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Navigate to the Find Business Request Flow page by expanding the Low Code/No Code Workflow section and selecting No Code Flows from the navbar.
Click the New Flow Definition button.
Enter the details for the Flow Definition:
Name – Name of the Flow Definition, such as “Employee Offboarding.”
Display Name – Name of the Flow Definition that appears in the UI
Locale Key (Unique Name) – Optional setting used to set the locale key for the Flow Definition name
Description – Description of the Flow Definition
Locale Key For Description – Optional setting used to set the locale key for the Flow Definition description
BR Generation SPROC – This specifies the stored procedure to be used to convert the Flow Definition into a Business Request with Business Request Items for each Flow Item in the definition. Leave this setting at the default value (
BusinessRequest_GenerateBusinessRequestFlowDefinitionRequest
)Business Request Type – Select the Business Request Type for the Flow Definition, such as “Person Leaver.”
Is Shipping Data – Internally used
Click Save.
You should see the new Flow Definition in the Flow Definitions tab of the Find Business Request Flow page.
Now that you have created the Flow Definition for the No Code Flow, the next step is to create Flow Items (the individual actions you want to occur for the flow). Once created, you will add them to the Flow Definition.
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Step 2 – Create Flow ItemsNext, create the Flow Items to be executed when the Flow Definition is triggered.
Step 2 – Add Flow Items to the Flow DefinitionNext, add specific tasks to the Flow Definition. These tasks, known as Flow Items, will be executed in sequence when the Flow Definition is triggered.
Step 3 – Configure the Flow ItemsEach Flow Item consists of several parameters, including the Item Type Action, Item Scope Type, and the Item Collection Query. Configuring these parameters will define the specific actions to be taken, where they should be performed and the resources they should impact.
Step 4 – Define a Flow EventThe Flow Event is a specific incident or condition that triggers the Flow Definition. The Flow Event would likely be an employee termination notice for an offboarding process.
Step 5: Establish a Flow PolicyThe Flow Policy links the Flow Event to the Flow Definition, indicating which actions should be taken in response to the specified event.
With these steps, you have successfully set up an automated process for handling employee departures. The No Code Flow will now automatically execute the specified offboarding process whenever an "Employee Departure" event is triggered. |
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