How do I create a new Flow?

1. Click on the first box to Select the trigger.

Click on the first box to Select the trigger.

1.1. Select the trigger from the drop down menu.

Select the trigger from the drop down menu.
  • Manual - The flow will only run if you manually trigger it.
  • Scheduled - The flow runs at a specified time.
  • Data Event - The flow will run when a certain criteria is met within the data.
  • Form Submission - The flow will run whenever a form has been submitted to the table.
  • Flow Completion - The flow will run when another flow finishes.

2. Choose a process from the Process tab or an export form the Output Tab and drag it up to the flow window. Repeat as necessary.

Choose a process and drag it up to the flow window. Repeat as necessary.

3. Name Your Flow.

4. Click the Save button on the toolbar.

Click the Save button on the toolbar.

5. Congratulations, you have created a flow!