Creating Flows

Flows contain all the logic required to analyze data.

They are made up of a series of concatenated tasks, and can be exported and imported as RBT files.

Each flow belongs to an environment.

You can:

  • start working on a flow from scratch

  • import a flow and continue working on it.

Useful icons

To browse through flows, open them, and create new ones, you need to get familiar with the following buttons:

Button

Name

Purpose

Explore Resources

Located in the top-left corner of the stage, clicking this icon opens Explorer panel, where you can browse through your flows and resources, like the environment’s remote connections, and database and filesystem connections.

Flow filter

Located within the explorer pane, when selected, only flows and environments are displayed.
When unselected, other resources such as database and filesystem connections are also displayed.

Plus

Located within the explorer pane, hovering this icon allows you to perform different operations, depending whether the View filter is selected or not, different options are available.

  • When the slider is selected, you can:

    • Create a flow

    • Import a flow

    • Create an environment

  • When the slider is not selected, you can perform the following operations:

    • Create a flow

    • Import a flow

    • Create an environment

    • Add a new repository

    • Add a new vault

    • Add a new macro

    • Add a new filesystem

    • Add a new database

Procedure

  1. Click the Explore resources icon to open the Explorer pane.

  2. Hover over the Plus button.

  3. Select Create flow.

  4. Enter a unique name for your flow.

  5. Click Create.

You can set specific permissions for every single flow. To find out more, go to the Permissions page.

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