Flow Designer Wizard Overview

Last Updated: 07/19/2016 Introduced in Verision: 2.0

Flow Designer Wizard is created to ease a flow creation process. This Wizard starts up every time we create a new flow.

 

We start this overview from clicking Create Flow in the Designer Folder to create new flow.

createFlow

Next, name the Flow and click Create to proceed to the Flow Designer.

nameFlow

Flow Designer opens with Flow Designer Wizard on its workspace.

flowDesignerOpens

Mention, that it connects flow’s start step and offers us to pick next flow step that will be connected to our start step. There are several options for us to find the desirable step. First option is to Browse through the categories by expanding them. When we reach the step that we need we simply click it and click Add button to add this step to our flow.

browsingOption

 

This browsing is done the same way that we browse through ToolBox categories. The only difference is that we don’t have to drag the step to the workspace and provide it with a connection from the previous step.

browsingToolbox

Also, there is a second option to locate desirable step from the Wizard. It has a Search bar where we can type the name of our step, click Enter on the keyboard, and it will find all steps that match our request.

searchOptionWiz

Again, this works just like a search bar in the ToolBox.

searchToolBox

Mention that there is a new category in the Wizard that is not available from the ToolBox. When we expand Steps From Data category in the Wizard we can see all the data fields that are available in the flow. In this example Send Email Form had several text fields like: To, From, Subject, and Message. We expand From data field from Steps From Data category. Now Wizard offers us some steps that we can pick. These steps are collected by the Wizard basing on the DataType of the data field we just expanded. Because From field is of type String we are offered numbers of steps related to operations with text or string we can pick from.

usingStepsFromData

Next, Wizard provides us with two options for Integrations. When we expand Integrations category we can see two sub categories: My Integrations and All Integrations.

integrationOptions

Under My Integrations we find all the steps to integrate with our Databases and Services.

myIntegrationsOptions

Under All Integrations we can browse through all integrations like we would do it in the Integrations category in the ToolBox.

allIntegrationsOptions

Also under Integrations > All Integrations > Internal Services > Modules we can find all steps that are available for us to work with modules.

modules

Finally, mention that there is one more new category in the Wizard. If we expand Steps In This Flow category we will see all steps that we used in the flow. We can select any step and wizard will provide the connection from current step to the step we selected. This is handy when our flow grows and has a large number of steps.

stepsInThisFlow

Additional Resources