In the previous articles, you learned how to create a Flow by adding Triggers, Actions, and Queries.
The next step after the creation of a Flow is to publish it so that your end-users can use it to set up integrations. Once a Flow is published, you have limited ability to modify it. You can edit the following after publishing Flows:
- The UI settings of the Flow.
- Order of the fields in a step.
- The default value, required or optional state, and the visibility of existing fields.
- If any new Activity fields are available, they can be added to Flow steps but fields must be optional or must have a default value.
- An existing Flow can be deleted if there is no integration created for it.
What can not be edited:
- A new Flow step cannot be added as input from the end-user can not be taken for this step for existing integrations.
- A previously added step can not be deleted.
Let's see what options are available once you are done creating a Flow.
Publishing your Guided Flow
After adding and testing the Trigger and Action steps, you can publish your Flow on your Integration Marketplace or deploy it on the SDK.
In the following steps, you will learn how to publish your Guided Flow.
There are three buttons available at the bottom of the Guided Flow Builder screen (shown above).
- Save: This will save your Flow to be used later.
- Publish flow: This will publish your Flow and make it accessible for your end-users to set up integrations.
- Cancel: This will redirect you to the Flow listing page.
To publish your Flow, click on 'Publish flow.'
Your Flow will be saved and published in your Flow listings. Next, you'll be asked to select a Deployment for the Flow. You can add the Flow either to your Marketplace deployment or SDK Deployment.
Adding the Flow to Integration Marketplace
To add your Flow to a Marketplace deployment, select one from the dropdown.
To preview your Flow in your selected Marketplace, click on 'Preview your Marketplace.' You will be taken to your Marketplace where you can see all the Flows that have been added to your Marketplace.
The above image shows the Marketplace to which the Flow was added. Your end-users can view the Flow in your (live) Marketplace and set up integrations based on the Flow.
Adding the Flow to SDK
Alternatively, you can also add your Flow to an SDK.
To add a Flow to an SDK Deployment, select an SDK Deployment from the dropdown menu.
Click on 'Preview your SDK Deployment' to preview how this Flow on your SDK.
Your end-users will be able to view all the Flows deployed on your SDK - considering that you have embedded that SDK inside your App.
Unpublishing your Guided Flow
You also have the option to unpublish your Guided Flows after publishing them.
Click on the 'Unpublish flow' button to unpublish your Flow. Your unpublished Flows will be saved as draft and can be viewed in the Flow listings menu.
Activating and Disabling your Custom Flow
After you are done creating your Custom Flow, you can activate it to use the integration.
The above image shows a Custom Flow with a Trigger and an Action. Turn the Active toggle on to start using the integration. Similarly, switch the 'Active' toggle off to disable the integration.