Designing a Flow

  1. Flow
  2. Flow Designer
Flow Designer Nav

Workflows automate business processes by defining a sequence of actions that are triggered by specific events. This guide will walk you through creating a simple Onboarding Workflow and explain the fundamentals of Flow.

Prerequisites

  • Install Flow from the Oqtane Module Marketplace.
  • Check the Flow jobs: Flow installs 2 scheduled jobs,'Flow Manager' and 'Workflow Manager'. Make sure these are both enabled and running.

Step1: Add the Flow Designer

Step 2: Create the Flow

Step 3: Adding Flow Items

Action Properties Explained

Assignment Options

Member Onbording Example

2. Confirm Rules Action

3. Add User To Role Action

Links