Creating flows
Flows transform your document processing requirements into production-ready pipelines. The flow creation process guides you through building and configuring steps, linking modules for refinement and validation, and packaging everything into a deployable advanced app.
Members with the power user permission or higher can access the flow editor and develop flows. Advanced view must be enabled in your organization.
The flow creation workflow
Developing a flow follows a structured development process.
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Working in the flow editor — Learn how to use the flow editor to build and test your flow.
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Planning flows — Decide step order, branching, filters, and where checkpoints belong before you wire everything up.
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Configuring steps and modules — Add and configure steps, and link their supported modules as needed.
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Creating advanced apps from flows — Compile your flow to a binary from the flow editor, then publish it as an advanced app through the Hub.
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Deploying advanced apps — Deploy your advanced app using the same deployments framework as low-code apps, with access to the same integrations, human review workflows, SLA management, and monitoring.
Ways to get started
There are a few ways to create a flow:
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Working exclusively in the flow editor, you can create a flow from scratch. Within the flow editor, you can additionally adjust your flow using the canvas or the JSON editor view.
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Starting in the app editor, you can generate a schema, define classes, and then export the project to the flow editor. This approach is useful when you want to speed up development and focus on using the flow editor to fine-tune later steps in the workflow. This approach also offers a simpler way to set up packet-processing apps, by configuring your cross-class fields through the app editor UI.
