What are Exclusion Groups?

Exclusion Groups are used to group Actionflows and limit their ability to run at the same time.

Where multiple Actionflows have the same exclusion group, only one Actionflow will be able to run at any one time. Attempting to run a second Actionflow, with the same exclusion group, will return a warning message and the Actionflow will not run. This applies whether the Actionflow is run manually or automatically using a schedule.

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Exclusion groups are evaluated before any Actionflows are started. When an Actionflow with an exclusion group is triggered, if no other Actionflow with the same exclusion group is already running then the Actionflow will continue. The action will be considered to be using this exclusion group from this point until the Actionflow has completed.

Setting Exclusion Groups

Why Use Authentication?

Authentication is a way to verify that only permitted calls to an API are allowed.

How To Enable Authentication on an API Endpoint

1. Open a 

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    in PhixFlow from the 

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    homepage
2. On the toolbar, click 

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3. Disable 

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    Allow Anonymous Connection 
   1. This will then only allow authenticated calls to the API

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    the changes

How To Create Authentication Users

Create New User (Optional)

Create a dedicated API user with limited privileges if you want the API to show as being run by this user in the System Console. 

1. In the 

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   , expand the 

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    section 
2. Click 

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    to create a new user who will be able to run the API
   1. Enabled: 

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       the user

Create New Role

1. In the

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   , expand the application with the Incoming API
2. Expand

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    and create an New Role by clicking 

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   1. Pin the tab as we will need it to remain open
   2. Provide a useful Name, e.g. GenerateToken

Add Privileges to New Role 

1. In the Privileges section, click 

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2. Search for and drag across the following privileges in the Full Repository:
   • Use API Key
   • Run Actions
3. Drag each privilege across from the Full Repository into the Privileges section of the Role 

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    the changes

Create and Assign API User Group to Role

1. In the 

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    section, click 

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   1. Add a new Group for your Role
      1. Give it a useful Name e.g. API Users
      2. Add any users you require to be able to run the API
         1. This could be a dedicated API user with limited privileges, such as the one created in the section, Create New User, above
            1. For more on creating users, see Managing User Accounts
      3. Click 

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          and close the tab
   2. Now drag the new user group into the 

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       section of the new role

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       the changes
2. The setup should look similar to:
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Assign Application Access User Group to New User (Optional)

1. If you created a new user, in the 

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   , expand the

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    section
2. Double click on the new user
3. In the User Groups section, click the 

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    icon to display the available User Groups in the Full Repository
4. Search for the name of your application in the search box
   1. Two User Groups will display - drag across the one that doesn't contain _Admin into the User Group section of your user

How To Generate Authentication Tokens

1. The Incoming API will run as a specified user, this means that when it is called the audit trail will show the specified user as having performed the Incoming API Actionflow
2. You do not need to login as this user, however, if you were already logged in as this user, you will need to logout and login again to pick up the user group change 
3. In the 

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   , scroll down to the Full Repository section and expand it
4. Expand the

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    section
5. Double click on the user who will run the Incoming API
6. Click the 3-dot more menu in the top right of the user properties
7. Click Generate API Key
8. Copy the value displayed and store it somewhere safe

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How To Send Authorisation

When calling the API, the authorisation token must be passed in as a header called: Authorization.

1. On the 

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    action, open the 

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2. Under Basic Settings, populate the Exclusion Group field with any text to indicate the group
   1. This field is case insensitive and can take any free text
3. Repeat this with other Actionflows to add them to the same Exclusion GroupIn the Secret Key Details section, click 

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   1. Give the secret key a name, e.g. MyAPIKey
   2. Toggle on Enabled

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       the secret key
   4. Next to Secret, click 

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   5. Paste in the API Key you copied above - see above section, How To Generate Authentication Tokens

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       the Local Secret and Secret Key
4. In the Headers section on the

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    action, click 

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   1. Name: Authorization
   2. Expression: ${_datasource.MyAPIKey}
      1. Where MyAPIKey is the name of the Secret Key you set above

Worked Example

Here's a worked example using the Company Data (available from the Learning Centre).

In this example, we are using:  

• A Company Orders screen containing two grids of the Orders and OrderLines data - this Call API screen containing a fixed drop down list of industries, a string fields for the API Status and a multi-line string field for the Results - this screen was created using the Multi-tile  Tile with Buttons template

Stop Multiple Processes Running While Performing Data Import

Add Authentication to API Calling Actionflow

In this example, we'll add authentication to the Actionflow that calls an API. 

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Prerequisites

For this example, we'll create modify an Actionflow to import the AdditionalCompanies_Processed data and add the Status of New to each company on that table before adding it to the Companies table. We'll add this Actionflow to an Exclusion Group with other Actionflows on the same screen so that other processes cannot be triggered while the import is taking place.

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Actionflow Setup

API End Point Actionflow containing company data to only allow authenticated calls and we'll add secret key details to an Actionflow that calls the API.

The two Actionflows that will be modified were created in Setting up an API Endpoint If you have not completed this chapter, expand the section below and follow the steps to create the Actionflows.

