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What are 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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s allow this to happen by acting as an internal break in the Actionflow. 

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, such as confirmation messages.

  Creating Gateway Actions

 

Creating Phases

  1. Click and drag a 
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     icon in the toolbar onto the canvas
  2. Click the
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     Add Phase option that appears
    1. Enter a name and optional description for the Phase, then select Create Action
  3. The Phase action will show on the canvas and a new phase will be added next to the Processing Phase 
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Phase Node

Example Setup

This is an example of a

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 being used to initiate a separate Actionflow after a successful sync to a CRM system .

Worked Example

For a A worked example of setting up a phase , see can be found below, this example is taken from 1.13 Confirmation Message Configuration. The Shop  and uses the School Data (available from the Learning Centre), but this example can be used following these stepsalso be followed using the Shop Data (available from the Learning Centre).

Tip

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 on the Actionflow Intermediate Application. For this example, set  set up a confirmation phase on the Actionflow on the Delete button on the Shop Staff screen.

1.02 Actionflow Principles

Replace any references in the below example to the Course Management screen with the Shop Staff screen.

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