Projects

A project corresponds to a folder or a container for organizing your workflows. They hold all the workflows created by the user, along with the configurations associated with the workflows inside an organization. It comes second (after organization) in the hierarchy of entities in Built.io Flow Enterprise.

Create a New Project

Once you log in to your organization, click on ‘+Add New Project’ to create a new project. In the ‘New Project’ dialog box that appears, enter a suitable name for the project that you want to create, and then click on ‘Create’. Since it an empty project, you will be prompted to add a workflow to your project. You can create as many projects as you want.

Built.io Flow Enterprise also provides a system-generated 'Default' project in your organization. You cannot edit or delete this 'Default' project.

Edit a Project

Only the owner/admin of the organization has rights to edit the project. 

To edit a project, locate the project that you want to edit. Now, click on the vertical ellipsis icon (or three tiny dots) in the top-right corner of your project, and click on ‘Edit’. You can edit the name of the project from here.

Clone a Project

You can create a copy of a project along with the workflows associated with it.

To do so, navigate to the project you want to clone. Click on the vertical ellipsis icon located at the top-right corner of the project folder, and select the ‘Clone Project’ option from the list of options that appear. 

This will immediately create a copy of the selected project. 

Note: All workflows inside the cloned project are inactive by default. You need to activate the workflows and provide relevant authorizations to use the workflows inside the cloned project.

Delete a Project

Only the owner/admin of the organization has rights to delete the project. 

To delete a project, locate the project that you want to delete. Now, click on the vertical ellipsis icon (or three tiny dots) in the top-right corner of your project, and click on ‘Delete’. Confirm delete action to permanently delete the project.

Working with Projects

Projects are divided in two sections:

1. Workflows

2. Configuration

Let us understand both the sections in detail: 

Workflows

ojects contain workflows. You can either create a new workflows or import workflows from library. 

1. Create new workflow

Click on the ‘Blank Workflow’ link to create workflows with ready-to-use actions and triggers.

2. Add workflows from Library

This section includes several pre-configured, ready-to-use workflows. Some of these workflows are added to the ‘Library’ by the Built.io Flow Enterprise admin, while others are added by the Built.io Flow Enterprise users. You need to import them to your account to start using them. Imported workflows are added to the 'Default' project in your organization.

3. Versioning

Whenever you make changes to your workflow and save it, a new version of your workflow is created. Built.io Flow maintains all the versions of your workflow.  This allows you to view the changes made by you in your workflow. You can also restore previous versions (i.e., make it the latest version).

The workflow versions maintain the timestamp and the name of account user. i.e., when was the workflow edited by the account user.

View Version History

To view a previous version, go to the required workflow. Now, at the top-right corner of your workflow canvas, click on the vertical ellipsis (or three tiny dots) placed beside the settings icon, and click on ‘Version History’. 

A new window will appear on your screen where you can see the list of all the previous versions with the timestamp when the workflow was created.

Rename Version History

To rename the version, hover on the version associated with the workflow that you want to rename, and click on the ‘edit’ icon. You can then rename the version as per your choice.

Restore Version History

From the list of versions that appear, click on a timestamp to restore an earlier version of the workflow, and click on the ‘Restore This Version’ link. This will restore the version of your workflow without changing the current configuration of the workflow. 

Note: Every version that is restored is saved as a new version.

Configuration

The 'CONFIGURATION' window includes all the configurations (such as parameters, authorizations, connections, triggers) used in the workflows of the project.

This section further consists of four subsections:

1. Parameters

2. Authorizations

3. Connections

4. Triggers

Let us understand all the subsections in detail:

1. Parameters

Parameters let you set key-value pairs for your workflows, thereby eliminating the need to enter a particular value over and over again. Parameters added to any workflows of your projects are visible here. You can add more parameters for your projects or remove existing ones. 

To add a parameter, click the ‘+’ icon, and add the key-value pair. 

Click on the vertical ellipsis icon (vertical three tiny dots) to view more options.

1. Mark as ‘Mandatory’

2. Set as ‘Password Field’

3. Delete

1. Mark as ‘Mandatory’: This option lets you mark the specified parameter as mandatory. For such parameters, Built.io Flow Enterprise, on executing a workflow, will check if the value of the parameter is available. If the value is not available, the workflow execution will not be completed successfully. So, if you mark any parameter as ‘mandatory’, it must have a value.

