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Regular Visitor

Create a template to be shared inside a company

Hi,

it's possible to share my flow as a template only within my company? I've created a flow for internal use only with several connectors and I want to share the flow with other colleagues which will have to use their own credentials for connectors and give them the opportunity to customize the flow.

I know that I can submit my flow as a template but it will be available for all users also outside the company. I can share the flow with other members but if I understand correctly it's not possible to customize shared flow.

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Super User III
Super User III

Re: Create a template to be shared inside a company

Hi @MartinMM no you can't save as a template just within your organisation. What you'd need to do is to add your colleagues as co-owners of the flow so that they could do a save as and then adjust their copy of it. Alternatively you could create an image of the steps in the flow with Visio and share that with your colleagues.

Rob
Los Gallardos
If I've answered your question or solved your problem, please mark this question as answered. This helps others who have the same question find a solution quickly via the forum search. If you liked my response, please consider giving it a thumbs up. Thanks.

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1 REPLY 1
Highlighted
Super User III
Super User III

Re: Create a template to be shared inside a company

Hi @MartinMM no you can't save as a template just within your organisation. What you'd need to do is to add your colleagues as co-owners of the flow so that they could do a save as and then adjust their copy of it. Alternatively you could create an image of the steps in the flow with Visio and share that with your colleagues.

Rob
Los Gallardos
If I've answered your question or solved your problem, please mark this question as answered. This helps others who have the same question find a solution quickly via the forum search. If you liked my response, please consider giving it a thumbs up. Thanks.

View solution in original post

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