Introduction to Flow Steps

Last Updated: 01/07/2019 Introduced in Version:

A Flow is a graphical representation of steps that the Flow takes in order to complete the process that it was designed to execute. Each new Flow has a Start Step and an End Step to represent the beginning and endpoint of the Flows course of action.

Steps Tab

Steps can be added to the Flow designer by locating the Step and then dragging the step onto the design studio by searching the step categories or by using the search bar in the Steps Tab. The favorites category is found at the top of the Steps Tab. The favorites section is made up of the most commonly used Steps in Flow design. The Favorites Steps are customizable and steps can be added or deleted from the list at any time. Steps can be added by selecting any unconnected path in the design Studio and dropping it on an open section of the studio to open the step add a layer. The step adds layer has the full content of the toolbox as well as the ability to filter steps by the data that is present at that point in the flow.
All steps in a Flow have pathways that are connected from step to step. These pathways are called outcome paths, the outcomes paths are visual representations of data flowing from one step to another step. When a steps outcome pathway is connected to a new step, that new step can be configured to receive the outcome data. The data is retrieved from the previous step and interpreted as “Input Data”. Each Step within a Flow can be connected to another step to form the pathway of execution within the flow itself.

Properties Tab

The Steps can be configured using the property editor found in the Property Tab. The property editor shows properties for the flow itself and any selected step in the flow. The configurations set in the individual step determines the data that is being outputted from the step, (output data).

Edit Steps in the Flow designer in the properties Tab or by choosing step in the flow. Start by choosing a new step by dropping the connection pathway onto the design studio this will open the selection layer of that particular step.  The selection layer can be used to go from one connection step to another by clicking on it. The step can be edited and configured from this view of the properties on the step

Multiple Outcomes

Some Flows do not follow a linear pathway and not all flow steps have only one pathway. Steps can have multiple pathways and flows can have a unique pathway that is followed. These exceptions are all configured using steps that allow this outcome. Some of these Steps include: Branching and Merging, Go To, Catch Exception and Looping. These steps are provided to do more than follow a linear path between the start and end step in a flow.

In the flow designer look at the flow by step name, types of steps or what data is being used by what steps within the flow. View its validation issues and trigger any extra actions that are specific to this step. In addition to dragging the steps from the toolbox,


About Steps

About Flows

Creating Your First Flow

About Branching and Merging

Additional Resources