Configure Flows

Updated on 19 Aug 2024
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The way a Flow behaves is based upon the defined Properties found in the Flow Designer Properties tab.

Default

Existing Flow Input Data is displayed in this section; Input Data may also be added here.

Advanced

Advanced Setting				Description
Colors				Customize the colors used in the Flow Designer for this specific Flow.
	Designer Background			Changes the color of the workspace.
	Links Color			Changes the color of the lines connecting steps.
	Node Labels			Changes the font styling of steps.
	Link Labels			Changes the font styling of labels of the lines connecting steps.
Shape Defaults				Changes the behavior of the lines connecting steps.
	Link Line Type			Line Style - how the lines that connect Steps within the Flow look.
		Default		Cornered style.
		Direct		Makes lines sharper and more direct.
		Cornered		Curved corner effect on lines.
			Jump Lines	Applies a hill effect on lines that cross each other.
			Avoid Nodes	Determines if paths in a Flow will route around Flow steps
Statistics
	Capture Statistics			Turns on Statistics
		Category Name		Category Name for Statistics
		Sub Category Name		Sub Category Name for Statistics
Swimlanes
	Swimlane Type			Applies Swimlanes to the workspace in a horizontal or vertical layout.

Service Settings

Configure the Integration Type to be API Service, User Interface, Webhook, or None. Once a Type is picked, further configuration options become available along with a VIEW button to supply additional settings, display information for calls and expected outputs, and test the integration.

Settings

In the Flow Designer, navigate to the Properties tab.
Expand the Settings panel.

Setting Name			Description
Behavior Type			The Behavior Type drop-down list allows setting the desired Flow Behavior.
Recursion Policy
	Use Top Flow Settings		Uses the Parent Flow's Recursion Policy settings.
	Use This Flows Settings		Uses the current Flow's Recursion Policy settings.
	Off		Turns off Recursion Policy settings.
Stop Recursion At			The default Stop Recursion At setting is 20000, preventing a Flow from an infinite loop and overflow memory. This number should be increased if intending to process more than 20000 records.
Allow Flow Start Recursion			Allows Starts of the Flow to ignore recursion limit.
File Storage Association Policy			Determines how a file is stored in a Flow.
	Always		Files will associate with the Flow and move to the Flow Data directory.
	Never		Files in the Flow will not move to the Flow Data directory and will only remain in the temp directory.
Storage Policy			Storage Policy sets the way Flow Data will be stored in the database if the Flow is abandoned.
	Automatic		Flow Designer chooses between Journal and Snapshot.
	Journal		Heavier processing but lighter on storage space in the database.
	Snapshot		Lighter on processing but heavier on storage space in the database.
Clear Policy On Exception			When a Flow ends on an Exception, by default, it does not clear the Flow Data that may have been saved in the database. Override this via the Clear Policy On Exception setting.
	Use Default		Uses the default set in System > Settings > Designer Studio Settings > Flow Designer.
	Yes		Clears Policy on Exception.
	No		Prevents Policy from clearing on Exception.
Rollback Enabled			Sets Rollback for Flow data based on the Clear Policy On Exception setting.
Keep Active Time Span			This setting determines how long a Flow remains in the 'running state' if it is stalled on a Sync step. Once it is no longer active, the Flow becomes abandoned.
Abandoned Storage Policy			Defines if Flow data should be Saved or Discarded if a Flow is abandoned.
Store Step Statistics			This setting defines if Step data should be stored in the database.
	Sampling		Stores no more than ten records of Step data.
	Always		Stores the Step data in the database.
	Never		Step Statistics are not stored.
Enabled			These settings are for configuring specific Enablement options for the Flow.
	Enabled		By default, Flows are initially enabled.
	Use Enabled Rules		Enables the Flow based on the evaluation of the Enabled Rule (must be configured).
	Begin Date		Select a Start date for the Flow to be enabled.
	End Date		Select an End date for the Flow to be disabled.
Flow Execution Messages			These settings are for configuring specific Start and End behaviors for the Flow.
	Flow Started UI Behavior
		Default	Uses default Flow behavior.
		Expect Form	Acts as if a Form is expected.
		Show Message	Shows a Message in the Studio.
		Show Notification	Shows a Notification in the Studio.
		Run Silently	Runs without a Notification.
	Flow Started UI Delay		Used to configure the duration before the Flow Started behavior happens.
	Flow Started UI Message		A customizable message appears after the Flow starts (after the specified Delay).
	Flow Ended UI Behavior		The behavior that should be used when the Flow has ended.
	Flow Ended UI Message		A customizable message appears when the Flow has ended.
Triggers			Triggers are used with the Flow Step Trigger behavior that is available in the Behavior Type drop-down list.
	Before Trigger Type		Configures whether the before Trigger uses a Store or Run Flow function.
	After Trigger Type		Configures whether the after Trigger uses a Store or Run Flow function.
	Error Trigger Type		Configures whether the errorTrigger uses a Store or Run Flow function.

For further information on Flows, visit the Decisions Forum.

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Using the Mapping Editor

Table of contents

Default
Advanced
Service Settings 
Settings