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Procedure → Create From Template

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Overview

This node operation duplicates an existing procedure template in the Hudu system to create a new procedure. It is useful for quickly creating new procedures based on predefined templates, saving time and ensuring consistency. For example, a company can use this to replicate standard operating procedures for different departments or projects by specifying the template ID and optionally customizing the new procedure's company association, name, and description.

Use Case Examples

  1. Duplicate a procedure template by providing its Template ID to create a new procedure with the same structure.
  2. Create a new procedure from a template and assign it to a specific company by selecting the company name or ID.
  3. Create a new procedure from a template and customize its name and description during creation.

Properties

Name Meaning
Template ID The ID of the template procedure to duplicate, required to identify which template to use for creating the new procedure.
Company Name or ID Optional field to specify the company for the new procedure, accepts a company name or numeric ID, which can be selected from a list or provided via expression.
Name Optional field to specify a new name for the duplicated procedure.
Description Optional field to specify a new description for the duplicated procedure.

Output

JSON

  • id - The unique identifier of the newly created procedure.
  • name - The name of the newly created procedure.
  • description - The description of the newly created procedure.
  • company_id - The company ID associated with the newly created procedure.
  • template_id - The ID of the template from which the procedure was created.

Dependencies

  • Requires an API key credential for authenticating with the Hudu REST API.

Troubleshooting

  • Ensure the Template ID provided is valid and exists in the Hudu system to avoid errors.
  • If specifying a company, verify the company ID or name is correct and accessible.
  • Check API credentials and permissions if the node fails to authenticate or perform the operation.
  • Common error messages may include invalid resource or operation names, which indicate misconfiguration of the node parameters.

Discussion