Portal Community

Opening the Template Editor

  1. Ensure you have admin rights and admin mode is enabled in the designer settings.
  2. Right-click any node on the canvas.
  3. Select "Edit Node Template" from the context menu (only visible in admin mode).
  4. The NodeTemplateEditModal opens, pre-populated with the node's current NodeType values.
Admin Mode Only The "Edit Node Template" context menu item is completely hidden for non-admin users. Editing a NodeType affects all workflows that use this node type, including in production tenants. Changes take effect immediately after saving.

Editable Fields

FieldEditable?Notes
typeCodeNoCannot be changed after creation — changing it would break all existing workflows using this type
displayNameYesAffects palette card and default node label
descriptionYesShown in palette tooltip
iconYesFont Awesome class; preview shown in modal
colorYesColour picker for header bar
categoryYesDropdown: trigger, logic, data, integration, etc.
tagsYesComma-separated tag list for palette search
portsYesPort editor — add/remove ports, change portKey, isRequired, isErrorPort
defaultConfigYesJSON editor for pre-populated form values
formIdYesInteger Atlas Form ID; "Test Form" button previews it
isDeprecatedYesHides from palette search without deleting

Save Behaviour

Saving calls PUT /api/v1/flow-studio/node-types/{typeCode}. The canvas immediately re-renders all nodes of this type to reflect the new displayName, icon, or colour. Existing node instances on open canvases are updated client-side without requiring a page reload.