Manual Flows

Manual flows are one of the three flow types in PlentyONE Flow. The other two types are time-based flows and automation:plentyflow-studio-create-event-based-flow.adoc[event-based flows].
In manual flows a user can manually trigger a flow run at any given time.

Examples of manual flows

Examples will be added soon.

1. Creating a new manual flow

  1. Go to Automation » Flow Studio.
    → The Flow Studio overview opens.

  2. Click on Create flow (add ) in the top left of the toolbar.
    → A stepper opens and guides you through the following three steps.

    1. General

      1. Enter a unique name and, if necessary, a description for the new flow.

      2. Click on Next.

    2. Trigger

      1. Select Manual as the trigger.

    3. Settings
      → The optional drop-down list Flow available in appears.

      1. If required, select a UI from the optional drop-down list.
        → The option to manually trigger the flow directly from the selected UI is added to the group functions in that UI.
        Note: UIs currently selectable from this drop-down list: Order UI.

      2. Click on Save (save).
        → The flow is created.
        → The Flow Studio Canvas appears, containing the first two elements of the flow:

  3. Now configure the new flow. Refer to the explanations in section Configuring a new manual flow.

2. Configuring a new manual flow

  1. On the menu Automation » Flow Studio, open the existing flow.
    Note: Refer to the section Create a new manual flow for information on how to create a new manual flow.
    → The Flow Studio canvas appears, containing the first two elements of the flow:

    • The blue element stands for the selected trigger event Note the information about the selected trigger event in the right-hand column of the canvas view.

    • The white element is a placeholder for the next flow step.

  2. Select the next flow step from the column on the left and add it to the flow by dragging it to the appropriate position. The following options are available:

    • Actions: Here, you select the action to be performed at this stage in the flow for the orders concerned. Refer to the manual page Use the Flow actions for relevant information.

    • Control elements: Here, you select the appropriate control for the flow step. The controls apply set filters to evaluate objects before routing them to the next step. Refer to the manual page Use the Flow actions for relevant information.

  3. Add more actions and controls as necessary, until the business process has been fully mapped out.

  4. Save (save) the flow regularly as you create it.