Create Flows
  • 11 Jul 2022
  • 3 Minutes to read
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Create Flows

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A Flow, short for Workflow, is the sequence of steps involved in moving from the beginning to the end of a process. Along the way, Flows move data and engage in any combination of systems and/or people, capable of being executed by

  1. In a Designer Project, select CREATE FLOW.
  2. The Create Flow gallery will appear displaying various Flow Behavior options. Select Flow found under the Favorites or Default sections.
  3. Enter a Flow name in the text box provided. Select CREATE.

    Once the Flow has been created, selecting the Info in the side panel can provide the user with various details of the Flow, such as the name, Owner, and Flow ID.
    View HistoryViews the history of the Flow.
    NameThe provided Name for the Flow. This field can be updated, with the changes reflected in the portal after the Flow is saved.
    DescriptionA written description of the Flow.
    OwnerThe current owner of the Flow. Based on specific designer settings, the Owner can be notified if changes are made to the Flow. The Current owner can be updated using the Pick action.
    TagsTags can be added to the Flow for easier searchability in the portal.
    Behavior NameThe current Flow behavior used by the Flow
    Element AttributeProvides information on the current Designer Element this item belongs to.
    Created in VersionThe version the Flow was created in.
    Modified in VersionThe version the Flow was last updated in.
    IdThe Flow ID used for identifying the Flow in the database.
    Created On DateThe date the Flow as created on
    Modified DateThe latest date the Flow was saved and modified.
    Created ByThe account associated with creating the Flow
    Modified ByThe account that had most recently modified the Flow.

  4. At the top of the Flow Designer, select SETUP INPUT DATA.

    Input Data is data that is passed into the Flow to manipulate with Flow steps.

  5. In the Flow Input Data dialog, select DEFINE under Define Input Data, to open the [Flow Name]: Input Data window.

    The Input Data window is where data that needs to pass through the Flow can be defined. This window presents three fields that can be configured for each piece of data; Name, Type, Is List. Alternative to the Input Data window, data can also be defined in the Properties panel of the Start step.

  6. In the [Flow Name]: Input Data window, on the first line, type "First Number" in the Name field. Expand the dropdown list for Type and select Int32 [Number]. Leave the 'Is List' option unchecked.
  7. On the second line, type "Second Number" for the Name, select Int32[Number] for the Type, and leave Is List unchecked. 
  8. Select Save and then close the Input Data window.

  9. In the Toolbox panel, expand DATA > NUMBERS. Drag and drop the Add step onto the workspace. Connect the Start step to the Add step.

    The Toolbox houses thousands of Steps that manipulate and move data throughout a Flow.

  10.  With the Add step selected navigate to the Properties panel.

    The step Properties panel includes step settings, additional outcome paths, testing and simulation settings, and inputs and outputs. An input is the expected data that the step needs in order to function. Next to each input is a drop-down list that is set to Unknown by defaults. This dropdown represents the Mapping Type for an input value. An output is the information the step passes out once it has finished its process.

    In the Help Center section of the Flow when new steps are added that have not been configured yet, a red exclamation mark will appear. This is indicative of an Exception within the Flow that would need to be resolved before the Flow can function as intended.

  11. Under Inputs > Value1 select Pick. In the Pick Data For Input: value1 dialog, choose First Number. 
  12. Under Inputs > Value2 select Pick. In the Pick Data For Input: value2 dialog, choose Second Number. Alternatively, begin typing "Second Number" within the textbox to display a drop-down of all matching data available to the Flow.
  13.  Connect the outcome path from the Add step to the End step. Move the End step next to the other logic, it is best practice to keep lines within the Flow straight to have an organized view.
  14.  Select Debug in the top action bar.

    The Debugger is a tool that tests the Flow to confirm that the logic is working as expected. It will show the number of times a step was reached, the path it took, and also input and output data to see how the it is changing from step to step.

  15.  Type numbers into the First and Second Number boxes and select Start Debugging. 
  16.  In the Debugger, right-click the Add step, then select View Input/Output Data, to display the numbers that the step added as well as the result.

For further information on Flows, visit the Decisions Forum.

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