Publishing Call Flow Templates

A service provider or system user can publish call flow templates to the Task Library.

When a service provider publishes a call flow template, all Studio accounts under the service provider can see the template.

When a system user publishes a call flow template, any Studio account in the system can access the template if the system user selects System Level. If the system user does not select System Level, any Studio account in the selected service provider can access the template.

Note:

You can assign initial variable values with the Start node. If you don't want the initial value to be published, mark the variable as configurable on the start node. The Studio user to create a task from the template supplies the initial value.

Steps to Publish

From the Build menu, click Tasks to open the tasks card deck.
Right-click the three dots ... in the upper right corner of the task card and select Publish.
Fill in the template properties.

Template Name

Give the template a name.

Template Description

Describe the template. This is not a required field, but it may help others understand the purpose of the template.

Inventory of Elements in the Task

Check the inventory of elements in the task.

Itinerary Section	Description
Overview	Shows the number of canvases, nodes, and node types in the task.
Nodes	Shows the types of nodes in the task and the number of times they are used.
Content	Shows the types of content items in the task and the number of times they are used.
Advanced Content	Shows specialized content used by the task, such as authentication profiles.

If elements of the inventory have an associated Configure link, click those links to verify configuration settings.

Following are some examples of elements with configuration links.

Element	Configuration
Secure Variable	Use to indicate whether to export the secure variable value. By default, the value is not exported.
Authentication Profile	Use to indicate whether to export sensitive credentials like the key file and password. By default, the sensitive credentials are not exported.
Datastore	Use to indicate whether to export the datastore values. By default, the datastore values are not exported.

Input Variables

Declare the input variables that are required by tasks that are created from this template.

Leave blank if the task does not require input variables.

Element	Configuration
Variable	Select the variable.
Description	Provide a description of the variable. For example, you can describe the purpose of the variable, indicate whether the template assumes a default value for the variable, and state the default value.
	Delete this input variable. Hover over the row to see the button.

Element

Configuration

Variable

Select the variable.

Description

Provide a description of the variable.

For example, you can describe the purpose of the variable, indicate whether the template assumes a default value for the variable, and state the default value.

Delete this input variable. Hover over the row to see the button.

Output Variables

Declare the output variables that are required by tasks that are created from this template.

Leave blank if the task does not require output variables.

Element	Configuration
Variable	Select the variable.
Description	Provide a description of the variable. For example, you can describe the purpose of the variable, indicate whether the template assumes a default value for the variable, and state the default value.
	Delete this output variable. Hover over the row to see the button.