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Using templates

Click a template to copy it, or drag it onto the canvas to reuse it. Both start from the Templates card in the editor's node panel.

The dialog that opens after dragging the Multi-Channel Notification template onto the canvas, asking How would you like to add this workflow? with Use as Sub-Workflow, Inline Contents, Replace Contents and Create New Workflow.The dialog that opens after dragging the Multi-Channel Notification template onto the canvas, asking How would you like to add this workflow? with Use as Sub-Workflow, Inline Contents, Replace Contents and Create New Workflow.

Click a template

Clicking a template opens the Import Workflow dialog:

Option What it does
Create New Workflow Saves the template as a new workflow and opens it. Recommended.
Replace Current Workflow Replaces the workflow you have open with the template. This cannot be undone.
Merge into Current Adds all of the template's nodes to the workflow you have open.

Drag a template onto the canvas

Dragging a template onto the canvas asks "How would you like to add this workflow?":

Option What it does
Use as Sub-Workflow Adds a Sub-Workflow node that runs the template and returns its output. A prebuilt template is first copied into your workspace as its own workflow.
Inline Contents Copies all of the template's nodes into this workflow.
Replace Contents Overwrites the current canvas with the template.
Create New Workflow Builds a new workflow alongside this one from the template.

A sub-workflow stays linked: changes to the called workflow reach every workflow that calls it. The other options make an independent copy. See Sub-workflows.

Duplicate a workflow

  1. On the Workflows page, open the workflow card's ⋯ menu.
  2. Choose Duplicate.

Inside the editor, right-click the canvas and choose Duplicate. Flero creates the copy and opens it.

A workflow card's menu open on the Workflows page, listing Edit, Share, Duplicate, Move to folder, Export JSON, Information, Archive and Delete.A workflow card's menu open on the Workflows page, listing Edit, Share, Duplicate, Move to folder, Export JSON, Information, Archive and Delete.

After you copy a template

  1. Open each node and check its configuration.
  2. Bind your own credentials on every connector and AI node. See Managing credentials.
  3. Set any workspace variables the workflow reads ({{ $env.NAME }}). An unset variable fails the node before it runs. See Workspaces.
  4. Test a run, ideally in sandbox mode.
  5. Activate the workflow when you are ready. See Versions and activation.

Tips & gotchas

  • Expressions use node names. {{ $node["Get Customer"].output.email }} looks up the node called "Get Customer". If you rename a node, update the expressions that point to it.
  • Webhook paths are shared across the instance. A copy keeps the original webhook path. Give the copy its own path before you activate both.
  • Merging can create duplicate names. After Merge into Current or Inline Contents, check that node names are still unique, so expressions point to the right node.

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