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Template Versioning - Update Automations

Template Versioning introduces new template Ids, called Addressable Ids, that maintain the mapping between your automations and templates. When an Addressable Id is reference in an automation, it will always point to your active template version. Meaning, Template Managers can iterate on their templates freely, and it won't require Admin work for the automation to pick up changes. 

The following resources will walk you through how to update template references in your automations from Salesforce Ids to Addressable Ids. There are many ways to automate project creation in TaskRay, so answer the following questions and use the information below to help identify what articles are the best resources for your use case, or jump straight to the resources.

 

Questions

  1. What type of automation do you use to create Projects? Cloning or Stitching 
    • Cloning: Uses the entirety of a template for Project creation.
    • Stitching: Allows you to combine templates or parts of templates for Project creation. 
  2. What Salesforce technology do you use for your automations? Flow or Process Builder
    • Not sure? You can check your automations by going to Setup and navigating to:
      • Lightning: Process Automation | Process Builder or Flows
      • Classic: Create | Workflows & Approvals | Process Builder or Flows
    • Check for automations that have "Project" in the name e.g. Create Project, Stitch Project, etc.
  3. Do you use the TaskRay Onboarding Kickoff Flow? Yes or No
    • Not sure? You can check if this Flow is used by going to an Opportunity record.
      • Once the record is open, hover over the Gear icon and select Edit Page. edit-page.png 
      • Lightning: Look for a button called Kickoff Onboarding Project or a Flow component for the TaskRay Onboarding Kickoff Flow
      • Classic: Look for a custom button or link that launches the Flow, e.g. "Kickoff Onboarding Project"
  4. Do you use Flux, and if so, do you Forecast projects?Yes or No

 

Results

Using your answers from Questions 1 & 2, use the matrix below to select which article to use.

   Cloning  Stitching
 Flows  Update Cloning Flows  Update Stitching Flows
 Process Builder (PB)  Update Cloning PBs  Update Stitching PBs

If you answered Yes to Question 3, use this article to update the TaskRay Onboarding Kickoff Flow. 

If you answered Yes to Question 4, use this article to update the Flux Forecast Automations.

 

All Resources