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 operators, 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 Source(s) specifying what data to bring into Hero_Flow, operators to build your automation, and Sink(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 Sources

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

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

A Source has now been added to your Flow.

Add multiple Sources

Additional Sources can be add to a Flow.

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

Change or delete a Source

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

To change a Source:

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

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

Operators and Sinks attached to the changed Source use the same data fields at the original Source. 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 Source:

  1. Right-click on the source name and select DELETE.
  • A Source cannot be deleted if there are branched operators or Sinks currently attached in the process.
  • A Source with only a straight process of operators without a Sink can be deleted. The deleted Source also deletes the attached operators.
  • After selecting DELETE, an applicable Source is deleted from the Flow without an additional conformation prompt.

Add Operators

Operators are used to implement your automation's logic.

  1. To add an operator in the Flow, click either the add button or the branch button.

    1. Add button - Select to add an operator in your Flow process.
    2. Branch button - Select to begin a separate branch in your Flow process and add a new operator.
  2. Select an operator 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 an operator, help text is displayed at the bottom of the menu giving a short description of the selected operator.

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

An operator has now been added to your Flow.

Add multiple operators

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

Edit or delete an operator

The settings of an operator in Flow Studio can be edited or deleted from the Flow process.

To edit an operator:

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

  3. Click OK.

Operators and Sinks attached to the edited operator use the same data fields at the original operator'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 an operator:

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


  • An operator cannot be deleted if there are branched operators in a forward position in the process.
  • After selecting DELETE, an applicable operator is deleted from the Flow without an additional conformation prompt.

Add Sinks

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

  1. To add a Sink in Flow Studio, click Add Sink.

  2. A pop-up menu presents you with a choice to select a saved Sink.
    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 Sink.

  4. Click OK.

A Sink has now been added to your Flow.

Add multiple Sinks

Additional Sinks can be add to a Flow.

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

Edit, change, or delete a Sink

A Sink in Flow Studio can be edited, changed, or deleted from the Flow process.

To edit a Sink:

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

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

To change a Sink:

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

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

To delete a Sink:

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

After selecting DELETE, a Sink is deleted from the Flow without an additional conformation prompt.


Flow Studio Button Images

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

IconNameDescription

Add icons
  1. To the right of an operator. Opens a pop-up box to select an operator to add to the Flow.
  2. Under a Sink. Adds and branch from the previous operator with the ability to add an additional Sink.
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 Sources and operators

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 a 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 a Source that brings in data fields into Hero_Flow from your data's location.

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

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