Documentation and SupportV6 User Manual The Flow ToolHow do I Create a Flow that is triggered on a Data Event? (Ex:When a row is added.)

How do I Create a Flow that is triggered on a Data Event? (Ex:When a row is added.)

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

Click on the first box to Select the trigger.

2. From the drop down choose Data Event.

From the drop down choose Data Event.

3. Choose which event will trigger the flow.

Choose which event will trigger the flow
  • On Inserted Record(s) - This will trigger the flow when new records are added.
  • On Updated Record(s) - This will trigger the flow when records are updated.
  • On Deleted Record(s) Pre - This will trigger the flow before records are deleted.
  • On Deleted Record(s) Post - This will trigger the flow after records have been deleted.

4. Choose a process 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.

5. Name Your Flow.

Name Your Flow.

6. Click the Save button on the toolbar.

Click the Save button on the toolbar.

7. Congratulations, you have created a flow triggered by a Data Event!