Flow Workspace Templates make it easy to manage multi-step repeatable processes with customers, vendors, and partners. Create a template to set up a workflow that can easily be reused whenever you need it.
Flow Workspace Templates can be accessed through the Library in the top navigation bar. Once inside the Library, click Flow Workspace under the Templates section. Here you can create and store your own workflow templates.
Additionally, you can access the Template Gallery from the Flow Workspace library, where you will find a wide range of pre-built template workflows across industries and departments, ready for you to use or customize.
How to Create a Template
Create a template from the Flow Workspace Templates page by clicking Library in the top navigation bar.
When creating a Flow Workspace Template, you will define your workflow and the roles involved in your workflow.
- Drag and drop actions to create a workflow.
- Add user roles to your workflow and assign specific actions to different roles. Your Workflow Roles represent the people who will need to take action in the workflow.
How to Use a Template
Use a template by hovering over a template and clicking Use from the Flow Workspace Templates page. You can also use a template when creating a new workspace from +New in the top navigation bar.
Using a template will create a workspace from the existing template.
To use a template, you will assign users to the template roles and have the option to edit any details that need to be customized for that individual workspace.
Setting Up Client-Initiated Flows in Flow Templates
Client-Initiated Flows empower clients to independently start new workflows directly from their client portal, creating a seamless self-service experience.
There are two options to enable a Flow for client initiation:
- Start Link: Template owners can enable the Start Link per template. This link allows anyone, authenticated or unauthenticated, to start the workflow. The link can be easily shared or embedded in various places including websites and emails.
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+ Start Flow: Admins can configure the + Start Flow option within Moxo, allowing clients to manually start selected flows directly from the Client Portal.
Together, these options give Admins precise control over which Flows clients can initiate, whether launched from an external link or directly within the Client Portal.
Once enabled, Start Link can be configured to include the following:
- Workspace Owner: A default internal user who will be assigned as the workspace owner.
- Workspace Initializer Role: The role assigned to the client user initiating the Flow.
- Link: Copy and share directly via email, messaging, or links
- Embed HTML Code: Embed flows directly into websites or portals
- QR Code: Download and enable quick mobile access and offline-to-online transitions
This setup ensures that whenever a client launches a Flow, they’re immediately placed in the appropriate role, and the designated process owner is assigned to manage the workspace.
How to Manage Shared Flow Templates
To control who has access to your flow templates:
- Navigate to the Admin portal.
- Click on Permissions, under Advanced features.
- With permissions, click on the Users section of Manage Shared Flow Templates.
- You can choose to include All Internal Users or enter names of only those internal users who need to have access, then select their names from the drop down.
- Next, click Add Users at the bottom.
The permissions you set here will determine who can create and modify shared flow templates and folders. Keep in mind that internal users will still be able to create and modify private flow templates they own, regardless of the share permissions.