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

1. Navigate to your "My Community Profile" page.

2. Click the "Create" button located next to the Sort by menu.

   
3. A modal titled "Create a Template" will appear, outlining the three main steps (Create a flow, Convert to a template, Publish your template)

4. Click "Create a new flow" inside the modal to be redirected to the Workflow Builder.

   

   

Option B: From the Workflow Builder

1. Open the specific workflow you wish to convert into a template.

2. Click the three-dot menu (...) in the top right corner of the builder canvas.

3. Select "Create template" from the dropdown menu.

2. Converting Your Flow to a Template (Settings Popup)

Once you click "Create template," a pop-up will display, prompting you to configure your template's details.

Note:

• If your current flow is Unpublished: The system will automatically Publish your flow first, and then the Settings pop-up will appear.

• If your current flow is Published: The Settings pop-up will display immediately.

You must ensure your template meets the following criteria before submission:

Criteria	Description
Build practical and original workflows	Your template must be useful and unique.
Write clear, well-structured descriptions	Ensure clarity for easy adoption by other users.
Don't copy or repost existing templates	Maintain originality and respect intellectual property.

Required Fields:

Field	Requirement
Name*	Enter a clear and descriptive name for your template (Max 60 characters). E.g., "Project Manager Video Script."
Categories*	Select relevant categories (e.g., Marketing, Finance) to help users find your template in the Community marketplace.
Description	Provide a comprehensive description of what your workflow does, its key benefits, and how it is configured. (You can read more about our community guidance for best practices.)

3. Submitting for Review

1. Complete all required fields in the Settings pop-up.

2. Click the "Submit for review" button to finalize the template creation flow.

Success Message:

You will see the message: "Your template has been created successfully! We will review it soon. This usually takes a few days."

The system will then redirect you to your "My Community Profile" page, where your newly created template will appear with the initial status: "Waiting for review."

4. Template Review Status Flow

Once submitted, your template will pass through the following stages:

Status	Details	User Action
Waiting for review	The initial status. The template is in the queue for the Diaflow Admin Team.	User CANNOT edit the template at this stage.
In Review	The Diaflow Admin Team is actively reviewing the template's quality, functionality, and compliance with guidelines.	User CANNOT edit the template at this stage.
Public (Approved)	The Admin has approved the template. It is now visible on the main Community page and your Profile.	Creator can change the status to "Unlisted" or "Private" at any time.
Need change (Rejected)	The Admin has found issues (e.g., broken flow, missing description).	User must edit the template to fix the issues and resubmit.

5. Template approved

Once approved by the Diaflow team, the Template will switch to the "Public" status.

At this point, your template will appear on the Template Community page.

If you wish to switch it to Private mode, please refer to the instructions in the Managing Your Shared Templates guide