---
schema_version: "1"
id: 76177e6a00ae92d199b757e42afa630b620f3733af1890c207b76b508ca2fc98
title: Add a Live App to a Template from a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action_quip_live_app.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action_quip_live_app.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1912302156badaeb1642b4c24a75a7f53f010647cfb5555dc9131bb655670039
description: Keep your templates up to date with the latest Salesforce data. Add live Salesforce records and list views to your templates using Process Builder.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Add a Live App to a Template from a Process

Keep your templates up to date with the latest Salesforce data. Add live Salesforce records and list views to your templates using Process Builder.

### 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></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="d241911e55">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_action_quip_live_app__d4877e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d241911e55 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d241911e55 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

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

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See [Workflow Rules & Process Builder End of Support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US).

After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your [switch to Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules.").

After you create a Quip action and select **Create New Document** or **Edit Document**, fill in the relevant fields to add the action to your process.

1. From the Content Type dropdown, select **Quip Live App**.
2. To add a live Salesforce record, select **Salesforce Record**.
    1. Enter the Salesforce Record ID.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)
        
        Note To add a dynamic Salesforce record that updates based on the record that the document is embedded in, enter the value as a Reference. To add a specific record, enter the numbers that appear in the record URL as a String.
    2. These steps are optional and used as placeholders if the record can’t be found.
    3. **Optional:** Enter the Salesforce record name.
    4. **Optional:** Enter the record type.
    5. **Optional:** Enter the name of the Salesforce org.
3. To add a live Salesforce list view, select **Salesforce List**.
    1. Enter the Salesforce List View ID.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)
        
        Note To add a dynamic Salesforce list view that updates based on the record that the document is embedded in, enter the value as a Reference. To add a specific list view, enter the numbers that appear in the record URL as a String.
    2. Enter the list view object type.
    3. **Optional:** Enter the name of the Salesforce org.
4. Save the action.

Take note of these considerations to using Process Builder to add a Salesforce live app to your templates.

- You can’t select which record fields to display from Process Builder.
- The owner of a live app added by Process Builder to a template is the first user to open the copied document. Only the live app owner can save changes to Salesforce. Other users can edit and comment on the live app, but these changes don’t sync to Salesforce.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note To replace the existing Process Builder processes and Workflow Rules with flows before Process Builder and Workflow Rules reach [end of support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US), see [Quip Actions in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automation_flow.htm&type=5&language=en_US).