Using Reports As Flow Steps
  • Updated on 15 Oct 2013
  • 1 minute to read
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Using Reports As Flow Steps

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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 flow go to the Flow Designer. In the Toolbox Panel select the category Integration > Reporting and drag the component based on the report to the workspace.
Example
The goal of this example is to:

  1. Create a flow.

  2. Add a report to the flow.

  3. View the data output from the report step in the debugger.

The Folder Report and Grid Form were both created for this example.
Note: In order to be able to use Report as a Step in the Flow Designer we need to check Generate Step To Run Report check-box in the Report Designer.
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To begin, navigate to a Designer Folder and click the Create Flow button.
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Name the flow and click Ok to open the Flow Designer .
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Start building the flow by adding the report.
In the Flow Designer Quick Add window, expand the category Integrations > All Integrations > Reporting > [Current Folder] > Report: Document Report and select Run Report (Folder Report 1) component, for the desired report.  Click Add to add this step to the flow.
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Next, we will connect our report to the end and click "Save", then "Debug".
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In the debugger, you can right click the 'Run Report' step and view the output data to confirm it looks as expected. Note, the step generates a new custom data type that will contain all of your outputted report data.
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You now have successfully used a report as a step in the workflow.

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