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Product guide/Projects & account/Sharing & templates

Projects & account

Sharing and templates

Getting a validated test out of your head and into the rest of the lab, and starting from someone else's work instead of an empty canvas.

Sharing a project

Share in the toolbar. Two routes, for two different situations.

The Share project dialog: a Copy invite link action, an Invite by email field with a Can edit role dropdown and an Invite button, a Who has project access section set to Only people invited, the owner row, and a Share preview button.
The share dialog. Invite by email with a role, or copy the link. Access is either only the people you invite, or anyone holding the link.
RouteWho gets inUse it for
Invite by emailOnly the people you name.A colleague who will work on it with you.
Copy invite linkAnyone holding the link, if you set it to that.A read-only look for a reviewer, a manager, or a customer.
  • The access setting is explicit: only invited people, or anyone with the link.
  • An invitation can be revoked, and revoking takes effect immediately.
  • Opening a share link needs a TestFlow account. The link grants access to that project; it is not a public, sign-in-free page, so treat “anyone with the link” as “anyone with the link and an account”.
  • Once claimed, the project appears in the recipient's Shared with me, and the owner is notified that the share was accepted.
The access controls in the share dialog: a Who has project access heading, an access mode dropdown reading Only people invited, and a role dropdown reading Can edit.
Two separate settings: who can get in, and what they can do once they are in.

Templates

Publish a project to the community gallery and it becomes a starting point for other engineers. Publishing is draft-first, so nothing goes public by accident, and each author gets a page collecting their published work.

The Templates page heading: the word Templates, a line reading Validation flows shared by the TestFlow community, open one and it becomes your own project, and a search field.
Resources, in the sidebar, is the community gallery.
A row of three template cards, each a coloured preview tile with a category badge, a title, the author, how many times it has been opened, and a date.
Each card carries its author and how many people have opened it. Opening one gives you your own copy.
A single template card: a coloured preview tile, the title Create a VI sweep test from 1 V to 10 V, the author Ali Kamaly, a count of how many times it has been opened, and a date.
One card: the title, who wrote it, and how many people have opened it.
  1. 1

    Open Resources

    From the sidebar. Browse or search the gallery.
  2. 2

    Read the template

    Its own page shows what it does, which instruments it assumes, and who wrote it.
  3. 3

    Start from it

    You get your own copy. Swap in your instruments and your limits.

Referrals

The Share TestFlow card in the sidebar, reading 100 credits per paid referral, above an Upgrade to Pro card.
The referral card sits at the bottom of the sidebar.

Your invite link is in the sidebar. Credits land automatically when someone you invited converts to a paid plan.

See also
Projects and search