Existing templates can be edited, copied or deleted from the Templates screen.
Quick links:
How to edit a template
From the templates screen, you can click on the Edit button under the Actions column of the template screen to make any required changes.
Don't forget to click Save afterwards to complete your edit.
It is important to note that when editing a template, this does not automatically pass on any changes to active flows using this template or similar content.
If you make changes to a related object, any merge fields you have previously added to your template will most likely be invalid. This can create errors and prevent you from saving a template or activating a flow. For this reason, you will want to re-add any required merge fields to ensure Pendula is correctly mapping these back to the relevant field in your data source.
How to copy a template
Copying a template saves you a lot of time if you only need to make minor adjustments to existing content.
To copy a template, simply click on the Copy button under the Actions column of the template screen.
Pendula will clone all existing details across onto a new template with (copy) added to the end of the template name.
You can then simply make any required changes and click Save.
How to delete a template
To delete a template, simply click on the Delete button under the Actions column of the template screen.
Deleting a template is final! If you would like to keep a record of a template that is no longer required in flow, consider updating the status to Inactive instead.