Use a template to create a Flow workspace from that 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.
How to Use a Template
There are two ways to use a workspace template.
From the +New button:
Click +New on the right side of the top navigation bar.
Click Flow Workspace from the dropdown menu.
- You will see a list of your templates. Hover over the flow workspace template that you would like to use.
- Click Use to create a workspace from that template.
From the My Templates page:
- Go to the Flow Workspace Templates page by clicking Library on the top navigation bar.
- Hover over the workspace template that you would like to use, and click Use.
Steps to Use a Template
After you click Use on a template, you will go through three steps to launch a Flow workspace:
- Setting Assignees
- Customizing the Flow (optional)
- Reviewing & Modifying the Flow workspace details (optional)
Set Assignees
The first step in using your template is assigning user roles. Enter the name, email, or phone number for the users you want to assign to each role.
If the users you would like to add already exist inside of your Moxo portal, their name will be shown in the suggestion box and you can select their name.
If no matches are found, you will have the option to invite a new client or invite a new internal user.
If you’d like to add or change the user roles, you will need to edit your workspace template before using it.
Customize Flow
Once you’ve assigned emails to your user roles, click Next to move to the ‘Customize Flow’ step.
Here you will see the flow builder and can customize the template for the specific workspace you are about to create if required. You can optionally add, remove, or change the actions in the flow prior to using it.
Preview & Start Workspace
Once you’ve completed any customizations in your flow, click Next to move onto the final step: Preview & Start Workspace.
On this page you can preview the workspace you are about to create on both Desktop and Mobile.
You have the option to edit or change the workspace title, workspace description, workspace icon image, and cover image. You can also set the period of inactivity after the completion of the flow, after which the workspace will be auto-archived.
Enable the Chat for this workspace to support client communication during the flow. With the Chat enabled, the AI Chat Assistant can be configured to provide intelligent guidance and answer client questions as work progresses.
Once you’ve completed this step, click Start to start a new Flow workspace using this template.
Enabling Start Link
To configure Start Link for a particulate Flow Template:
- Open the desired Flow Template.
- Click on Start Link and enable it. This generates the link that anyone, authenticated or unauthenticated, can use to start a workflow.
- In the configuration dialog box, specify 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.
- Save the configuration.
Start Link is supported for all templates, including those that are private
or
inside folders. However, making a template available to select from the 'Start'
button in the client portal requires that the template be shared and in the
root
folder.
Only templates with Start Link enabled will be available for selection
by admins during setup.
Managing Start Link via Templates
Access and manage Start Link directly from the Template Preview page or via the ‘...’ ellipsis icon in the Flow Templates.