---
title: "Creating Record Flow Templates"
slug: "creating-record-flow-templates"
updated: 2024-04-19T14:34:18Z
published: 2024-04-19T14:34:18Z
canonical: "wiki.cobblestonesoftware.com/creating-record-flow-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Record Flow Templates

### **Creating Record Flow Templates**

**Record Flow Templates**

Contract Insight has the ability to automatically create a new Request, Contract, eSourcing, or Vendor/Customer Record based on conditions met in an existing Request record.

To do this, click **Manage/Setup**, **Record Flow Templates**, and **Create Record Flow Template**.

![Location of Record Flow Template creation](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(321).png)

From this screen, select the Area to which the template applies, as well as the necessary Table.

![Select Area template applied](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(242).png)

![Select table template applied](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(181).png)

The next step will be selecting which fields will be used to filter when this action should take place. Under the Template Links side menu, click **Template Assigned Fields**. These fields will be used to determine the rules that determine when this template will take effect. Select tables as necessary using the arrow icons to select/de-select fields. When all desired fields have been brought over, click **Save Assigned Fields**.

![Template Creation which fields will be assigned](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(134).png)

Once all fields have been added and saved, under the Template Links side menu, click **Template Rules & Conditions**. Add the condition(s) that will dictate when the template is used to create a new record. Once finished, make sure to click **Save Filter(s)** at the bottom.

![Template Rules & Conditions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(92).png)

![Template Rules & Conditions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(69).png)

After you have saved your filters, select **Template Actions** from the Template Links side menu.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Template%20Actions.PNG)

Click **Add New Action** to select the area to create the new record. Select the desired table from the **Action Table Dropdown**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Manage%20Action.PNG)

To Create a Field Override in the flow process, click **Add Field** **Overide** next to an existing Template Action. Select your Override Field from the dropdown, then enter your desired value. Only fields selected on the template will be available for Override.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Manage%20Field%20Override.PNG)

You can see existing override fields by clicking the arrow icon next to the template action on the grid.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Field%20Override%20in%20Grid.PNG)

NOTE: Files DO NOT carry over from record to record in a Record Flow Process