Template Versioning - How to Update Stitching PBs

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 stitching Process Builder from Salesforce Ids to Addressable Ids. 

Below are the high-level steps:

1. Identify the template Salesforce Ids in your Process Builder
2. Identify the template Addressable Ids
3. Update your Process Builder
4. Save & activate your Process Builder

Step 1: Identify the template Salesforce Ids in your Process Builder

1.  From Setup, navigate to:
   
   • Lightning: Process Automation | Process Builder
   • Classic: Create | Workflows & Approvals | Process Builder
2. Open your Process Builder for project creation (e.g. "Stitch Project")
3. Inside the Process Builder, open the TaskRay apex action, Stitch a TaskRay Project.
4. Record all Salesforce Ids in the Apex action from the following fields
   • New Project Template Salesforce Id 
   • Task Group 1 Salesforce Id
   • Task Group 2 Salesforce Id
   • Task Group 3 Salesforce Id
   • ...and so on

Step 2: Identify the template Addressable Ids

1. In a new tab, open Reports.
2. Under Folders, select All Folders | TaskRay Template Reports
3. Open the Template Versioning Setup 1 report. 
4. Using the  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 Template Project Id in parenthesis e.g. "(3)" Do NOT record this; it is not a part of the Addressable Id.

Step 3: Update your Process Builder

1. Go back to your Process Builder.
2. Find the New Project Template Salesforce Id and switch it to New Project Template Addressable Id.
3. Update the Value with the Addressable Id you recorded in the section above.
4. Similarly, find the Task Group Salesforce Id and switch it to Task Group Addressable Id.
5. Update the Value with the Addressable Id you recorded in the section above.
6. Repeat Steps 4 & 5 for every Task Group in the apex action.
7. Click Save.

Step 4: Save & activate your Process Builder

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