Enable Authentication on API End Point Actionflow

1. Open the

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    API Company Data 
2. On the toolbar click 

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3. In the API section, disable 

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   action

   toggle_

   calculate

   off _

   action

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    action to the canvas and connect  Allow Anonymous Connection 
   1. This will then only allow authenticated calls to the API

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    the changes

Create Authentication User

1. In the 

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   , expand the 

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   input

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    node to it
2. On the Calculate action, add the following Output Attribute that will be used to update the Status of all imported companies:
   1. Name: Status
      1. Type: String
      2. Expression: "New"
3. On the Calculate action, add another Output Attribute that will be used to add a 20 second delay into the Actionflow, this will simulate a large data import and allow time to trigger the Actionflow twice:
   1. Name: Delay
   2. Type: Integer
   3. Expression: sleep(20)
      1. This will add a delay into the Actionflow for demonstration purposes. See sleep
4. Add a  section 
5. Click 

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    to create a new user who will be able to run the API
   1. Login: apiagent
   2. First Name: API
   3. Surname: Agent
   4. Password: Phixflow123!
   5. Enabled: 

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       the user

Create Role

We need to create a role then assign the privilege and user group(s) to it.

1. In the

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    for the application (not the full repository), expand the application you're working in
2. Expand

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    and create an New Role by clicking 

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    action to the canvasOn its Properties
   1. Pin the tab as we will need it to remain open
   2. Name: GenerateAPIToken

Add Privileges to Role

1. On the Role, in the Tables Privileges section, click the click 

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   tables

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    icon
   1. Drag across the AdditionalCompanies_Processed table from the Repository to the Analysis action properties

   Connect the Calculate action to the Analysis action and map across the attribute

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Table Attributes Setup

1. On the Analysis Model, Actionflow Advanced Data, click on the table, AdditionalCompanies_Processed
2. Double-click on the attribute, Status, and change the Expression to _context.Status
   1. This is then referring to the attribute setup on the Calculate action
3. Save the Analysis Model

Combine Data & Display 

1. On the Actionflow, create a 
   1. Search for and drag across the following privileges from the Full Repository into the Privileges section of the Role 

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      :
      • Run Actions
      • Use API Key
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       the changes

Create and Assign User Group to Role

1. On the Role, in the 

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    section, click 

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    action with the Primary Table, AdditionalCompanies_Processed, and connect the Analysis action to the View action
   1. In its Properties, in the Data Retrieval Options section, set the Data Range to Latest
      1. This will ensure that this data isn't continuously added if the Actionflow is run repeatedly
   2. For the Output Attributes section, click the Create a new User Group by clicking the 

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      1. Name: APIUsers

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          the new user group
      3. On the User Group, in the Users section, click

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      attributes_icon_attributes_

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          icon and drag across
      all attributes
   Create a 
   1. 1. your API Agent user into the Users section
      2. Click 

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   action_

   1. 1. save

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    action to save the data to the Companies table
   1. In its Properties, in the Basic Settings section, set the Type to Insert and
      1.  the changes
2. Click back onto the GenerateAPIToken Role tab
3. Drag the APIUsers user group into the _toggle_on

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    section of the GenerateAPIToken RoleOpen the Actionflow 

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       toggle on Auto Save Attributes
   Connect the View to the Save action and map across all attributes

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Setting the Exclusion Group

1. 1.  the changes

Assign Application Access User Group to User

1. In the 

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   , expand the

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    section
2. Double click on the API Agent user
3. In the User Groups section, click the 

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   1. Under Basic Settings, populate the Exclusion Group field with any text, e.g. Import
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   Add the same Actionflow to the Import button the Company Management screen

   Expand

   title	How?

   On the ImportCompanies Actionflow, open the  icon to display the available User Groups in the Full Repository
4. Search for the name of your application in the search box
   1. Two User Groups will display - drag across the one that doesn't contain _Admin into the User Group section of your API Agent user

Generate Authentication Token

1. On the API Agent user, hover over the 3-dot menu in the top right corner
2. Click Generate API Key
3. Copy the value displayed and store it somewhere safe

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Send Authorization

1. On the screen, Company Call API, open the Actionflow on the Call API button
2. Click on the HTTP Action, Call API, to open its

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3. , hover over the In the Secret Key Details section, click 

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   1. Name: APIKey
   2. Enabled: 

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      _

   more

   1. toggle_

   options

   1. on _

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    icon and choose 
   1.  the changes
   2. Secret: click 

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   repository

   1. add_

   find

   1. icon _

   repository

   1. add_

   find

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4. Open the Company Management screen and drag the highlighted Actionflow from the Repository onto the Import button
   1. This will create another instance of the same Actionflow

Testing

1. Open the Company Approval Review and Company Management screens
2. Ensure both screens are 
   1. 1. In the Secret field, paste the API Key you copied above

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          the changes
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3. In the Headers section, click 

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   1. Name: Authorization
   2. Expression: ${_datasource.APIKey}

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   ed
5. Click Import on one screen then press Import on the other screen
6. A warning message should appear

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1.  the changes

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Testing

1. On the Actionflow calling the API, click Run Action and run the Actionflow
2. Access the System Console to check if the API displays as being run by your specific API User

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