Flow Steps Index
Assertion
An Assertion step is mainly a step a used for testing flows, and rarely finds its way into live production flows once they are complete. The success or failure of an Assertion Step will fail the flow making it useful for testing as once the Assertion step is set up the flow can be rerun until Assertion passes.
Build EDI
The Build EDI flow step is used to transform data into an EDI document. This is useful when a particular target system only accepts EDI.
Cache Write
A cache write is when data is created, updated, or deleted in a connector. Cache writes can occur in real time or on a schedule, depending on the implementation of the connector. The main goal of cache writing is to present connector data to the platform in a way that a user can interact with the cache write events in flow.
Call a Flow
Use the Call a Flow step to trigger another flow within the current flow.
Combine Delimited Files
The Combine Delimited Files step is used to combine two or more delimited files into a single delimited file. This step is commonly preceded by one or more Lookup steps to combine data, and followed by a Connector Action step to send the combined file to its destination. The output of the step is a pointer which includes the file’s ID as well as a URL for accessing it.
Conditional
If you think of steps as pieces of code, Conditional Steps are exactly what they sound like: If this, do that; Else, do this.
Connector Action
Use the Connector Action step to send data through the connector to a third-party system.
Create Delimited File
The Create Delimited File step creates a file from tabular data. This step is commonly preceded by a Lookup step or parse step to get the data, and followed by a Connector Action step to send the file to its destination. The output of the step is a pointer which includes the file’s ID as well as a URL for accessing it.
Create Text File
The Create Text File step is used to store text values. The output of the step is a pointer which includes the file’s ID as well as a URL for accessing it.
Create User Task
The Create User Task step is used to create remediation tasks when something goes wrong. This is commonly used in tandem with the Action Close Out trigger type to generate a task when an action fails.
Create Work Item
The Create Work Item step is useful for deferred processing of data. Creating a work item allows you to mark a piece of work as unresolved. This item can be fetched later to avoid needing to handle all data transfers in real time.
Email
The Email Step allows you to send an email to one or more email addresses. When using the Email Step you can send an email to more than one person, if it’s hard coded use Tab or , to delineate email addresses.
Encrypt File
The encrypt file step is used for taking a created or uploaded file and then encrypting the contents of that file. The output of this step is a file pointer of the encrypted file.
Extract Zip v2
The extract zip step is used to extract every file in a zip and then upload it to the file API. The output of this step is an array of file pointers for each file extracted from the zip.
Filter
Use the Filter step to identify a subset of data that you want to keep. The purpose of filtering is to refine the data that passes through to the next step.
For Each in a List
Use the For Each in a List step when you need to repeat a set of actions on a collection of items.
Get Work Items
The Get Work Items flow step lets you retrieve work items for processing or resolution.
Group By
Under Construction
Lookup
The Lookup step allows you to retrieve data from a connector.
Lookup Related Data Objects
Under Construction
Map JSON List or Object
The Map JSON List or Object step helps you align data between connectors.
Parse CSV List to JSON
The Parse CSV File to JSON step outputs JSON from supplied CSV data. This step is commonly preceding by a Lookup step to get a CSV file. The output of the step is a JSON representation of the CSV data.
Parse Delimited File to JSON
The Parse Delimited File to JSON step outputs JSON from supplied delimited data.
Parse Excel File to JSON
The Parse Excel File to JSON step outputs JSON from supplied Excel file. Supported file types include XLS, XLSX, XLSB, CSV.
Read a CSV File
The Read a CSV File reads the contents of a .csv file.
Relate Data Objects
The Relate Data Object flow step is used to relate two data objects between connectors.
Remove Duplicates
The Remove Duplicates step is used to remove duplicate values from a list.
Resolve Work Items
The Resolve Work Items step is used to resolve multiple work items at once, marking them as complete. This is useful to indicate that the deferred work has been processed with a certain outcome.
Stop Flow
Use the Stop Flow step to halt a flow. The Stop Flow step gives the flow author the ability to define the status of the flow and provide an output message about the status.