Using Data Structures


Categorizing Folder Actions

Setting classification information for a flow designated as an action on an entity helps organize that flow within the entity's Action menu. This is useful if you have defined a large number of actions....

Folder Extension Data Structures

Folder Extensions are custom data structures that also act as folders. Folder extensions can be generated with a default set of Create, Edit, Get and Delete methods, and can also be configured with custom actions using flows.

Creating Pages for Folder Extensions

Folder extension views are portal pages that can present unique views of folder extension data. To create a new folder extension view in the Portal, navigate to a Designer Folder, Folder Behavior Actions...

Extending Entities by Adding Group Actions

Folder entity actions are actions which can be taken upon a folder entity. Custom folder entity actions are built in flows, and saved within a [MyFolderEntity] folder for the entity type, within a Designer...

Hooking Entity Events for Custom Handling of Entities

Entity Events make it possible to run a flow upon the following events occurring to an entity:     An example of an event that could occur on the saving and/or deleting of an entity is to send...

How to use Value Lists in a Flow

Rules evaluate a data input and return an outcome that is dependent on whether the input satisfies the rule's conditions. Action Rules define specific actions (or flows) that will be run in either case, as opposed to the more typical True or False outcomes that are outputted by logical rules.

Adding Actions to Folder Entities with the Flow Designer

Folder entity actions are actions which can be taken upon a folder entity. Custom folder entity actions are built in flows, and saved within a [MyFolderEntity] folder for the entity type, within a Designer ...

Restrict Entity Actions By Rules

The Action Visibility Rule feature allows administrators to remove any Entity actions using Rules. In order to accomplish this, Portal administrator creates Entity Actions And Configuration sub folder...

Extending Process Data with Flow Execution Data Extensions

Flow execution data extensions are custom data structures that can be attached to process folders for reporting, or to provide contextual data throughout the life of a process.

Creating and Using Folder Entities

OVERVIEW  Folder entities are defined data structures (think "object") which can be added to a folder via the Add>[MyFolderEntity] action. Folder entities can be created within a Designer Folder via...

About Action Visibility Rules

OVERVIEW The Action Visibility Rule filters out Actions that are created in a Configuration Folder or are by default a part of the action menu. The designer has the ability to create and hide custom and...

Entity Action Flow & End Form Session Step

Set up an Entity Action Flow with an End Form Session Step. This example shows how the End Form Session Step will navigate to a dashboard that displays information gathered from related information on...