Creating a custom action in Flow Designer allows you to build reusable logic blocks for your flows. Here's a straightforward guide on how to do it.
To create a custom action in Flow Designer, you generally need to access the Flow Designer environment and follow these key steps:
Steps to Create a Custom Action
Follow these steps to define your own reusable action:
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Access the Action Creation Interface:
- First, you'll need to open your flow within Flow Designer or access the Action creation interface directly.
- Once inside Flow Designer, navigate to the Actions tab. This tab lists existing actions and provides options for creating new ones.
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Initiate New Action Creation:
- Within the Actions tab, locate and click the "+ New Action" button. This action opens a new window or interface where you will define your custom action.
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Name and Describe Your Action:
- Provide a clear and descriptive name for your action. This name will help you and other users identify its purpose easily when selecting actions in a flow.
- