Work with Flow Studio

Flow Studio allows you to point-and-click together end-to-end automation Flows. With more than 300 point-and-click Functions, Flow Studio brings together workflow combinations, data preparations, data analytics, and machine learning to build automations with a wide range of complexity.

Overview

A completed automation process in Hero_Flow is called a Flow. Flows are built within Flow Studio. A completed Flow contains Input(s) specifying what data to bring into Hero_Flow, Functions to build your automation, and Output(s) to write the data back out of Hero_Flow. When a Flow has been completed, you can schedule the Flow to begin running.

Open Flow Studio

Open Flow Studio by:

Add Inputs

The first step in building your Flow in the Flow Studio is adding an Input which allows you to bring selected data into Hero_Flow.

  1. To add an Input in Flow Studio, click Add Input.
  2. A pop-up menu presents you with a choice to select a saved Click Bot or Input.
    You can scroll and select your option or type in a search string to filter.
    Double-click your option or select and click OK.

An Input has now been added to your Flow.

Add multiple Inputs

Additional Inputs can be add to a Flow.

  1. To add additional Inputs, click Add Input below your previous Input.
  2. Double-click your option or select and click OK.

Change or delete an Input

An Input in Flow Studio can be changed to a different selected Input or deleted from the Flow process.

To change an Input:

  1. Right-click on the Input name and select CHANGE.

  2. A pop-up menu presents you with a choice to select a saved Click Bot or Input.
  3. Double-click your option or select and click OK.

Functions and Outputs attached to the changed Input use the same data fields at the original Input. If data field names have changed, the updated process might not be functional.

An error message is displayed: Some functions are invalid.

To delete an Input:

  1. Right-click on the Input name and select DELETE.
  • An Input cannot be deleted if there are branched Functions or Outputs currently attached in the process.
  • An Input with only a straight process of Functions without an Output can be deleted. The deleted Input also deletes the attached Functions.
  • After selecting DELETE, an applicable Input is deleted from the Flow without an additional confirmation prompt.

Add Functions

Functions are used to implement your automation's logic.

  1. To add a Function in the Flow, click either the add button or the branch button.

    1. Add button - Select to add a Function in your Flow process.
    2. Branch button - Select to begin a separate branch in your Flow process and add a new Function.
  2. Select a Function from the pop-up menu.
    You can scroll and select your option or type in a search string to filter.
    Double-click your option or select and click OK.

    If you single-click a Function, help text is displayed at the bottom of the menu giving a short description of the selected Function.

  3. Function specific settings window is displayed to configure the Function.
    When the Function has been configured, click OK.

Function has now been added to your Flow.

Add multiple Functions

Add multiple Functions to the Flow in a straight or branched process with the add and branch button using the add Function method above. 

Edit or delete a Function

The settings of a Function in Flow Studio can be edited or deleted from the Flow process.

To edit a Function:

  1. Right-click on the Function name and select EDIT.
  2. Adjust the Function specific settings.

  3. Click OK.

Functions and Outputs attached to the edited Function use the same data fields at the original Function's settings. If data field names have changed, the updated process might not be functional.

An error message is displayed: Some functions are invalid.

To delete a Function:

  1. Right-click on the Function name and select DELETE.


  • Function cannot be deleted if there are branched Functions in a forward position in the process.
  • After selecting DELETE, an applicable Function is deleted from the Flow without an additional confirmation prompt.

Add Outputs

The final step in building your Flow in the Flow Studio is adding a Output which allows you to write selected data out from Hero_Flow.

  1. To add an Output in Flow Studio, click Add Output.

  2. A pop-up menu presents you with a choice to select a saved Output.
    You can scroll and select your option or type in a search string to filter.
    Double-click your option or select and click OK.

  3. Map the data fields used in your Flow to those data fields in your Output.

  4. Click OK.

An Output has now been added to your Flow.

Add multiple Outputs

Additional Outputs can be add to a Flow.

  1. To add additional Outputs, click the add button below an Output.
  2. A new branch is created from the last Function where an additional Output can be added.
  3. You can additional Functions if needed or click Add Output to create an additional Output in the Flow.
  4. Add your Output as described above to complete your additional Output in the Flow.

Edit, change, or delete an Output

An Output in Flow Studio can be edited, changed, or deleted from the Flow process.

