Creating a Template (Exporting)
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Any Relay.app workflow can be shared via a link as a that others can use as a starting point.
Follow these best practises before generating a template link:
Make sure your workflow doesn't have any errors, to make it easy for those who import it
Rename steps in your workflow to make clear why it's there. This will help importers understand what it does
Add with guidance for importers on how to get started using your template, and any specifics they will need to adjust/tweak
Before generating the template link, add a template description. This description will be shown to importers before they import your template.
Click 'Export and generate template link' to generate a unique template link for this workflow.
You'll see a confirmation in the dialog with the the uniquely generated link. You can copy this link from here, and share it with others. Note that this link is not the same as the workflow link you're using to edit your workflow.
Before sharing the template link with others, test it yourself by pasting the link in your browser and importing the template in your own workspace. Every time a template is imported, it will create a new workflow, so it won't overwrite existing workflows.
After you make changes to the original workflow, the template is not automatically updated.
To disable the link of a template, switch the toggle in the exporting dialog to the 'off' state.
After you've made changes to a workflow that's exported as a template, you'll need to explicitly update the template to adopt these changes.
To do so, click on the globe icon in the header or the 'Export workflow as template' menu in the [...] overflow menu, and click 'Update template based on current workflow'
You'll need to to reflect the latest changes in the workflow, if desired.
Feel free to share template links on social media, and we won't mind if you tag us
To re-enable the template link for a workflow that was previously shared as a template but then disabled/turned off, click '' again in the [...] overflow menu of the Editor, and turn the toggle back to the 'on' state.
To create a new link, duplicate the workflow and .
To create a new link, first duplicate the workflow and .
When a workflow is shared as a template, you'll notice a globe icon next to its name in the .
The globe icon is also shown in the Editor. Clicking on it will invoke the 'export' dialog (which you can also still access via the in the Editor).
Want your template featured in the our ? Submit it via
Template links can be disabled, .
In the , you'll see the icon as well:
Yes! When people without a Relay.app account access your template link, they will first see a preview of the workflow and when they click 'Import now' they will first be taken through the free account creation flow. Learn more about importing templates .
