How to create a flow?

Creating a flow is the first step towards building your automation process. Follow these simple steps to create a new flow using our intuitive Flow Editor:

1. Access the Flow Editor:

   Start by accessing the Flow Editor. You can do this by clicking on the "Editor" option in the Side Navigation panel or by navigating to the Workflow section and selecting "Create a New Flow".

   

2. Save the Flow:

   Upon accessing the Flow Editor, you'll be prompted with a New Flow dialog. Provide a name and optionally a description for your flow. Click "Save" to proceed. You'll then be directed to the flow editor interface in a new tab.

   

3. Add Components:

   Begin building your workflow by adding components. Click the '+' icon to add a component, search for the desired component by name, or navigate through the components menu in the side panel.

   

   Components library

4. Add Connectors:

   Connectors facilitate the flow of data between components. Similarly, add connectors by clicking the '+' icon, search for the desired connector from the available connectors, or navigating through the connectors menu in the side panel.

   

   Connectors library

   You can build your own custom services for services that don't have a pre-built CX Fabric connector, learn how to register them in the Register Connector section.

5. Configure Components:

   Click on each node in your workflow to access its components panel. Here, you can configure settings and parameters to define the behavior of each step.

   

6. Access Context: Accessing context within the Flow Editor allows you to manage and use data throughout your workflow. Use context variables to dynamically adjust settings or behavior based on real-time data.

7. Execute the Flow:

   Once configuration is complete, execute the flow to test its functionality. Click the execute button in the command bar to run the flow.

   

8. View Workflow Logs: Monitor the success and failure of your workflows and steps by accessing the "Logs" button in the command bar to view workflow logs.

   

9. Schedule the Flow:

   If needed, schedule the flow to automate recurring tasks. Access the flow properties panel and click "Schedule" to define a schedule for your flow.

   

10. Manage Users:

    Control access to your workflow by managing user permissions through the "Manage Users" button in the command bar. Adjust user access levels as required.