Introduction to the design process of a button flow
Building a button flow is the same as building any other flow; it has a start and an end. A flow always starts with a trigger action. This module focuses on how to manually trigger a flow by using buttons without user input. After creating the trigger action, you can add flow steps. Each step can be an action, a condition, or a combination of actions and conditions. The flow always ends with an action.
Two ways to design the process for a button flow are by using an existing template with a button trigger or by building a new one from blank. We will discuss these two options. you can also start from a connector.
Use an existing template
Using an existing template is a great way to observe the basic principles of designing a successful flow.
To build a flow by using an existing template, follow these steps:
On the left navigation pane, select Templates.
In the search bar on the upper part of the page, enter Buttons.
Select a template that matches your requirements, add your connectors, and then fill in the required parameters.
The following screenshot shows an example of the button templates.
Build a flow from blank
Building a flow from blank allows you the flexibility to design a workflow that matches your customized logic that meets your requirements.
To build a flow from blank, follow these steps:
On the left navigation pane, select + Create.
The page shows different ways for you to make a flow. The first way is Start from blank, where you will select Instant flow.
Give your flow a name. In the Choose how to trigger this flow section, select Manually trigger a flow.
Select Create to start building the flow.