Working with Templates and Instances
- Former user (Deleted)
- Borja Moro Moreno
What is a template?
Devo Flow templates are designed to streamline data analysis and context sharing within Flow. Use them to create parameters that can be easily inserted into units.
What permissions do I need?
What you will see in this view is permissions dependent. Users with Domain flows permission will see all the Templates in the domain, whereas users with Own flows permission will see only Templates created by them.
Working with templates
Template manager
You can view all the available templates in your domain via the Flow Manager.
If it is your first time accessing Flow, you can open the Flow Manager directly from the Flow Homepage.
If you already have a Flow open, click the Flow Manager icon in the left-hand side.
The Flow Manager provides information on Flows in your domain in two tabs: Flows, and Templates.
Managing templates
From this view, you can carry out the following actions:
Instantiate template |
| This will create an instance for the selected template. To learn more about instances, see the section below. |
|---|---|---|
Load in a new tab |
| This opens the Template in a new tab, allowing you to keep the Flow Management view open in a different tab. |
Clone |
&
| Click this button and then select Clone to clone the selected Template. A new window will appear, where you can assign a new name for the cloned Template. Click Apply and the new Template will appear. You can now make modifications to this Template without changing the original. |
Create a Template
These are the basic steps you must follow to define a new Devo Flow Template:
From the Homepage, simply go to New Template:
If you are using the Flow area:
Publish a template
Once you have initiated a Template, instead of having to reinstantiate it every time you make changes, you can Publish it to reflect any changes made. For this, use the Publish option in the toolbar.
This way, modifying the original template will also modify it in any instances it is contained in.
Working with Instances
An instance is a Flow created from a Template. The Flow is activated so that you can test it, save it, run it and more.
Open an instance
You can open an instance in two ways.
If you already have a Flow open, go to File → Open and select the instance from the list.
You can filter for instances, or scroll to the desired Instance.
Open in a new tab
Make sure to tick this option if you wish to keep the current Flow open. Unticking this option will open the Instance in the same tab, replacing the current tab.
You can also use the Flow Manager to see a list of instances.
Using instances
As well as the common Flow operations, the Instance toolbar provides buttons specific to instances:
Parameters: Click this button to open the Parameters window with the available parameters.
Master template: This will take you to the original template that the instance was created from.
Detach instance
If you have an instance you wish to convert to a Flow, use the Detach instance option in the File menu.
Option disabled?
You must first save your instance on the server before you can save it as a Flow.
Template manager
You can view all the available templates in your domain via the Flow Manager.
If it is your first time accessing Flow, you can open the Flow Manager directly from the Flow Homepage.
If you already have a Flow open, click the Flow Manager icon in the left-hand side.
The Flow Manager provides information on Flows in your domain in two tabs: Flows, and Templates.
Managing templates
From this view, you can carry out the following actions:
Instantiate template |
| This will create an instance for the selected template. To learn more about instances, see the section below. |
|---|---|---|
Load in a new tab |
| This opens the Template in a new tab, allowing you to keep the Flow Management view open in a different tab. |
Clone |
&
| Click this button and then select Clone to clone the selected Template. A new window will appear, where you can assign a new name for the cloned Template. Click Apply and the new Template will appear. You can now make modifications to this Template without changing the original. |
Create a Template
These are the basic steps you must follow to define a new Devo Flow Template:
From the Homepage, simply go to New Template:
If you are using the Flow area:
Publish a template
Once you have initiated a Template, instead of having to reinstantiate it every time you make changes, you can Publish it to reflect any changes made. For this, use the Publish option in the toolbar.
This way, modifying the original template will also modify it in any instances it is contained in. A new window will show you the results of the changes.
Working with Instances
An instance is a Flow created from a Template. The Flow is activated so that you can test it, save it, run it and more.
Open an instance
You can open an instance in two ways.
If you already have a Flow open, go to File → Open and select the instance from the list.
You can filter for instances, or scroll to the desired Instance.
Open in a new tab
Make sure to tick this option if you wish to keep the current Flow open. Unticking this option will open the Instance in the same tab, replacing the current tab.
You can also use the Flow Manager to see a list of instances.
Using instances
As well as the common Flow operations, the Instance toolbar provides buttons specific to instances:
Parameters: Click this button to open the Parameters window with the available parameters.
Master template: This will take you to the original template that the instance was created from.
Detach instance
If you have an instance you wish to convert to a Flow, use the Detach instance option in the File menu.