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
- Drag the Process icon on to the canvas.
- Enter the name of the Step.
4. Drag an End step on to the canvas.
5. Connect the steps.
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.
Run the flow
1. Create a new Flow Tracker record
2. Give the record a name and click the Save button.
3. Look at your Chatter feed and Link to View
4. Proceed the flow
5. The flow terminates, since there was only 1 step.
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