Overview
Yeeflow provides pre-built Custom Service Templates to help you create reusable service logic without starting from scratch.
Templates provide predefined:
Service logic
Input variables
Output variables
Connection variables (if required)
After creating a Custom Service from a template, you can review, customize, test, and publish the service based on your requirements.
For more information about Custom Services, see:
Create a Custom Service from Templates
You can create a Custom Service from templates through New application resource.
Steps
Open your Yeeflow application.
Click Add new component.
In New application resource, select Custom services.
Select Create from templates.
The available Custom Service Templates will be displayed.
Select the template you want to use.
Review the template information.
Click Use template.
After Using a Template
After clicking Use template, Yeeflow creates a new Custom Service based on the selected template and opens the AI code editor.
The AI code editor provides an environment to review, customize, test, and publish the generated service.
The interface includes three main areas:
Area | Description |
Left panel: AI code editor | Use AI assistance to generate or modify service code based on your requirements. |
Center: Code editor | View and edit the generated service logic. |
Right panel: SNIPPETS / TEST RUN | View code references and test the service with input parameters and output results. |
The template creates predefined service configurations, including:
Service logic
Input variables
Output variables
Connection variables (if required)
You can review and customize the generated service based on your business requirements.
Review Variables Configuration
After creating a Custom Service from a template, you can review the predefined variables in the Variables management window.
Click Variables in the AI code editor to open the configuration window.
The template may include:
Connection variables
Input variables
Output variables
You can update the variables based on your requirements.
Customize Service Logic
After reviewing the template configuration, you can customize the service logic in the AI code editor.
You can:
Describe the changes you need to AI
Ask AI to update the service logic
Modify the code manually
After making changes, use TEST RUN to verify the result.
Test a Template-Based Custom Service
Before publishing the service, use TEST RUN to verify that the service works as expected.
Steps
Open the TEST RUN tab in the AI code editor.
Enter sample values for the required input parameters.
Click Run simulation.
Review the output variables.
Update and Retest the Service
If the test result does not meet your requirements, you can return to the AI code editor and update the service logic.
You can:
Ask AI to update the code
Modify the code manually
Run TEST RUN again
Repeat the process until the service returns the expected result.
Publish a Template-Based Custom Service
After the service passes TEST RUN, publish the service to make it available for use.
Steps
Click Publish in the AI code editor.
Review the version information.
Add a version description if needed.
Click Publish.
After publishing:
The service status becomes Published.
The service becomes available for invocation.
Manage the Published Service
After publishing, you will return to the Custom services list.
You can manage the created service from:
Application Settings → Integrations → Custom services
From the Custom services list, you can:
View the service status and version
Open the AI code editor
Edit service information
Duplicate, share, export, disable, or delete the service
For detailed management actions, see:
Available Custom Service Templates
Yeeflow provides pre-built Custom Service Templates to help you quickly create reusable service logic for common business scenarios.
Each template includes predefined service logic and configuration that you can customize based on your requirements.
Available templates include:
Template | Description |
Insert Excel Data to Data List | Creates a Custom Service that reads structured data from an Excel file and inserts records into a Yeeflow Data List. This template helps automate bulk data import scenarios, such as importing records from spreadsheets. |
Sub List to HTML Table | Creates a Custom Service that converts Yeeflow Sub List data into a formatted HTML table. This template helps transform structured business data into readable outputs for emails, notifications, and workflow communications. |
Use a Template-Based Custom Service
After the Custom Service is published, it can be used in different scenarios.
Choose the appropriate usage scenario:
Invoke Custom Service in a Workflow
Use the published service in workflow automation.Invoke Custom Service from a Form Action
Use the published service from form actions.Invoke Custom Service as an AI Tool
Use the published service as a tool for AI Agents or Copilots.