Create and Run a Simple Flow
Build a flow
In this section, you will build a simple flow and execute it.
You will be using the Flow Tracker data source that ships with Work-Relay.
1. Click of the Flows tab, and add a new flow
- How will this flow be triggered? Select "When record is created".
- This allows you to put conditions on a flow. Leave this out for now.
2. Assign responsibility
Click on the blue bar on the left to open the Properties windo on the right.
3. Add a step
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- Drag the Process icon on to the canvas.
- Enter the name of the Step.
4. Drag an End step on to the canvas.
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5. Connect the steps.
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Click on one of the dots and drag to a dot in another step.
6. Click Save and then Activate the flow by clicking the Yes button.

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