Add a Flow

A flow moves data. To create a flow, you need to define the trigger, the steps required to launch actions and move data, the flow configuration, and the data going into the flow. For more information about flow requirements, see Flow Components.

Before you start designing your flow, think about what you want to accomplish with it and what kind of data you will be handling. Review these Best Practices for Flow Design. Once you have a good idea of what your flow needs to do, then you can start assembling the components.

1. 1. In your workspace, select Flows from the menu on the left.

   2. Select Add Flow.

   3. Choose one of the following options for adding a flow:

      • Create New: Enter a name for the flow.

      • Add Existing: Search for the name of the existing flow in the search bar and select from the results.

   4. Select Add.

   5. You can select Settings to adjust the flow settings. From this Flow Settings window, you can edit the following:

      • Name: Change the flow name.

      • Description: Add a brief description of the flow.

      • Contains Sensitive Data: This option is on by default. The flow visualization section of the flow’s run details will be unavailable to those without the correct permissions to protect sensitive data, such as an employee’s personal information.

      • Is Remediation: This option is off by default. If needed, program the flow to remediate failures by toggling this option on.

      • Callable from Flow: This option is off by default. Set the flow type to callable (only if the flow has an On Demand trigger type) if you want other flows to be able to call this flow.

      • Private: This option is on by default. If you want the flow to be public, toggle this option off to set the flow as public.

      • Is Active: This option is on by default. Toggle this option off to set the flow as inactive. You may want to do this for flow testing purposes.
        Note: Flows with an On Demand trigger that don’t have schedules set cannot be inactive.

      • Archive: Select this option to remove the flow from the list on the Flows page. Archiving a flow also sets it to an inactive status.
        To see archived flows, on the Flows page, select the Include Archived checkbox.

   6. When finished editing, select Save.

Note: One of the requirements for a flow to run is that the Is Active setting must be toggled on.

Next, you can Add Flow Steps or Add a Trigger to continue setting up your flow. 

<< Return to Create a Flow  |  Add a Trigger >>