Adding a new process flow

Introduction

When you add a process flow, you're given a new, blank canvas to start building your data flow using automated shapes.

A process flow can be as simple or as complex as you need, and you can add as many as you like - maybe one flow will fulfil all of your requirements, or maybe you'll need several to achieve different things.

The steps

To add a new process flow, follow the steps below.

Step 1 Log in to the Patchworks dashboard, then select process flows > process flows to access the manage process flows page.

Step 2 Click the create new flow button:

Step 3 Enter a name for this flow, then click the next step button.

It's advisable to use a name that reflects the aim of this process flow. Names must be three characters or more.

Step 4 Version 1 of the new process flow is created and displayed on the process flow canvas - for example:

Show me

This is a draft version which you can use to build your data flow using automated shapes. Once you're satisfied that your process flow is working as required, you can deploy it for use. For more information about this process please see our Process flow versioning page.

All process flows must begin with a trigger - what event is going to trigger this flow to run? For this reason, all new process flows are created with a trigger shape already in place. You should edit this shape to apply your required settings (for example, to set a schedule).