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A flow is a sequence of actions to automate processes on the Now Platform.
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## A Flow is a sequence of actions to automate processes on the Now Platform.
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Logic and automation use computers to manage repeatable processes instead of using people. Logic and automation can reduce human error and speed up processes. App Engine Studio allows creators to add process flows to their applications.
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### Logic and automation use computers to manage repeatable processes instead of using people. Logic and automation can reduce human error and speed up processes. App Engine Studio allows creators to add process flows to their applications.
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4. Create the flow with the following information:
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1. Name: Main
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|Field | Value |
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|-|-|
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|Name | Main |
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|Description | Manage the Telework flow of work.
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2. Description: Manage the Telework flow of work.
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3. Click on the <spanclassName="aes_button">Continue</span> button.
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Click on the <spanclassName="aes_button">Continue</span> button.
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5.**Click** the **Edit this flow** button to begin the configuration process.
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6. You may see a tour popup. Let's skip the tour for now, by clicking the **Skip tour** button.
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###The first thing we'll do is set up our trigger to define when this flow will run.
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## The first thing we'll do is set up our trigger to define when this flow will run.
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7. Click on **Add a trigger** in the upper left of the flow designer screen.
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### Flow designer provides different options for triggering a workflow. You can kick off a flow based on a record being created or updated, , run on a scheduled basis, or based on a unique application component like an SLA task being triggered or an inbound email being received by the instance. For our use case we are going to:
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1. Select **Created** from the Record section.
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2. Select our **Telework Case** table.
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2. Select the **Telework Case** table.
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3. Click <spanclassName="aes_button">Done</span> to close the trigger.
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### Note that there might be circumstances under which we need to have a particular flow to execute.
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### In this case we can use the "Add filters" option to define conditions that must be met for this flow to execute. This helps making flow easier to maintain and reuse.
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### For example, we could use a flow specific to new request, one for renewal or request.
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:::note
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There might be circumstances under which we need to have a particular flow to execute.
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In this case we can use the "Add filters" option to define conditions that must be met for this flow to execute. This helps making flow easier to maintain and reuse.
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For example, we could use a flow specific to new request, one for renewal or request.
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:::
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1. Choose **Anyone approves** for the Approval rule.
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2. Click on the Data Pill Picker button (_the magic wand button_).
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3. Click **Trigger - Record created**.
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4. Click on the chevron to access the list of fields.
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6. Click <spanclassName="aes_button">Done</span>.
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:::info
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We now have a branch where we can add actions or flow logic if the manager approves
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We now have a branch where we can add actions or flow logic if the manager approves.<br/><br/>
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Let's save the team from sending tasks via emails or other systems.
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:::
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14.We'll automatically request I.T. to assign a Remote Access Token to the employee.
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14.Next, we will configure the Flow to automatically request I.T. to assign a Remote Access Token to the employee.
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1. Under _If Manager approves_ click the small + to add a step.
15. First, let's take care of automating the notifications that take too much time right now. We'll send an email to the applicant's and let them know their application has been approved.
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15. First, let's take care of automating the notifications that take too much time right now. <br/><br/>We'll send an email to the applicant's and let them know their application has been approved.
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1. Under **3 - Create Task** click the small + to add a step.
Copy file name to clipboardExpand all lines: labs/telework-utah/4.0-Manage-Work/4.1-Ceate_Workspace_Experience.md
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We will now create and configure the Workspace experience for our new application.
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1. On the application homepage, locate the **Experience** section and click the **⨁ Add icon**.
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This takes us to a selection where we can identify the type of experience we wish to create.
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2. Click the **Workspace** tile to create a workspace to help users manage and fulfill requests sent to them.
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3. Click on the <spanclassName="aes_button">Begin</span> button to begin the Workspace Builder wizard.
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4. Next, leave the default value and Click on the <spanclassName="aes_button">Continue</span> button.
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5. Next, we'll select the tables we want to work with in this workspace.
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Next, we'll select the tables we want to work with in this workspace.
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6. Set the **primary** and secondary tables to: **Telework Case**and **Arrangement** like below and click on the <spanclassName="aes_button">Continue</span> button.
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5. Set **Primary table**and **Secondary tables** like below and click on the <spanclassName="aes_button">Continue</span> button.
16. Under Data sources, click **+ Add data source**.
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9. Under Data sources, click **+ Add data source**.
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17. In the window that opens, choose the Telework Case table as the source. **(1)** Select the Case table from the Suggested sources., **(2)** Click **Add custom conditions**.
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10.
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1. Type **Telework Case** in the "Select a source" field.
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2. Click **Telework Case** in the search results.
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3. Click **+ Add custom conditions**.
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18. We want to see only the non-closed cases.
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11. We want to see only the non-closed cases.
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1. Set **State is one of Pending, Open, Work in Progress**.
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2. Click **Add this source**.
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2. Click **Add this source** in the bottom right.
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19. In the **Group by** section,
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12. In the **Group by** section,
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1. Click the pencil icon next to **Active**.
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2. Set **Priority** for the Group by.
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3. Click **Apply**.
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20. On the top right, Click **Save**hen**Exit Edit Mode**
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13. On the top right, Click **Save**then**Exit Edit Mode**
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