New flow templates can be created from existing flow templates located in the Flow Template Gallery, or one can create a new flow template from scratch. If using an existing flow template, the flow template can either be downloaded from the Microsoft Flow Template Gallery (a public gallery) or from your organization’s Custom Flow Template Gallery (a private gallery). Once downloaded, the template can be easily modified to meet your business automation needs.
There are many different types of flow templates that are organized into collections that are based on the purpose of the flow. We reviewed the five types of flows in a previous instalment, SharePoint and Microsoft Flow: Automating Business Processes.
Sharing your newly created template to your organization’s Custom Flow Template Gallery is simple and straightforward:
It is important that the Approval Team automate a flow to notify them when a new submission is sent. Without this, it will be difficult to track the submissions. It is also highly suggested that a flow is used to delete rejected flows from the list to keep it clean.
Creating a new template or modifying an existing template follows the same steps as described previously.
Submitting the new flow template is the same process as well, but the difference between the Microsoft Flow Template Gallery and your organization’s Custom Flow Template Gallery is that when you submit to Microsoft’s Gallery, the template is routed externally, not internally, to Microsoft’s Flow Approval Team.
It may not be optimal to share flow templates in the public Microsoft Flow Template Gallery, but sharing internally within your organization, without compromising data security or exposing proprietary connections, is preferred to encourage collaboration. A Custom Flow Template Gallery in SharePoint Online addresses these issues.
By integrating Microsoft Flow with SharePoint, many business functions can be automated to help eliminate repetitive tasks but by creating new or modifying existing flow templates from a gallery and sharing these with either the world or within your organization, processes can become more streamlined, efficient and accurate. By creating, supporting, and encouraging a self-service resource community of users with access to resources, knowledge, and training, the users will learn, create and implement flows in a collaborative environment.
Chicago Fest Chicago is December 3rd, 2018, a full week packed with workshops, breakout sessions, Ask the Experts panel, and podcasts. This is one of my favorite conferences, and I am honored this year to present 4 sessions:
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