Creating Workflows
Overview
Learn how to connect your favorite SaaS providers and create media workflows by creating and configuring a workflow canvas. This process enables you to streamline your content creation and distribution tasks.
Creating a New Workflow
Navigate to the WorkFlo tab
Click on 'Add WorkFlo'
Use the plus sign to search for nodes
Add the node you need
Repeat this for the various app nodes and logic nodes you think you need
Example: Add Schedule Trigger
Click Add WorkFlo to trigger the Canvas
First Click + - search for your starting event - e.g. a 'Trigger'
In this example, we will add a 'Schedule Trigger'
Once you click the 'On a Schedule' it brings up the window to configure the node.
You can click the back arrow in the top-left to exit:
Now your canvas looks like this and you can add another node - e.g. search for Fabric
Search for 'Fabric'
Click on Node 'Fabric' in the search result to view options you can choose from.
Then drag your Fabric action onto the canvas
In this example we drag 'Create a record' onto the canvas and the configurator opens:
This is an example of what a more defined workflow looks like:
To make it easier to configure the node, here we show data going from node 1 to node 2.
We manually trigger the first workflow step by moving the mouse over the icon and then click the 'play' arrow that appears.
Here is the result you see when you open the second node
and in this example you can drag any field on the left into the middle column and set any logic needed. By ensuring the nodes are connected first and then run the previous node manually, it makes it very easy to configure the current node since you working with some example data.
Configuring Nodes on Canvas
Double click the node you want to configure.
Choose the fields relevant to your workflow. Remember you can drag fields from the left 'input' side (input to a node) to the center (field configuration) - no coding!
Set up any if-then conditions as needed using the IF Node or other
Do a test run to see how the workflow performs.
Adjust the settings based on the results of your test run.
You can test each node and as you do that Flomenco will capture the data and feed it into the next workflow step. As you create the worklow live this is very helpful to configure the workflow step by step and to use the information fields from the previous step to configure the current step. You can drag the data from a previous step to be used as the data in a field on the current step. This is data mapping with no-code!
Node Configuration TIps:
Selecting Fields: When you add nodes to your workflow in Flomenco, you'll need to choose the fields you're interested in. This step is crucial for making sure your workflow processes the correct data.
Setting Conditions: You can set conditions for each node, like 'if then' statements. This helps in controlling the flow of your workflow, allowing you to tailor it to meet specific needs.
Testing Workflows: Before making your workflow active, it's a good idea to test it. This helps you see how data moves through your workflow and ensures everything works as expected.
Tailor Your Workflow
Adjust settings and configurations to match your specific needs. Use the drag and drop feature for testing and fine-tuning.
Frequently Asked Questions
Test running your workflow is important because it helps you make sure everything is set up correctly. This prevents errors and ensures your workflow does what you expect before it goes live.
Common adjustments include selecting fields you're interested in, configuring actions or triggers, and setting up conditions for your nodes. These tweaks help tailor the workflow to your specific needs.
Flomenco automatically saves your workflow as you build it. As you add nodes or configure them, Flomenco saves the workflow.