How to Use Flow Templates

BizFlow ships with a ready-made template library covering the most common workplace processes. Templates are a fast way to get a working flow without building from scratch — clone one, adjust the form fields and assignee rules to match your team, and publish.

Accessing the template gallery

Templates are available to admins only.

1. Go to Flows in the left sidebar
2. Click the Templates button in the toolbar (top-right of the flow list)
3. The gallery opens as an overlay showing all published templates grouped by category
4. Use the category tabs — All · HR · Finance · IT · Operations · Other — to filter

Cloning a template

1. Browse or filter to find the template you want
2. Click Use template on the card
3. BizFlow creates a new draft flow in your workspace with the full canvas pre-built
4. You are taken straight to the flow builder to review and customise it

What is copied

Element	Copied?	Notes
Steps and connections	✅ Yes	Full canvas graph
Form fields and field types	✅ Yes	Labels, required flags, dropdown options
Branch conditions	✅ Yes	Yes/No routing logic
Generic assignee rules	✅ Yes	Requester, Manager, Skip-level, Dept head
Fixed-email assignee rules	❌ Removed	Must be set in your workspace
Tenant-specific dept/role rules	❌ Removed	Must be set in your workspace
SLA deadlines	✅ Yes	Hours are copied; adjust as needed

Customising after cloning

Most templates work straight away with generic assignee rules, but you may want to:

• Rename steps to match your company terminology
• Add or remove form fields — click a step node, then open the Fields panel
• Set specific assignees — if a step should always go to a named person or department, update the Assignee Rule
• Adjust SLA deadlines — each step can have its own due-within setting
• Restrict who can trigger the flow — use the Trigger Restrictions setting in the Publish panel to limit it to specific departments

Publishing

When you are happy with the customised flow, open the Publish panel on the right sidebar and click Publish. The flow is immediately available for your team to trigger.

Plan limits

Cloning a template creates a new flow in your workspace and counts towards your plan's flow limit. Free plan workspaces are limited to 2 flows total.

Suggesting new templates

Do not see a template for your use case? Email us at contact@bizflow.id.vn and we will consider adding it to the library.

See also

• Available Flow Templates — browse the full catalog
• How to Create a Workflow — build from scratch
• How to Configure Assignee Rules