---
schema_version: "1"
id: 67649ee2d02bde8ec65dbb488f080bb71399f9f61c26b8238eacc93bf683f399
title: Build Your Expression Set From a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/build_your_expression_set_using_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.build_your_expression_set_using_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: edd55a5eedce61d62baf617582e71a08b0ad6d3fd1ffdd4a25428c8b5ad79430
description: To reuse or modify an expression set template’s components, save the template as an expression set or a version of an expression set. The template’s type determines whether you can save it as a new expression set or a version of an existing expression set.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Build Your Expression Set From a Template

To reuse or modify an expression set template’s components, save the template as an expression set or a version of an expression set. The template’s type determines whether you can save it as a new expression set or a version of an existing expression set.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions for clouds that have Business Rules Engine enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4114e73">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4114e73 ">To view an expression set template:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4114e73 ">Rule Engine Designer</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4114e73 ">To save an expression set template as an expression set or an expression set
                version:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4114e73 ">Rule Engine Designer</td>

            </tr>
          </tbody>
        </table>

## Build Your Expression Set from a Read-Only Template

You can’t directly use a read-only expression set template because the template is inactive. To activate the template for reuse or to modify the template, save the template as an expression set.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/images/icon_note.png)

Note To use an expression set template as-is for creating an expression set, ensure that all

1. From the App Launcher (![App explorer icon.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/app_explorer.png)), find and select **Business Rules Engine**.
2. From the app navigation menu, select **Expression Set Templates**.
3. Open the read-only expression set template that you want to use.
    
    The names of read-only templates don’t have the Ready\_to\_Use prefix (1), and the templates don’t have the Executable checkbox selected (2).
    
    ![How to identify a read-only template from the list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/read-only_template.png)
4. Click **Save As**.
    
    The Save As operation creates an expression set. The expression set’s first version is also created by default and opens in a new browser tab. The version inherits the template’s components, such as resources and steps.

To call the expression set from flows or use it as a subexpression, give the version a rank, and activate the version.

## Build Your Expression Set or Version From an Executable Template

An executable template is active, so you can use it as-is in flows or as subexpressions. But you can’t make changes or additions to an executable template. To reuse a template’s components and then build on top of them, or to modify the components, save the template as an expression set or a version of an expression set.

1. From the App Launcher (![App explorer icon.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/app_explorer.png)), find and select **Business Rules Engine**.
2. From the app navigation menu, select **Expression Set Templates**.
3. Open the executable expression set template that you want to use.
    
    Executable templates have the Ready\_to\_Use prefix (1) in their names, and have the Executable checkbox selected (2).
    
    ![How to identify an executable template](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-business_rules_engine-264-0-0-production-enus/b2d6dd5c-c231-428b-abbf-3dd2cd51a11f/business_rules_engine/images/executable_template.png)
4. Click **Save As**.
5. Select how you want to save the template.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d4114e267-option" id="d4114e271">Expression Set</th><td style="vertical-align:top;" headers="d4114e267-desc d4114e271">Saves the template as an expression set.</td></tr><tr class=""><th style="vertical-align:top;" headers="d4114e267-option" id="d4114e280">Expression Set Version</th><td style="vertical-align:top;" headers="d4114e267-desc d4114e280">Saves the template as a version of the expression set that you select.</td></tr></tbody></table>
6. Save your changes.
    
    Depending upon your selection, a version of the newly created or the selected expression set opens in a new browser tab.