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Creating a New Flow Builder

The New Flow Builder page provides a powerful tool for creating automated workflows that handle various tasks. You can define rules, set up variables, and assign actions, ensuring the workflow aligns with specific business requirements.

Sections in the Flow Builder​

General Information​

The General tab is where you define the basic details of the flow.

  • Name: Enter a unique name that identifies the flow.
  • Description: Provide a description summarizing the flow's purpose.
  • Menu: Select the appropriate menu where the flow will be accessible.
  • Initial Workflow: Choose the starting workflow, determining where the flow begins.

Category Setup​

In the Category tab, define the categories to group similar flows.

  • Name: Enter a name for the category.
  • Icon: Select an icon representing the category.
  • Description: Briefly describe the category's purpose.
  • Visible: Toggle to make the category visible or hidden.

Variable Category​

In this section, define categories for organizing variables used in the flow.

  • Name: Enter the variable category name.
  • Icon: Choose an icon to represent the category.
  • Description: Describe how variables in this category will be used.
  • Visible: Toggle visibility.

Default Actions​

Here, users can select pre-configured actions to add to their flow.

  • Request: Handles HTTP requests.
  • Schedule: Set up schedules for running flows at specific intervals.
  • App Functions: Trigger app-specific functions.

New Actions​

Create custom actions in the New Actions tab.

  • Name: Name your custom action.
  • Icon: Select an icon for visual identification.
  • Workflow: Link the action to a specific workflow.
  • Form: Define forms linked to the action.
  • Params: Specify parameters used by the action.

Variables​

Define variables used within the flow.

  • Name: Define the variable name.
  • Type: Set the variable type (e.g., string, number).
  • Value: Optionally, provide a default value.
  • Category: Categorize the variable for easy access.

After configuring the flow, click Save to finalize your new Flow Builder.

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Use the New Actions and Variables tabs to create fully customizable workflows that automate your business processes efficiently.