Quick Start Guide

Creating a New Flow

To create a flow from the Developer Console:
 

1.Click the Create flow button in the upper right corner of the Developer Console. The Create Flow dialog box opens.
2.Select the Default button in the Revision Control section.
3.Enter the name of the flow in the Flow name field.
4.Select the Standard Flow radio button. Selecting this button means that an empty flow is created.
5.Click Create. The new flow is displayed at the top of the Developer Console.
6.Click the flow name (shown in blue text) to open the Flow Editor.

Editing a Flow

To edit a flow from the Developer Console:
 

1.From the Development flows section, click a flow name (shown in light blue text in the upper left of each row) to open the Flow Editor.
Note:
•If the flow has the status of "stopped", the flow name is grayed out. In that case, click Restart first, then click the flow name.
•To edit a Production flow, you must first move it back to the Development flows section (from the flow's Admin menu, select "Change environment").

Refreshing a Flow

If, after attempting to deploy a flow, a red message is displayed at the top of the screen stating that communication with the server has been lost (Error: no response from server), you must refresh your flow.

To refresh a flow from the Developer Console:
 

1.Click the down arrow at the far right of a row, then select the "Refresh flow" option.

To refresh a flow from the Flow Editor:

Note that any recent changes may be lost during this process. Before proceeding, consider exporting the flow you are working on (≡ Menu button > "Export" > "Clipboard"), so that you can re-import it once the server is operating again.
 

1.Refresh the page in your browser by holding down the Shift key then pressing the F5 key, or by pressing or the Reload button in your browser.
2.Re-enter your username and password details.
 

Stopping a Flow

To stop a flow from the Developer Console:
 

1.Click the Stop button to the right of the row.
This button is only available if the flow is currently running. The Stop button changes to a Restart button.
 

Importing and Exporting Flows

To import from the Flow Editor:
 

1.From the upper right ≡ Menu button, select "Import" > "Clipboard".
2.In the Import nodes dialog box that opens, paste the JSON into the text field, then click Import.
The flow that the JSON describes is imported.
3.Click the canvas where you want the imported flow to be placed.

To export from the Flow Editor:
 

1.Click and hold your left mouse button and drag a box that encloses all of the nodes on the sheet you want to export.
2.From the upper right ≡ Menu button, select "Export" > "Clipboard".
3.From the Export nodes to clipboard dialog box, copy the text from the Nodes field.
4.Paste this text into a text editor of your choice to save for later use.