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Flow Manager

The Flow Manager panel helps list and manage workflows created within a specific project or flow. It also offers version upgrade and advanced filtering capabilities. The Flow Manager is a powerful tool that allows you to view and manage flow instances initiated within a specific project. Its main functions include:

  • Viewing active or completed process records
  • Upgrading the package version of an existing process
  • Filtering records based on multiple criteria
  • Searching by the user who started the flow It is ideal for advanced users, developers, or administrators managing multiple workflows in Synergy IDE.

Main Table View​

When you open the Flow Manager, you will see a table listing all ongoing or created processes under the selected project.

Main Table View

Displayed Columns:

  • ID: Process ID
  • Project: The project to which the flow belongs
  • Description: Flow status
  • Start / End Date
  • Flow: Name of the flow definition
  • Package Version: Current version of the flow package
    You can use the Refresh and Filter buttons above the table to update data or apply filters.

Version Upgrade​

You can upgrade a process instance to a newer version of the flow design by clicking the version upgrade button in the relevant row.

Version Upgrade Window

Warning:
Upgrading to a new version may cause issues if it is incompatible with the current structure of the process.

Advanced Filtering​

Click the Filter button to open the filtering panel.

Filtering Panel

You can filter records based on the following fields:

  • Process ID
  • Projects
  • Flows
  • Status
  • Created After / Before (calendar supported)
  • Include Deleted
  • Flow Starter (search by user)
  • Has Error

Status Filtering​

You can filter processes based on their current status:

Available options:

  • Started
  • Completed
  • Approved
  • Rejected

Filtering by Flow Starter​

You can also filter records by the user who initiated the flow: This is useful in large projects to trace who started which process.

Flow Starter Picker

After Filtering​

Once filters are applied, the results are displayed in the main table. Click the Clear button to reset all filters.

Summary​

The Flow Manager panel gives users full visibility and control over flow instances. It allows tracking, version upgrading, and in-depth analysis. Use filtering tools to find specific records easily and perform version upgrades only when necessary.

FAQs​

How To's​