How to Setup Template Versioning in TaskRay

The article explains how to set up Template Versioning in TaskRay by transforming templates to obtain Addressable IDs for efficient iteration without updating automations, and details using Salesforce Developer Console with a specific Tooling API query to locate and update Process Builder or Flow automations referencing TaskRay Project Clone Actions to utilize these Addressable IDs.

The newest TaskRay release introduces Template Versioning to all editions. Template versioning allows for quick iteration of a template to see results over time.

TaskRay uses its own platform to deliver onboarding experiences, following the same setup steps as customers. To get started with Template Versioning, begin with the template versioning setup guide to transform templates and gain Addressable IDs. These Addressable IDs are important for iterating quickly to new versions without updating automations each time a new template version is created.

Pro Tip: It is highly recommended to capture the Addressable IDs instead of Record IDs from the Project Clone Flow Actions. This will make your workflow much faster!

After transforming templates, the next step is to find Process Builder or Flow automations to update using those Addressable IDs. This can be challenging if you haven't built all the Flows in your Org or don't remember where the TaskRay Project Clone Action is used.

Using the Salesforce Developer Console, you can use native Salesforce tools and queries to find where TaskRay Project Clone Action might be used and quickly update your automation to use Addressable IDs.

Steps:

1.Open Developer Console.
2.In the query section, check “Use Tooling API” (this is important for the query to work).

Query to find all automation (Flow & Process Builder) that references TaskRay Project Clone Actions:

SELECT MetadataComponentName, MetadataComponentType, RefMetadataComponentName, RefMetadataComponentType, RefMetadataComponentNamespace
FROM MetadataComponentDependency
WHERE MetadataComponentType = ‘Flow’ AND RefMetadataComponentType = ‘ApexClass’ AND RefMetadataComponentNamespace = ‘TASKRAY’

After running the query, you will get a list of Process Builders and Flows that use the TaskRay Actions. Look for RefMetadataComponentName values of “trCloneProject” and “trCloneProject_async”.

For step-by-step instructions on how to update Flows and Process Builders automation, refer to the linked guides.

If you have questions about the newest TaskRay release, you can watch the Office Hours webinar for best practices and answers to common questions.