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  • Connected Accounts
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  1. Studio
  2. Integrations
  3. Flows
  4. Flow management
  5. Flow Canva: configuring and editing the flow

Flow Settings

PreviousExample: Multicontext with a Time TriggerNextTriggers of a flow

Last updated 5 months ago

In this area, you can perform additional configurations, such as editing and deleting connected accounts, creating, editing, and deleting variables, modifying execution settings, creating alerts at different stages of flow execution, and setting preferences.

By clicking the "Settings" button in the Flow's Top Menu, the screen displays five tabs:

Below are the details of each tab's settings:

Connected Accounts

This is the main place for maintaining your accounts, which can be used in any module or flow. Here you can connect accounts or view, edit or delete accounts already connected, separated by authentication type.

All accounts

In this tab, you will find the accounts you have previously authorized. To view them, simply choose the type of connectivity and the type of authentication (variable according to the previous choice).

When there are previously registered connected accounts, they will appear below, indicating the account name and type, as well as the edit and delete options.

Add account

You can add a connected account from this area. To do this:

  1. Select the connectivity type and authentication type.

  2. Note that the "Add account" option will then be active for you to click on.

  3. After clicking "Add account", a window will appear for you to fill in.

  4. Finally, click on "Create account".

Manage flow accounts

In this tab, you can manage the connected accounts for the current flow.

New account

Select a new connected account for the current flow. To do this, simply click on the checkbox and choose the appropriate option.

Finally, click on "Save changes".

Manage accounts

To edit or delete a previously registered connected account, click on "Manage accounts". You will then be shown a modal for choosing the type of connectivity and the type of authentication. If there are previously registered connected accounts, they will be shown just below the fields. In this area you can also add a new connected account.

Variables

Here you can view, create, edit and delete flow, integration or context variables, which you can use in the same flow or in different flows of the same integration, avoiding unnecessary repetition and facilitating data manipulation.

A practical example would be to create a flow variable designed to fill in the email field. This would avoid the need to type it in repeatedly if we needed to use it in several operations within the same flow.

Flow variables can only be used within the flow in which they were created.

The same example can be done on the Integration tab, except that in this case the same variable can be used by any integration flow. On the Context tab, you will create variables that change according to the context.

Add variable

To add a variable, simply click on "Add variable".

A modal with the following fields will then appear on the screen:

  • Name;

  • Description

  • Type;

  • Sensitive data;

  • Value.

Fill in the fields and then click on "Save information".

Execution settings

In this tab, you can configure the flow executions:

Execution settings

  • Maximum execution time: Some flows can be long, with multiple calls, and last several minutes or even days. The value here sets the limit for stopping the flow and marking it as "failed", preventing it from getting stuck at any step. To set it, select the number and time measure (minutes or hour) you want.

  • Execute flow synchronously: causes the flow to be executed synchronously, i.e. simultaneously.

  • Disable execution log: disables activity logging during flow execution

  • Maximum number of simultaneous executions: determine the number of simultaneous executions. You can choose between 2 and 100 executions.

Component execution settings

  • Maximum component execution time: To configure this, select the number and measure of time (minutes or hour) you want.

  • Number of attempts: set how many attempts to run the component.

After making any changes, simply click on "Save changes".

Flow alerts

Alerts

Completion alerts send messages in the following situations:

  • Flow started: as soon as the flow is started;

  • Flow completed: after the flow has been successfully executed;

  • Failure: in the event of a failure in the execution of the flow;

  • Timeout: if the flow exceeds the maximum execution time.

To select or remove a selection, simply click on the desired item.

Log settings

  • In this section, there are two exclusive options for configuring the Log module and the Exception Handler:

  • Syslog: enter the server URL

  • Logs email: enter the email address that should receive the emails containing the logs for each Log module run.

These settings are only valid for the flow you are editing, and you need to add this setting to each of your flows, according to your needs.

Preferences

In this area, you can configure your visualization preferences. There are two grid options: points (default) and lines.

After making any changes, simply click on "Save changes".

When you access it, note that the configuration of connected accounts is divided into two tabs: and .

Find out more about editing and deleting connected accounts .

Learn more about the types of connectivity and authentication .

Find out more about manage connected accounts .

Find out more about Multicontext Flows .

Isolate on execution: Read more in the article "".

In this area it is possible to configure alerts, and it is divided into and .

here
here
here
here
Isolated in execution: concept and application in variables
All accounts
Manage flow accounts
Alerts
Log Settings
Connected Accounts
Variables
Execution Settings
Alerts
Preferences