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Flow

How to Use the "Flow" in DBSync Cloud Workflow

Introduction

A Flow in DBSync Cloud Workflow represents a specific workflow you want to create, which can utilize various queries and variables. Flows enable you to automate data processing and integration tasks. You can enable or disable any flow, which will also enable or disable that specific workflow during integration execution.

Steps to Use the Flow Action

  1. Login to DBSync Cloud Workflow: Navigate to the DBSync website and log in with your credentials.

  2. Select a Project: From the dashboard, choose the project where you want to create a new flow.

Project Screen

Create a New Task

  1. Access the Task Menu: Click on the dropdown next to Task in the project menu.

  2. Select Create: Choose the Create option from the dropdown menu to initiate the task creation process.

Task Screen

Configure Task Details

  1. Enter Task Name: Provide a unique name for your task that describes its purpose.

  2. Select Agent: Click on Select Agent to choose an agent for the task. This agent will handle the execution of the task. If you are creating an automated workflow, select Assign to Bot.

Assign to Bot

  1. Click Configure: After assigning the task, click on the Configure button. You will be redirected to the Flow screen.

Assign to Bot

Create a Flow

  1. Drag and Drop the Flow Icon: In the Flow screen, drag and drop the Flow Icon from the left panel to the center of the screen.

  2. Configure the Flow: Click the expand icon on the flow icon to configure the flow.

  3. Enter a desired name for the flow and click 'Save'.

Enable or Disable the Flow

  1. Use the Checkbox: You can use the checkbox next to Disabled Flow to enable or disable the flow. This action will also apply to all queries, variables, or transformations within this flow.

Add Queries and Variables

  1. Integrate Queries and Variables: Within the flow, you can add various queries and variables that are necessary for your workflow. This integration allows for dynamic data processing based on the defined logic.

Adding Queries and Variables

Save and Run the Flow

  1. Save Your Configuration: Once you have configured the flow and added all necessary components, make sure to save your changes.

  2. Run the Integration: Click the Run icon to execute the integration and observe how the flow operates with the connected queries and variables.

Monitor and Modify the Flow

  1. Review Logs: After running the flow, check the logs to monitor its execution and ensure that it completed successfully.

  2. Make Adjustments: If you encounter issues or need to make adjustments, return to the flow configuration to modify the settings or components.

PRO TIP

Regularly saving your flow configuration during setup can prevent data loss and make it easier to backtrack if you encounter issues.

By following these steps, you can effectively use the Flow action in DBSync Cloud Workflow to create, configure, and manage automated workflows. This functionality allows for streamlined integration and data management, enhancing operational efficiency within your organization.

Frequently Asked Questions (FAQ)

1. How do I reconnect a disconnected flow?

If a flow becomes disconnected, navigate to the flow configuration, re-establish any broken connections, and ensure all settings are correctly configured before saving and running the flow again.

2. Can I schedule flows to run automatically?

Yes, you can schedule flows to run automatically by defining triggers and schedules within the task configuration. This allows for automated execution based on your defined criteria.

3. How can I monitor the execution of my flows?

You can monitor flow execution through the logs available in the DBSync Cloud Workflow interface. These logs provide detailed information on the execution status, errors, and warnings.

4. What should I do if a flow fails to execute?

If a flow fails to execute, review the logs to identify the error. Modify the flow configuration as needed to address the issue and re-run the flow. Regular testing and monitoring help prevent execution failures.

Related Content

  • Creating Custom Tasks: Discover how to create custom tasks tailored to your specific needs using the DBSync Task Builder. This feature allows you to design and automate unique processes that align with your business requirements.

  • Query: Learn how to add and configure queries to retrieve data from various sources, enabling you to pull in the necessary information for your workflows.

  • Integrating Variables: Understand how to use variables effectively to pass data between different actions within your tasks, ensuring seamless data flow and process automation.

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