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Use the Flow Designer

The Flow Designer is the primary module for building and managing workflows in Deepser. It provides a visual drag-and-drop interface where you can define triggers, actions, and logic blocks to automate your business processes.

Accessing the Flow Designer​

  1. Open your Deepser Backend.
  2. Click on the Flow module, then select Designer.

The following screen will open:

Designer Layout​

The Flow Designer is divided into the following areas:

  • Trigger section (upper area) -- The starting point that determines when the flow runs. For example, your flow might start when a Service Operation changes its status to "In Approval."

  • Flow section (lower area, inside a red square) -- The process logic itself, where you build the sequence of actions and conditions.

  • Variables panel (right side) -- Contains variables that can be dragged and dropped into the Trigger section and the Flow section.

  • Status button (top right) -- Enables or disables the flow process.
  • Edit button (top right) -- Opens the flow properties.

Export and Import a Flow​

An important flow property is the Export function. To export a flow:

  1. Click the Edit button to open the flow properties.
  2. Click the Export button.

  1. Insert an encryption key and export the flow to a .txt file.

To import a flow, use the Import button on the main page of the Flow Designer module (see the first image above).

Duplicate a Flow​

Deepser allows you to duplicate an existing flow to replicate a pre-configured process, saving time and ensuring consistency.

  1. Open the flow you want to duplicate.
  2. Click the Edit button in the top-right corner (next to the Status button).

  1. Click the Edit button to open a new window. At the bottom of this window, click the Duplicate button.

  1. Configure the duplication options:

    • New Name -- The name for the duplicated flow.
    • Duplicate as Subflow -- Set to Yes to create a SubFlow instead of a standard flow.
    • Duplicate also Subflows -- Include any referenced SubFlows in the duplication.
    • Version -- Set the version number.

  2. Click the blue DUPLICATE button to proceed.

To duplicate as a Subflow, change the Duplicate as Subflow option to Yes before clicking DUPLICATE.

tip

For details on available action nodes such as Log Action, Create Variable, and Delete Record, see Workflow Actions.