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Creating a New Flow Builder

The New Flow Builder page offers a robust tool to design automated workflows that streamline various business processes. With the ability to define rules, variables, and assign actions, users can create workflows tailored to specific needs and business requirements.

Sections in the Flow Builder​

General Information​

The General tab allows you to define essential details for your flow:

  • Name: Enter a unique name that identifies this flow.
  • Description: Provide a short description to summarize the purpose and functionality of the flow.
  • Menu: Choose the menu under which this flow will be accessible, ensuring proper organization within the platform.
  • Initial Workflow: Select the starting workflow. This step determines where the flow will begin within the broader workflow process.

Category Setup​

In the Category tab, you can group similar flows under custom categories:

  • Name: Define a name for the category to organize your flows.
  • Icon: Pick an icon that visually represents the category.
  • Description: Add a brief description outlining the purpose of this category.
  • Visible: Toggle to make the category visible or hidden based on your organizational preferences.

Variable Category​

The Variable Category section allows you to define categories to organize variables used within the flow:

  • Name: Enter a name to categorize variables.
  • Icon: Select an icon that represents this variable category.
  • Description: Provide a description explaining how the variables in this category will be used within the flow.
  • Visible: Toggle visibility for easy management.

Default Actions​

In this section, you can choose pre-configured actions to add to your workflow:

  • Request: Handles HTTP requests to external services.
  • Schedule: Set schedules for recurring flow executions.
  • App Functions: Trigger specific functions within the app, such as data fetching or processing.

New Actions​

The New Actions tab lets you create custom actions for advanced workflows:

  • Name: Give a name to your custom action for easy identification.
  • Icon: Choose an icon that visually identifies the action.
  • Workflow: Link this action to a specific workflow.
  • Form: Define any forms associated with the action for data collection or input.
  • Params: Specify parameters that the action will use.

Variables​

In this section, define the variables to be used within the flow:

  • Name: Enter a name for the variable.
  • Type: Specify the type of variable (e.g., string, number, boolean).
  • Value: Provide an optional default value for the variable.
  • Category: Categorize the variable for easier management and access.

Once all sections are configured, click Save to finalize your new Flow Builder and begin using it in your workflows.

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Make the most out of the New Actions and Variables tabs to create workflows that are fully customizable, allowing for complex automation that enhances your business operations.