task Groups
4. In the edit screen, click on the component TaskRay Screen Flow Stitch Opportunity Products
5. Look for the Template Project Id List (Filter Task Groups) input and record the Ids in the list.
6. Keep your Flow open and in a new tab, open Reports.
7. Under Folders, select All Folders | TaskRay Template Reports.
8. Open the Template Versioning Setup 1 report. 
9. Using the Template Project Salesforce Id(s) you recorded above, find and record the corresponding Addressable Id(s) (e.g. "PT_RVSNBY1C5.PJ_sBZKF3Dr8"). 
   Tip! Use Search to quickly find the Salesforce Task Group Id in the report.
   
10. Return to your Flow and replace the Template Project Id List with the Addressable Id(s) you recorded in the step above.

Step 3: Save & Activate the 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.