Getting Started

Getting Started

Installation

Your First Flow

UI Flow Editor

Triggers

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Your First Flow

Requirements

To begin creating your flow, you must install and set up the byld.dev solution in your environment.

<aside> ⚠️ Attention: If you have not yet installed byld.dev, see the Installation how-to.

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Create a byld.dev Flow

To create your first byld.dev flow, follow these steps:

1. Go to Flows from the navigation menu and click New.

1. Give a Name and a Unique Name to your flow. Then click on Table and Form to select which element from the drop-down menu you want to assign it to.

<aside> ⚠️ Attention: When creating a new flow, remember that the Unique Name you choose must be different for each flow. If you use an already existing name, you won’t be able to create your flow.

</aside>

<aside> 💡 Tip: Use a short Unique Name for easier identification.

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1. Click Save to complete the process.

Edit Your Flow

Now that your flow has been created, you can start editing it.

1. Click Edit to open the UI Flow Editor.

1. Start by selecting a Trigger.

Example 1. The flow will be triggered when the form is loaded.

Enregistrement de l’écran 2023-05-11 à 21.02.01.mov

<aside> ℹ️ Note: A trigger is an event or action that sets off your flow. It could be an email being changed or a form being saved for example.

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<aside> ℹ️ Note: You can select multiple triggers. See the Triggers page for details.

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1. Click the $\color{#4CB7C3}+$ button to select an action.

Example 2. The selected columns will be displayed as required.

You may repeat this step with as many actions as needed until you are satisfied with the result.

<aside> ℹ️ Note: See the Action Steps page for details.

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<aside> ⚠️ Attention: Please be careful when using special characters (emojis, etc.) in Action Steps such as “Alert User”, “Display Error”, etc., as they are not supported by byld.dev and will result in an error.

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1. After creating your flow, click the Save button on the toolbar.

<aside> 🔧 Troubleshooting: If your flow contains errors or is incorrect, an error message will appear when you try to save your flow. The steps containing the error will be highlighted in red. Simply make the necessary changes and save again.

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Publish Your Flow

Your flow is currently a draft. To begin using it, you must publish it.

1. Click Publish.

1. After the loading is complete, this window will appear. Click OK.

Result: Your flow is now available for use.

Update Your Flow

If you want to make changes to your published flow, the process is simple:

1. Click Edit. Make your modifications and save the flow.
2. When the window closes, click Update to apply the changes made.

Result: Your flow is now updated.

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