Flows are a powerful feature in Triform, allowing you to create complex sequences of Modules that work together to process data and perform tasks. This section will walk you through the process of creating and managing Flows.
Understanding Flows
A Flow in Triform is a sequence of Modules linked together to create a cohesive process. Each Flow starts with an incoming request and ends with a final response, with various Modules performing tasks in between.
Creating a Flow
Building a Flow involves selecting and configuring Modules to work together in a sequence.
Steps to Create a Flow:
Initiating Flow Creation:
Click on ‘Flows’ in the left-hand menu from the dashboard.
Select ‘Create Flow’ at the top of the Flows page.
Using the Flow Editor:
You will be directed to the Flow Editor, built with React Flow, for a visual flow creation experience.
The editor shows an ‘Incoming’ point and a ‘Response’ endpoint by default.
Adding Modules to the Flow:
Use the ‘Insert Module’ option to add Modules to your Flow.
Drag from the ‘Incoming’ point or any module’s output to another module’s input to create a sequence.
Configuring Your Flow
Customize each module within your Flow to suit your specific needs.
Configuring Modules in a Flow:
Click on a Module within the Flow to view and edit its settings.
Define how each module interacts with others, setting up the input and output relationships.
Testing and Publishing Flows
Before making your Flow live, testing it is crucial to ensure everything works as intended.
How to Test Your Flow:
Use the ‘Test Flow’ option in the Flow Editor to input test data and observe the output.
Debug and refine your Flow based on the test results.
Publishing Your Flow:
Once you’re satisfied with your Flow, use the ‘Publish Flow’ option to make it available for use.
Published Flows can be accessed and triggered via their API endpoints.
Best Practices for Flow Design
Plan your Flow logically to ensure smooth data transition between Modules.
Regularly update and test your Flows to adapt to new requirements or changes in Modules.
Document your Flow design for easier understanding and future modifications.
In this section, we’ve outlined how to create and manage Flows in Triform. By leveraging Flows, you can automate complex tasks and streamline your processes effectively.