Tutorial Flows

Hero Platform_ helps new users learn how to build automated Flows with tutorial material.

Hero Platform_ Cloud 

Tutorial material is, by default, already installed for each Hero Platform_ instance. 

Hero Platform_ On-Premises 

Tutorial material can be enabled by contacting an Automation Hero service representative.

Tutorial Material

The following tutorial material is available for every Hero Platform_ user.

Connections

  • Data Store

Inputs

  • CustomerInformationCSV

Outputs

  • Auto Sink 1621447022
  • Auto Sink 1621446360

Flows

  • Flow designer for 'Tutorial - Start Here - Flow Overview
  • Flow designer for 'Tutorial - Lucky Customer'

Access Tutorial Flows

To access the tutorial Flows:

  1. Open Hero Platform_.
  2. Click Flows in the navigation menu.
  3. Double-click the Flow name.
    1. Flow designer for 'Tutorial - Start Here - Flow Overview
    2. Flow designer for 'Tutorial - Lucky Customer'

Flow designer for 'Tutorial - Start Here - Flow Overview

The first tutorial Flow shows the general structure of an automation Flow in Flow Studio and explains the essential elements.

A Flow consists of the following elements:

  1. An Input to bring data into the Flow. (A Connection is needed to create an Input)
  2. Functions allow for implementation of business logic.
  3. An Output where the data is sent at the end of the automated cycle.

Available elements (Input/function/Output) can be found in the Flow Studio's element browser.

Elements in the element browser can be dragged and drop onto the Flow Studio canvas.

Start Here - Flow Overview Explained

The user of the Flow is not expected to perform any action other than understanding the elements of how an automated Flow is created.

  1. The Flow starts with an Input brought from the element browser's Input section to the canvas. This is the first element in the Flow.
    1. In this example, it is named "CustomerInformationCSV".
  2. A function is brought from the element browser to the canvas to preform an action. 
    1. After the function has been added to the canvas, no configuration is possible until the element has been added into the Flow.
    2. You can view the configuration of a connected function (like in this example) by right-clicking the function and selecting Edit.
  3. A new element is added into the Flow by hovering the mouse curser over an element in the Flow (the Input in this example) and dragging a cable to the new element.
  4. A dialog box is displayed with the configuration settings for the element. 
  5. Additional elements can be brought from the element browser to the canvas and connected into the Flow.
  6. The last element of a Flow is the Output that directs the automated Flow where to send the data.

Flow designer for 'Tutorial - Lucky Customer'

The user of the Flow can interact with the Flow to begin experiencing how an automated Flow is created.

This Flow creates a lottery experience for customers by assigning random numbers to active customers in a database and then picking lottery winners.

  1. The Flow starts with the same Input from the "Start Here" Flow.
  2. The Rand function is connected and assigns a random number between 0 and 1 to each record.

    To view the configuration settings of an element connected in a Flow, right-click the element box and select Edit.

  3. The IsTrue filter is connected and filters the data for only active customers. 
    1. From this point, only active customers are passed on within the Flow.
  4. The IsGreaterThanOrEqual filter is connected and filters the data of records with a 0.9 or higher value for the value assigned by the Rand function. 
    1. From this point, only only those records with a 0.9 value or higher are passed on within the Flow.
  5. The Output is connected to send the data (the lottery winners) to a new destination. In this case, Hero Platform_'s internal storage, the Data Store.
  6. View the output data by clicking the Output element and selecting Preview.

Try It Yourself

This tutorial Flow now invites the user to try and edit the Flow for a different outcome. 

The goal of the user edited Flow is now to create a lottery winner for inactive customers rather than active customers.


To accomplish this:

  1. Click to highlight the cable between the elements "Assign random numbers" and "Filter active customers".
  2. Press the Delete key on the keyboard.
  3. Click to highlight the cable between the elements "Filter active customers" and "Pick lottery winner(s)".
  4. Press the Delete key on the keyboard.
  5. Click and drag the element "Filter active customers" to the side of the canvas.
  6. Click and drag the element "IsFalse" to the now empty spot where the previous element was located.
  7. Drag a cable from "Assign random numbers" to "IsFalse"
    1. This function has already been configured.
    2. View the function configuration by right-clicking the element and select Edit.
    3. The filter function IsFalse is configured to filter for records where the ActiveCustomer value is "false".
  8. Drag a cable from "IsFalse" to "Pick lottery winner(s)"
  9. View the output data by clicking the Output element and selecting Preview.