Steps


About Steps

Overview Steps are the discrete points of action within a Flow. They are graphical representations of code; each Step does something to contribute to the goal. In Decisions, there is a ready-made library...

Create Excel Data from Object Data

Data objects can be exported to CSV format within a flow by using the Custom Merge [NVelocity] and Create Text File components. Part 1 of this example will first show how to create data for an Excel...

Branch ForEach Step: Avoid Unexpected Validation Warnings

When using a Branch For Each Step, a common error can be avoided which occurs only when Forms are added into the flow following the Branch ForEach Step. If you run into a validation warning for this...

Script Form Step For External Forms

A Script Form Step was designed for doing additional work with javascript before processing an External Form. This tutorial shows a simple example of how to configure and use the Script Form step in a flow. Simple...

Batch Insert Step

When an object is created in Decisions whether it is a Case Entity,  Database Structure, Defined Data Structure, Entity, Entity Extension, Flow Data Extension or Folder Extension a Batch Insert Step takes...

Using the End Form Session Step to navigate

Flows can be used to control portal navigation. This example will show how to navigate to a specific folder/page using a flow.   Example Before creating a flow, you need to know the id of the folder...

Reset For Each Step

This tutorial demonstrates how to use Reset For Each Step in Decisions. This step resets a for each's loop iteration. This is important in cases when Workflow process has to be designed to quit looping...

Running Steps Asynchronously with the Go Async Component

The Go Async component allows subsequent flow steps to be run asynchronously, returning control immediately to the flow's calling entity (such as a parent flow, user or process). In other words, any steps...

Processing Lists of Items with the Branching ForEach Step

The Branching ForEach Step component iterates through every item in a collection, passing them to one or more next steps. It is similar to a non-branching ForEach Step component, with two major differences....

Processing Lists of Items using ForEach Step

The For Each Step passes individual items from a collection to a flow loop. The flow loop will then perform the same actions on each item. When every item has been processed, the loop forwards the...

Pausing a Flow's Progression with the Pause Flow Component

The Pause Flow component delays processing the next step of a flow until a specific date and time, or until a time duration has elapsed.

Jumping Position in a Flow with the GoTo Step

Overview The Go To Step component jumps the current position of a flow to a step elsewhere in the flow. It can be found in the Flow Designer, in the Toolbox panel, under Flow Management. To configure...

Using Reports As Flow Steps

Once a report is created and saved, it will be available to use in a flow.  For example, the user could create a flow that runs a report and displays the report data on a form. To add a report to a...

Wait On External System

This tutorial demonstrates how to use Wait On External System step in Decisions. This step is an Assigned Form for the External System (Service, External Database etc.). This step monitors External System,...

Rule Collection Filter Step

This tutorial demonstrates how to use Rule Collection Filter Step. This step designer is able to create a custom Rule to filter collection of any type in Decisions. Example In this example we are going...

Xpath Query

XPath uses path expressions to select nodes or node-sets in an XML document. The node is selected by following a path or steps. This tutorial demonstrates how to use XPath Query step in Decisions to be...

Raw SQL Step

This tutorial demonstrates how to use Raw SQL Step in Decisions. This step requires the designer to be able to write and understand SQL queries. Raw SQL Step is an advanced step. It can be used in places...

Search And Replace Regex

This tutorial demonstrates how to use Regex Replace Step in Decisions. The Regex Replace step is intended to look up text input by a regular expression pattern and replace text that matches the pattern. Example: We...

Flow Parameters

This tutorial demonstrates how to use Create Flow Parameters step in the Workflow in Decisions 4.0. This step behaves similarly to Create Data step, but data (parameters) created within this step could...

Get Page Variable

This tutorial demonstrates how to use Get Page Variable Step located in Page Context category in the Tool Box. With this step we can get some Page parameters to the Flow based on the context of the Page...

Getting File Data From a Document

This tutorial demonstrates how to get data from the Document entity in Decisions. Example: In this example we are going to get data from the Document and display it on the Form. First, we need to get...

Run Flow For List Step

This tutorial demonstrates how to use the Run Flow For List step. This step works in a similar manner to the For Each step. The main difference with this step is that it is able to create a Flow to...

Leased Entities

This tutorial demonstrates how to create and use Leased Entities in Decisions. Leased Entity is a simple Database Structure (User Defined) that can be used instead of regular Database Structure (User Defined)...

Using Collection Sort Step

This tutorial demonstrates how to configure and use Collection Sort Step. This step can be found under All Steps [Catalog] > Data > List category in the Flow Designer. This step can implement the...

Avoid Unexpected Results With Branch For Each Step

This tutorial demonstrates how to avoid unexpected results while using Branch For Each step. Example: In this example we are going to demonstrate unexpected results that may occur using Branch For Each...

Using the Mapping Step

The Mapping step lets you map data from one object into another object. For example, if a flow has empty objects and you want to populate attributes of those objects, the Mapping step could meet this...

Evaluate Dynamic Expression

Overview Expression Steps are designed to evaluate calculations in one step. This step can be found under All Steps [Catalog] > Data > Numbers > Evaluate Dynamic Expression. The Evaluate...

Evaluate Expression

Expression Steps are designed to evaluate calculations in one step within a Flow. These Steps can be found under Data > Numbers Category in the ToolBox in the Flow Designer. Example In this Example...

Checking if an Object is Null

The Object Is Null component checks whether a given input is "null," or non-existent. Based on its determination, the component returns a "True" outcome if the input is null, or a "False" outcome if the...

Using the Create Data Step

The Create Data component can be used to create or copy data objects (or lists of objects). These objects can be used elsewhere in the flow. For example, select the Create Data component. Using the Mapping...

Retrieving Entities with the Fetch Entities Flow Step

The Fetch Entities step is a flow step that allows for fetching of any entity within the system, such as folders, native data types, stored database types, and custom data types. The Fetch Entities step...

Using Random Rule and Sampling Rule Steps

The Random Rule and Sampling Rule components provide a way to test for probability with in a flow. Within certain boundaries both components will randomly return one of two outcomes "True" or "False."...