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.

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

Phases are useful in the following scenarios:

• To check all data coming out of one Actionflow before starting another Actionflow

• Where one phase reads records into the Actionflow and checks them one at a time, then once all records have been checked, the Actionflow can move to the next phase, where records are updated

• Where the Actionflow requires the user to make a choice as part of the Actionflow, such as confirmation messages

Creating Phases

Using a Phase Action from the Toolbar

1. Click and drag a 

    icon from the toolbar onto the canvas

2. Click the

    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 

Using the Phases Tabs

1. Every Actionflow contains a Processing Phase; click the 

    button next to the Processing Phase

2. Choose to 

    Add Phase before or 
    Add Phase after
   1. Open

      

       

   2. Enter a name and optional description for the Phase, then select Confirm

3. To map to the Phase, click and drag a 

    icon from the toolbar onto the canvas

4. The newly created phase can be selected

Moving Action Nodes Between Phases

To move action nodes between phases, the phases must first be created.

1. Create a new phase using the steps above in Creating Phases: Using the Phases Tabs

2. Disconnect (

    Remove Connector) the action nodes that are to be moved

3. Select the action nodes to be moved, right-click and choose

4. Select the Phase to move the action nodes to 

Example Setup

This is an example of a

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

Worked Example

A worked example of setting up a phase can be found below, this example is taken from 1.13 Confirmation Message Configuration and uses the School Data (available from the Learning Centre), but this example can also be followed using the Retail Data (available from the Learning Centre).

If you are completing this chapter as part of the Actionflow course and using a training instance, on the Actionflow Intermediate Application set up a confirmation phase on the Actionflow on the Delete button on the Shop Staff screen.

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