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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.
Within a Project, you can have 20 Flows, including:
- Main Flows (with a trigger event)
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
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 Configure icon and amend or add actions.
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 Configuration button
- Select Edit
- Confirm the action
- Amend the flow
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