How to Create and Publish a Template
To share your valuable automation expertise with the global Diaflow Community, you must convert your finished workflow into a publishable template and submit it for review.
1. Initiating Template Creation
There are two primary ways to start the template creation process:
Option A: From the Community Profile Page
Navigate to your "My Community Profile" page.
Click the "Create" button located next to the Sort by menu.
A modal titled "Create a Template" will appear. It outlines the three main steps: Create a flow, convert it into a template, and publish your template.
Click "Create a new flow" inside the modal to be redirected to the Workflow Builder.
Option B: From the Workflow Builder
Open the specific workflow you wish to convert into a template.
Click the three-dot menu (...) in the top right corner of the builder canvas.
Select "Create template" from the dropdown menu.
2. Converting Your Flow to a Template (Settings Popup)
Once you click "Create template," a Settings pop-up will appear, where you can fill in the details.
Note: If your flow is currently unpublished, the system will automatically publish it before showing the pop-up. If it is already published, the pop-up will appear immediately.
Criteria for submission: Before submitting, make sure your template meets these quality standards:
Practical & Original: Your template must be useful, unique, and not a copy of an existing template.
Clear Description: Write a well-structured description so other users know exactly how to use it.
Required Fields to Fill In:
Name: Enter a clear and descriptive name. Maximum 60 characters. Example: "Project Manager Video Script".
Categories: Select relevant tags, such as Marketing or Finance, so users can easily find your template in the marketplace.
Description: Provide a detailed guide on what the workflow does, its key benefits, and how to set it up.
3. Submitting for Review
Once all required fields are complete, click the Create button.
Success message: You will see a notification that says, "Your template has been created successfully! We will review it soon. This usually takes a few days."
The system will then redirect you back to your My Community Profile page. Your new template will appear there with the status Waiting for review.
4. Template Review Status Flow
After submission, your template will go through the following stages. You can check these statuses on your profile:
Waiting for review: The template is in the queue.
In Review: The Admin Team is actively checking its quality and functionality.
Public (Approved): The Admin has approved your template. It is now visible on the Community page.
Need change (Rejected): Issues were found, such as a broken flow or a missing description. (You must edit the flow to fix the issues and resubmit it.)
5. Template Approved
Once approved by the Diaflow team, the template will switch to Public status.
At this point, your template will appear on the Community page.
If you want to switch it to Private mode, see the Managing Your Shared Templates guide.
Need help?
Need to make edits, fix a rejected template, or change its visibility? See Managing Your Shared Templates.
Want to ensure your submission gets approved quickly? Review our Community Template Submission Guidelines.
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