Screen Location : Configuration > Flows

Update: Flow's performance was enhanced for scenarios where several flows were monitoring the same conditions for different records. Before, this could cause the flows to take a long time to move forward in the process and get completed, but is now enhanced and the overall performance was improved.

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System administrator or super user can create a new flow in the system just by point - and - click when there is a need for more than one condition and multiple actions need to take place based on those conditions.

Go to Configuration from main menu and select Flows.

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  1. Once user lands on the Flow grid click on the New Flow button

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  1. User is taken to Flow definition page.

  2. Enter a name for your flow (required), Definition (optional) and click the Save button.

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5. Once the flow has been saved, click on the + sign on the Flow Versions section

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6. Launch an entity from the drop- down

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7. Select a data-launch event from the drop down and save.

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Based on the type of data launch event (Update) you select, you must select a value from the drop-down list for your flow to be triggered.

Adding Rule to the Flow

8. You may or may not set a rule set a criteria /condition(s) based on which a flow will be launched.

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Update : When a rule condition is specified in the flow, based on the condition field on the left side, an appropriated value field shows up on the right side of the rule condition. E,g If 'Start Date' is selected as rule condition, date picker appears on the right side of the rule condition in stead of a empty test field.

Note: Standard and Custom picklist (static and system sourced) field can be used in Rule condition for launching a flow as well as in a specific steps in the flow.

When using a picklist in rule condition you can use display value for a custom picklist(static and system sourced) in stead of picklist value Id in a Rule condition.

Define an Action for your Flow

After adding a Rule (if any) it's time to add the action to your flow.

  1. Click on

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    button. User lands on Create New Steps screen.

  2. Enter a Name for the Action and save.

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3. You will be back on 'Configure Flow page. Click on Action name you just created.

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  1. Specify rule(s) based on which, the action will be triggered(If any).

  2. Select an Action Type from 'New Action'the drop down.

  3. User lands on the Action Definition page.

  4. Enter a name for the Action Definition

  5. Specify a sequence for your action step

  6. Select the Entity which will be affected by the action type.

  7. Enter the Field that will be effected (from the Entity) by the Action Type.

Note: Field Name provided in the Action Definition needs to be the Field system name not the Caption that appears on screen.

8. Specify the Value Expression (If Any ). By typing two curly brackets '{{', you would be given some dropdown options of possible values you could use. Save your Action Step.

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9. Now Make your flow Active.

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Once your flow is active, it will trigger once the rule criteria is met.

To see all the flows created in the system, user can refer to the Configured Flows page.

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Note: Once created Flow(s) can not be deleted. Specific version of flow can be activated or deactivated.

Note: You can only have one active version of a flow at a time.

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