Manage Programmable Flow

Updated at March 17th, 2024

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Table of Contents

Overview Configuration Notes: Create a new Flow Other actions 1. Leave as Draft 2. Test the created Flow 3. Deploy the created Flow 4. Edit the created Flow 5. Rename the created Flow 6. Delete the created Flow 7. Restore a deleted flow 8. Export flow 9. Import flow

Overview

After you create a Project, the next step is to create a new Flow for your account.
Technically, the Flow is a set of actions that are triggered by an event and performed sequentially.
Therefore, to create a flow, you need to specify an event and the actions that follow it.

Each flow has exactly one event - that initiates the flow, usually carrying some initial data.
A flow can have an unlimited amount of actions - what needs to be done at each step.

Configuration

Notes:

Within a Project, you can have 20 Flows, including:

Main Flows (with a trigger event)
Subroutines

A Flow that has both Draft and Active versions is also counted as 1.

Create a new Flow

In order to create a Flow, please follow the steps below:

Go to the Developer Hub, choose the created Project
Select the Programmable Flow tab
Click the Create Flow button
Edit the Flow Name (optional)
Choose an Event
Configure Actions for your flow

Other actions

Once finished, you can choose one of the following options:

1. Leave as Draft

No action is needed to perform, the system already saves the created Flow as Draft.

2. Test the created Flow

To test the created Flow, click the Test button.

3. Deploy the created Flow

To deploy the created Flow, click the Deploy button.

4. Edit the created Flow

The Programmable Flow follows the Maker-Checker process. It means with every change made in the flow must be activated; otherwise, the changes are just saved as Drafts by the system.

When you want to edit a flow, there will be 2 scenarios:

1. The edited flow is INACTIVE

Because it has not been activated yet, then you can safely proceed to edit the flow.
In order to edit a Draft (Inactive) Flow, click the View icon.
The flow will open. Click on Edit and amend or add actions.

Below is the user-interface of a draft flow.

View Active (if the flow has been deployed previously)
Test
Overview
Deploy
3-ellipsis icon:
Export
- Remove all user inputs
- Keeps all user inputs
Version History
Delete

2. The edited flow is ACTIVE

To ensure the integrity of ongoing executions of the currently active version of the flow, the Flow app will clone it to a separate flow and allow the user to edit that while leaving the original flow intact.

The new flow will have the status DRAFTING. When ready, the user will be able to deploy this version, making it ACTIVE, and the previous version will be marked as ARCHIVED.
Any executions on the ARCHIVED version will continue and finish as normal.
Future executions will be on the ACTIVE one.

In order to edit an Active Flow, please follow the steps below:

Choose a particular Flow that you want to edit, click on the View icon
Select Edit
Confirm the action
Amend the flow
Deploy

Below is the user-interface of an active flow.

Logs
Overview
Edit
3-ellipsis icon:
Export
- Remove all user inputs
- Keeps all user inputs
Version History
Delete

5. Rename the created Flow

To rename the created Flow, click the Pencil icon.

6. Delete the created Flow

If a flow has both active and draft version:

If a flow has either an active or a draft version:

7. Restore a deleted flow

When a user restores a deleted flow, all active versions of the flow are restored.

8. Export flow

To export an existing flow, click on > Actions > Export flows

9. Import flow

New flows can be imported by clicking on > Actions > Import flows

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