FAQ

How do I “quick stop” a flow?

How do I “quick stop” a flow for sending out information? Emergency Stop!

Inactive the flow

When you have a flow that sends out information such as e-mail or sms etc., and want to quickly stop the flow to perform these operations. The fastest and most effective way is to deactivate the entire flow. Then everything stops. You disable the flow by opening flow settings and click Inactive.

Inactive the action

Once you have stopped the entire flow, you can, in peace and quiet, disable the right action (if there is one) in different ways.

See above setting the action. It is both set to “Auto” (flash) execution and scheduled eg. weekly. This action can thus be run in two different ways.

1. Via Auto, ie when the operation is automatically executed after the above has been completed. (A flow can be started both through another scheduling or that it is triggered from outside.) Auto runs regardless of whether the action has a different execution.
2. The action is also run via the scheduling set for this particular action. This can be considered a loophole. Therefore, it may be wise in this particular case to click out “Auto” for this particular action. Then only the action is run through its own scheduling.

To stop a particular action you can either:

1. Click the action to disable, by unchecking the Active and Auto so both of them are grey,
2. The action is also run via the scheduling set for this particular action. This can be considered a loophole. Remove it’s scheduling by clicking the clock/ calendar symbol and set it to manual.
3. Click in the “Pass through” flag that allows the participants to pass through it only, without anything being executed against the participants. In this way, the participants and the flow can move further below this action.

When you feel confident that the action is disabled on any of the above alternatic, you can calmly and safely reactivate the flow through flow settings.

How do I find a flow participant?

How do I find a flow participant, when I don’t have the participant ID?

The easiest way to find a flow participant is to search for the information you do have, which is most likely to be unique. For example, if you are looking for a flow participant and you have the e-mail address (and e-mail address is added as flow participant information) - you can search for that and see in what box/ boxes it appears.

In the image you see that you can search for the e-mail address, and since it exists in the flow, the result displays in what box it is, the box name No is clickable, and when clicking it you can see further flow participant information.

How do I add a new data field to Selection?

How do I add a new data field to Selection conditions and results?

Find an example of how to add a new data field, by adding it to Visuals under Metadata. The example uses Sweet One CRM and Cases as datasorce, but can be applied to like entities. Find it here.