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Flows How To's

How to's for the Flows guide.

Creating a New Flow​

To create a new flow:

  1. Go to Solution Explorer.
  2. Right-click on the Flows folder.
  3. Select New Item.
  4. Choose Flow from the dialog.
  5. Enter a name such as MyExpenseFlow and click Create.

This action creates a new .flow file and opens it in the Flow Designer.

Setting Group Approval with One User Only​

  1. Add a Position Group object to your flow.
  2. Open its Events tab and find the Approve event.
  3. Click Condition and select Number.
  4. Set the Condition Value to 1.

This allows the flow to proceed when a single group member approves, rather than waiting for all.

Sending an Info Message to Flow Starter​

  1. Drag and drop an Information object onto the flow canvas.
  2. From the Group Content property, add Flow Starter.
  3. Connect this node after a Reject or End event.

This ensures the flow starter receives a notification when the process is completed, rejected, or revised.

Configure Conditional Routing with Comparison Object​

  1. Drag a Comparison object from the Toolbox to the canvas.
  2. Set the Source Object to a numeric variable (e.g., TotalExpenseAmount).
  3. In the Results popup, click Add and define:
    • Comparison Type: LessThanOrEqual
    • Constant Value: 2000
  4. Connect the true path to one position (e.g., HR Group).
  5. Connect the false path to another (e.g., Department Manager).

This structure enables flows to diverge based on expense total value.

Adding a Revision Event to a Position​

  1. Select the Position object in your flow.
  2. Open the Events tab from the Property Inspector.
  3. Click Add Event and select Revision.
  4. Enable the Reason checkbox to make a reason mandatory.
  5. Fill in Reason Title (e.g., "Revision Reason").

This allows approvers to send the document back for correction with a stated reason.

Adding an Approval Position to a Flow​

  1. Open the flow file in the Flow Designer.
  2. From the Toolbox, drag the Position object onto the canvas.
  3. Configure the Target Object as Position1.
  4. Set Source Type to Flow Starter's Manager.
  5. Link this position to the previous node with a connector.

This setup routes the document to the user’s manager for approval.