Building process flows

Introduction

Process flows are built by dragging and dropping shapes onto a canvas, and then configuring those shapes to work in the way you need to exchange data between connector instances.

Process flows are extremely flexible. You can build something very simple to sync data between two instances with standard field mappings - or build more complex flows, perhaps using custom scripts and/or routing data to different paths based on given conditions.

Prerequisites for building a process flow

Before you start building a process flow, make sure that you've installed a connector and added your required instances for any third-party applications that you want to use.

In this section

• Approaching your first process flow

• Techniques for building process flows

• Best practice for building process flows

• Process flow versioning

• Adding a new process flow

• The process flow canvas

• Process flow shapes

• Shape notes

• Dynamic variables