Platform › Automation
Business Flows
The chains that cross module boundaries — procure to pay, quote to cash, hire to retire — counted rather than drawn.
In Platform → Automation · 8 screens
WorkspaceFlow MapEvery step of a business flow with the records currently sitting in it, and every handover with how many of them got across.OpenRecordsFlow DefinitionsThe chains themselves. A template ships with the platform; a copy belongs to whoever made it.OpenRecordsFlow StepsWhat each step is backed by, and what "still in this step" means in the words the table itself uses.OpenRecordsFlow HandoversThe column that carries each link. Without one an edge can be drawn but not counted, and the map says so.OpenViewFlow SnapshotsThe shape of a flow on a given day, so a slide from 8% stalled to 21% is a record rather than a memory.OpenRecordsTest ScenariosAugmented data for a flow, made by calling the same routes the screens call rather than by inserting rows behind the application’s back.OpenRecordsScenario StepsThe call each step makes, with tokens for the parts that vary. {{ref:module/resource}} picks an existing record; {{prev.x}} takes it from the step before.OpenViewScenario RunsWhat each run created, and whether the flow’s handovers moved as a result.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Flow Map | Workspace | Every step of a business flow with the records currently sitting in it, and every handover with how many of them got across. | 0 | 0 | 0 |
| Flow Definitions | List | The chains themselves. A template ships with the platform; a copy belongs to whoever made it. | 7 | 8 | 0 |
| Flow Steps | List | What each step is backed by, and what "still in this step" means in the words the table itself uses. | 8 | 14 | 0 |
| Flow Handovers | List | The column that carries each link. Without one an edge can be drawn but not counted, and the map says so. | 6 | 9 | 0 |
| Flow Snapshots | Read-only list | The shape of a flow on a given day, so a slide from 8% stalled to 21% is a record rather than a memory. | 4 | 0 | 0 |
| Test Scenarios | List | Augmented data for a flow, made by calling the same routes the screens call rather than by inserting rows behind the application’s back. | 7 | 8 | 0 |
| Scenario Steps | List | The call each step makes, with tokens for the parts that vary. {{ref:module/resource}} picks an existing record; {{prev.x}} takes it from the step before. | 6 | 11 | 0 |
| Scenario Runs | Read-only list | What each run created, and whether the flow’s handovers moved as a result. | 9 | 0 | 0 |