You are viewing an earlier version of the admin guide. For the latest version, please visit EmpowerID Admin Guide v7.211.0.0.

Create Flow Policies

In EmpowerID's No Code Flows system, Flow Policies link events to automated actions using Flow Definitions. These policies activate specific sequences of Flow Items based on Flow Events and can be configured with multiple rules to meet organizational needs. As you’ll see from this article, Flow Policies are very easy to create, involving only a few simple steps.

Procedure

  1. Navigate to the Find Business Request Flow page by expanding the Low Code/No Code Workflow section and selecting No Code Flow Event Policies from the navbar.

  2. Click the Add New button.

     

  3. Enter the details for the Flow Policy:

    • If This Event Happens – Select the Flow Event for the policy, such as “Person Leaver.”

    • Run This Flow – Select the Flow (Definition) you want the policy to run when the system detects the Flow Event.

    • Name – Enter an appropriate name for the policy, such as “Employee Offboarding.”

    • Display Name – Enter the name to be displayed for the policy in the EmpowerID UI.

    • Description – Enter an appropriate description for the policy.

    • Locale Key (Unique Name) – Optional setting used to set the locale key for the Flow Policy name

    • Local Key for Description – Optional setting used to set the locale key for the Flow Policy description

    • Is Shipping Data – For internal use

  4. Click Save.

     

 

Expected Results

If you have completed all the steps in the walkthroughs for this section, you have successfully set up a simple 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.