Flowchart

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Flowchart
Flowcharts represent processes, algorithms, or step-by-step solutions graphically.
Overview
A Flowchart is a graphically representation of the process, algorithm or the step-by-step solution of the problem. The Flowchart widget replaces and improves the previous Workflow widget.
In contrast to the previous Workflow widget, which was dependent on workflow settings, the Flowchart is independent and can manage different steps.
Flowchart can be used via the following procedures:
1.Create steps
2.Build flowchart diagram from the steps
3.Complete each step.
Manage steps
In the Flowchart diagram, each box represents a step. To manage a list of steps, click Manage steps or Add step.
Additionally, you can save the steps and have them loaded automatically on new records by using the Save as default function.
Step fields
A step contains the following fields:
Name - Name of the step, use letters and number only
Description - the description of the step, or instructions
Parent - the parent of the step. Choose a step from the previous workflow to connect two workflows
Shape - The shape of the node. Learn more at https://mermaid-js.github.io/mermaid/#/flowchart?id=node-shapes​
Color - the color of the box
Condition - the condition leads to the current step, letters, and numbers only. The condition will be added to the arrow between two boxes in the diagram.
Redirect To - redirect back to a previous step, this can be used to create a repeat loop
Action - the action to complete the step. You can create more than one actions.
Name - Name of the action
Action - The action to perform
Parameters - Additional parameters to provide
Protocol - the protocol to guide the step. This protocol can be any record created and will be included in the box.
Add step
Click Add step button to add a new step. Click Manage steps first if you don't see the Add step button.
Edit step
Click Edit button of a step to edit a step.
Delete step
Click Delete button of a step to remove a step.
Move step upward or downward 
Drag and drop the move icon to move a step upward or downward.
Step actions
The following is a list of supported actions.
OPENLINK, Open an URL.
OPENSECTION, Open a section in the new tab.
EXECUTEWORKFLOW, Execute a workflow.
Use case:
1.Open a link: 
{'action': 'OPENLINK', 'parameters': 'https://www.xxx.com'}
2.Open a Gmail: 
{'action': 'OPENLINK', 'parameters': 'https://mail.google.com/mail/?view=cm&fs=1&[email protected]&su=SUBJECT&body=BODY&[email protected]'}
3.Open form to create a new sample: 
{'action': 'OPENLINK', 'parameters': '/form/rows/experiments/0/?d0RLUmZpZWxkc19kaXNhYmxlZHlIUVo_=is_archived'}
4.Add an notification: 
{'action': 'OPENLINK', 'parameters': '/form/settings/notifications/0/?d0RLUmZpZWxkc19kaXNhYmxlZHlIUVo_=is_archived'}
5.Execute a workflow (create 5 vials):
{'action': 'EXECUTEWORKFLOW', 'parameters': 'ehkn0a40x1glqvAFKP'}
Flowchart diagram
To view the flowchart diagram, click Show diagram. Follow the diagram to work on and complete each step.
Build flowchart
You can build a flowchart from the steps by clicking the Build flowchart button. If you have updated the steps, you can also click the button to rebuild the diagram.
View step card
To view the details of a step, click the box in the flowchart diagram. A card will display the details of the step.
Navigate steps
Click Prev or Next button to navigate between previous step and the next steps.
Complete step
To complete a step, click the Complete button on the step card. In the diagram, the completed step is also shown in green. The user information and DateTime will be directly documented. Following completion, the next steps will be displayed.
Undo complete
Click the Undo button to undo the completion.
Perform step action
The step card will display an action button for each step action configured. To perform the step action, click the button.
Configure
Diagrams and step cards can be configured to display at a specific width. To update the settings, click Configure.
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Last modified 8d ago
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Outline
Move step upward or downward