To edit an Output:

  1. Right-click on the Output name and select EDIT.

  2. Adjust the Output specific settings.
  3. Click OK.

To change an Output:

  1. Right-click on the Output name and select CHANGE.

  2. A pop-up menu presents you with a choice to select a saved Click Bot or Output.
  3. Double-click your option or select and click OK.

To delete an Output:

  1. Right-click on the Output name and select DELETE.

After selecting DELETE, an Output is deleted from the Flow without an additional confirmation prompt.

Add Comments to Flow Objects

Notes can be added to Flow objects (Inputs, Functions, and Outputs).

To add a note to a Flow object:

  1. Right click the object in the Flow and select Edit.
  2. Enter text into the Note field.


Save and Close a Flow

To save a Flow:

  • Click Save on the toolbar at the top of screen.

To close a Flow:

  • Click Close at the top right corner of the screen.


  • If a Flow is closed with unsaved changes, a dialog box is displayed with the following options:
    • Click Back to editor to cancel closing the Flow and remain in the Flow Studio.
    • Click Discard and exit to close the Flow and delete any unsaved changes.
    • Click Save and exit to save the current progress in the Flow and leave the Flow Studio.



Recover unsaved Flow changes

If the Flow Studio was left before selecting to save or discard changes, the previous changes can be recovered.

To recover unsaved changes:

  • Open a Flow. If the Flow has unsaved changes:
    • Click Yes to revert back to the Flow's previous progress.
    • Click No to discard previous unsaved changes. 

The option to restore unsaved changes is not available if any node in an unsaved Flow was removed from Hero_Flow.

Example:

  1. A user creates a Flow with an Input, Functions, and an Output.
  2. The user leaves the Flow unsaved.
  3. The user opens the Output dashboard in Hero_Flow and deletes the Output used in the Flow example.
  4. When reopening the unsaved Flow, there is no option to recover unsaved changes.

This is to protect the Flow from possible corruption. 

Run a Flow

When a Flow is complete and ready to be run, there are two methods to start the Flow running.

Run a Flow immediately from Flow Studio

When the Flow has been completed and should run immediately:

  • Click Run Now in the toolbar. 
    • The Flow is saved with this action.

After clicking Run Now, Hero_Flow closes the Flow Studio and displays the Flows dashboard.

Run a Flow at a scheduled time

When a Flow has been completed, it can be scheduled to run at a specific and/or reoccurring times:

  • Save the Flow by clicking Save in the toolbar.
  • On the Flow Dashboard, locate the Flow and click the gear icon for menu options.
  • Click Schedule

Making edits to a Flow that has been scheduled

After editing and saving a Flow that had already been scheduled, it is necessary to stop that Flow before the new edits become active. After stopping the Flow, it can be rescheduled and the changes made to the Flow are applied.

Flow Studio Button Images

These are the icons you'll see in the flow:

IconNameDescription

Add icons
  1. To the right of a Function. Opens a pop-up box to select a Function to add to the Flow.
  2. Under an Output. Adds and branch from the previous Function with the ability to add an additional Output.
Branch iconCreates a branch in the Flow allowing for multiple Flow paths.
Field selector iconOpens a pop-up box to select the fields used in the Flow path. Available for use with Inputs and Functions

Flow Studio Toolbar

The Flow Studio toolbar is located at the top of the page.

OptionDescription

Save

Select to save your the work on your Flow. 
CloseSelect to close the Flow Studio. Unsaved changes are not saved when closing.
UndoSelect to undo the previous action made in Flow Studio. This command is only applicable for actions made in the current session of the Flow. 
RedoSelect to redo the previous action made in Flow Studio. This command is only applicable for actions made in the current session of the Flow. 
Zoom in and Zoom out

Select to adjust the viewpoint of the Flow.

Zoom in moves the view closer to the elements.

Zoom out moves the view farther away from the elements.

Reset viewSelect to restore the original view of the Flow Studio.
SelectSelect to select a group of items in the editor. To select multiple elements, create a box around the desired elements by left-clicking, holding, and dragging your mouse.
GroupSelect to group the selected items.
UngroupUse this option to no longer group the items.

Simple Flow Example

Here is an example of a simple flow.

The white element is an Input that brings in data fields into Hero_Flow from your data's location.

The purple element is a Function that performs an action or calculation on your specified data.

The orange element is an Output where the adjusted data is written back out of Hero_Flow to an outside data location.