2. Set as ‘Password Field’: This option lets you mark the specified parameter as a password field, thereby hiding the value for the parameter. 

3. Delete: This option lets you delete an existing parameter.

2. Authorizations

Authorization is a process of granting Built.io Flow Enterprise the permission to perform certain tasks in third-party applications or services on your behalf. If you use any third-party activities (Gmail, Dropbox, Evernote, etc) in your workflows, Built.io Flow Enterprise will make authorized calls to those services on your behalf. Therefore, you need to first authorize Built.io Flow Enterprise to make these calls.

This section includes list of all the authorizations used in the workflows of this project. It also provides other details such as service name, workflow name, and actions in which these authorizations are used. You can add, test, edit, and delete your authorizations.

Test authorization

To test an existing authorization (i.e., check if the authorization is still valid and functioning), follow the steps given below:

Step 1: Go to Configurations > Authorizations

Step 2: Now, in the ‘Authorizations’ section you will find the list of all the authorizations that are associated with the added services.

Step 3: Locate the authorization you want to test, and click on the ‘Test’ icon given besides the authorization that is used in the workflow.

Edit authorization

To edit an authorization, follow the steps given below:

Step 1: Go to Configurations > Authorizations

Step 2: In the ‘Authorizations’ section you will find the list of all the authorizations that are associated with the services.

Step 3: Locate the authorization you want to edit, and click on the ‘Edit’ icon given besides the authorization that is used in the workflow.

Step 4: Once you have made the changes, click on 'Update'.

Delete authorization

To delete an existing authorization, follow the steps given below:

Step 1: Go to Configurations > Authorizations.

Step 2: In the ‘Authorizations’ section you will find the list of all the authorizations that are associated with the services.

Step 3: Locate the authorization you want to delete, and click on the ‘Delete’ icon given besides the authorization that is used in the workflow.

3. Connections

Connections work similar to authorizations. Few services require a bit more information than basic credentials for establishing a connection with Built.io Flow Enterprise. For example, to access the stored data in your FTP server, a connection is required. This section of configuration includes all the connections used in the workflows of this project. It also provides other details such as service name, workflow name, and actions in which these connections are used. You can add, test, edit, and delete your connections.

Test connection

To test an existing connection (i.e., check if the connections are still valid and functioning), follow the steps given below:

Step 1: Go to Configurations > Connections.

Step 2: Now, in the ‘Connections’ section you will find the list of all the connections that are associated with the added services.

Step 3: Locate the connection you want to test, and click on the ‘Test’ icon given besides the connection that is used in the workflow.

Edit connection

To edit a connection, follow the steps given below:

Step 1: Go to Configurations > Connections.

Step 2: In the ‘Connections’ section you will find the list of all the connections that are associated with the services.

Step 3: Locate the connection you want to edit, and click on the ‘Edit’ icon given besides the connection that is used in the workflow.

Step 4: Once you have made the changes, click on 'Update'.

Delete connection

To delete an existing connection, follow the steps given below:

Step 1: Go to Configurations > Connections.

Step 2: In the ‘Connections’ section you will find the list of all the connections that are associated with the services.

Step 3: Locate the connection you want to delete, and click on the ‘Delete’ icon given besides the connection that is used in the workflow.

4. Triggers

A trigger is some event that starts the workflow. By defining a trigger in a workflow, you inform that workflow to keep listening to that event.

This section lists all the triggers that are used in the workflows of the project. It provides you the service name associated with the trigger, event name, and the workflow name in which this trigger is used. You can edit or delete an existing trigger from here. 

Editing a Trigger

To edit an existing trigger, follow the steps given below:

Step 1: Go to Configurations > Triggers > Triggers.

Step 2: Here, you will find list of all the triggers associated with the service. Hover on the name of the trigger you want to edit and click on the ‘Edit’ icon that appears beside the trigger that is used in the workflow.

Step 3: When you click on it, it will open up the trigger configuration window where you can make your changes.

Step 4: Once you have made the changes, click on 'Save'. 

Deleting a trigger

To delete an existing trigger, follow the steps given below:

Step 1: Go to Configurations > Triggers > Triggers.

Step 2: Here, you will find list of all the triggers associated with the service. Hover on the name of the trigger you want to delete, and click on the ‘Delete’ icon given besides the trigger that is used in the workflow.