Create a flow from a template
Open a suitable template, review its preview, and select Use this template. Give the new copy your own name.
Open a suitable template, review its preview, and select Use this template. Give the new copy your own name. Confirm that the new flow is a Draft in your list and that its sample nodes appear in the editor.
Before you start
- The correct flow to edit
- Permission to change the flow
Step by step
Open Flow Builder → Template Gallery
Go to Flow Builder → Template Gallery from the main menu. Confirm that the selected record matches the task you are about to complete.
Create a flow from a template
Open a suitable template, review its preview, and select Use this template. Give the new copy your own name.
Check the result
Confirm that the new flow is a Draft in your list and that its sample nodes appear in the editor.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
