Manage Actions

Flow Actions are the fundamental building blocks that constitute a Flow Step and can be created and managed from the Canvas

Add new Flow Action to a Factorial Flow

The steps below shows the typical path for adding a new Flow Action to a Canvas Once the Flow Action has been added, the Flow Action will allow for additional configuration based on its type.

1. From the Factorial Flow Canvas, select the Flow Step that you wish to add the Flow Action to
2. Once selected, the main Canvas will show the existing Flow Actions in this step. Select the [+] sign where you want to add the Action
3. Chose whether this is a new Flow Action or a copy of an existing Flow Action

4. Depending on the action type, each Flow Action will have different configuration options. Each of these pages will describe the specific Flow Action in more detail:

   • Conditional
   • Create Single
   • Create Multiple
   • Update Single
   • Update Multiple
   • Delete Single
   • Jump To Step
   • Wait for Event
   • Multi Decision Branch

Edit an existing Flow Action on a Factorial Flow

This section outlines how to edit an existing Flow Action

1. From the Factorial Flow Canvas, select the Flow Step that you wish to add the Flow Action to.
2. Once selected, the main Canvas will show the existing Flow Actions in this step. Either double click the Flow Action or right click it and select Properties.
3. Make required changes corresponding to the action type.
4. Click on Save & Close to complete the changes, else click on Cancel to discard all changes.

Delete an Action

Follow the below steps to delete an existing action.

1. On the Canvas, right-click on the action to be deleted and click on the Delete button.
2. Click on the Delete button in the confirmation dialog box to complete the deletion, else click on Close to abort.