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What
is an Actionflow?An Actionare Phases?
Actionflows process data one record at a time. However, sometimes you may want to process all records up to a point, before moving onto the next process.
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Phases are useful to check all data coming out of one Actionflow before starting another Actionflow, or where one phase reads records into the Actionflow and checks them one at a time. Once all records have been checked, the Actionflow can then move to the next phase, where records are updated. Phase nodes are particularly useful if the Actionflow requires the user to make a choice as part of the Actionflow.
Creating Gateway Actions
- Click and drag a
icon in the toolbar onto the canvasInsert excerpt _action_phase _action_phase name start nopanel true - Click the
Add Phase option that appearsInsert excerpt _addIcon _addIcon nopanel true - Enter a name and optional description for the Phase, then select Create Action
- The Phase action will show on the canvas and a new phase will be added next to the Processing Phase
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Example Setup
This is an example of a
being used to initiate a separate Actionflow after a successful sync to a CRM system .Insert excerpt _action_phase _action_phase nopanel true
Worked Example
For a worked example of setting up a phase, see 1.13 Confirmation Message Configuration. The Shop Data (available from the Learning Centre) can be used following these steps.
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If you are completing this chapter as part of the Actionflow course and using a training instance, the data and screens have already been pre-loaded into the Actionflow Intermediate Application. For this example, set up a confirmation phase on the Actionflow on the Delete button on the Shop Staff screen. |