Template Versioning - How to Update Flux Forecast Automations

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 Flux Forecast Flow from Salesforce Ids to Addressable Ids. 

Below are the high-level steps:

1. Update Template Mapping Values to Use Addressable Ids
2. Update Your Flow
3. Save & Activate Your Flow

Step 1: Update Template Mapping Values to Use Addressable Ids

To Forecast Projects, you previously mapped TaskRay Templates to a field on Opportunities, where the field value would determine which TaskRay Template was used to create the Forecast Project. Currently, this mapping uses the Salesforce Id of a template. To gain the full benefits of Template Versioning, this relationship needs to be updated to use Addressable Ids.

1. From Setup, navigate to:
   • Lightning: Custom Code | Custom Metadata Types
   • Classic: Build | Develop | Events | Custom Metadata Types
2. Click Flux Forecast Map Value.
3. Click Manage Flux Template Map Values.
4. Click Edit next to a value.
5. Record the Template Id.
6. 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 Id you recorded above, find and record the corresponding Addressable Id (e.g. "PT_RVSNBY1C5.PJ_IWD2rxgM5"). 
   Tip! Use Search to quickly find the Salesforce Task Group Id in the report.
   
10. Return to your custom metadata record and replace the Template Id with the Addressable Id you recorded in the step above.
11. Repeat steps 5-10 for each Flux Template Map Value.

Step 2: Update Your Flow

1. From Setup, navigate to:
   • Lightning: Process Automation | Flows
   • Classic: Create | Workflows & Approvals | Flows
2. Open the Flux Forecast Project Sync Flow.
3. Click on the Add New Forecast Project apex action.
4. Copy the value from the New Project Template Salesforce Id input e.g {!flux_new_forecast_template_id} 
5. Disable the New Project Template Salesforce Id input.
6. Enable the New Project Template Addressable Id input.
7. In the New Project Template Addressable Id, paste the value you record from step 4.
8. Click Done.

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.