Updated December 9, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
| ○ | ○ | × | × | × | × |
From the left menu of the management screen, click on "Flow Templates" and then select "Create Template."
A list of recipes will be displayed. To create a flow template from an existing recipe, click on "Create Template." If you wish to design an original flow template from scratch, click on "Create Template" at the bottom of the screen.
In the "Select Flow Type" section, you can filter the recipes based on the flow type. It is also possible to select multiple flow types simultaneously.
Regarding AI-Generated Creation
AI can automatically create flow templates based on the template name you provide. For instance, you can input names like "Onboarding Process for Contract Employees" or "New Employee Onboarding," and the AI will generate the corresponding flow template.
Enter the desired template name and select the corresponding flow type for the template you wish to create, then click on "Create New."
If you are creating the flow template from an existing recipe, the flow template will be generated accordingly.
To create a custom flow template from scratch, click on "Add Process."
A "process" refers to a category used to organize tasks created within a flow template. For example, when designing a flow template related to onboarding procedures, you might create processes such as "From Offer to Contract" and "Onboarding Procedures." By categorizing tasks within these processes, you can effectively manage and track task progress in a clear manner.
Enter the desired process name, add an icon, and then click on "Save."
The created process has been added to the upper left corner of the screen. If you have additional processes to add, simply click the "+" button to include them.
Once you have completed creating the process, click on "Add Task" to continue.
In the task addition screen, enter the relevant task information and then click the "Save" button to proceed.
How to Add a Description to a Flow Template
Click the "Edit" button located on the right side of the flow template detail screen.
The flow template detail screen will open, allowing you to enter the descriptive text for the flow in the provided text box.
Formatting the Description for Flow Templates
You can format the text in the "Description" field.
To add headings or bullet lists, click on "Normal Text" to make your selection.
To make text bold, click the "B" icon; for italicizing, select the "I" icon; and to underline text, choose the "U" icon.
When a URL is added, it will automatically be converted into a clickable link.
To convert text into a hyperlink, select the desired text and click on the link icon. A popup will appear for you to enter the URL; after adding the URL, click the checkmark icon to save your changes.
Formatting Shortcuts
By adding a space after the following symbols in the description text, the content will automatically be converted into the specified format.
- Heading (e.g., H1)：
# - List：
- - Quotation：
>
How to Attach Files to a Flow Template
When a file is attached to a flow template, a copy of the file will appear within the flow each time it is initiated.
*Please note that any changes made to attached files within a flow, such as deleting or adding files, will not be reflected in the flow template.
| Supported File Formats |
|
| Maximum File Size Limit | 5MB |
| Maximum Number of Attached Files | 5 |
Click on "Attached Files" in the flow template detail section, then select "Attach File" to add the desired file to your flow template.
Select the file you wish to attach, and it will be added to your flow template.
To delete a file, click on the trash can icon and then select "Delete."
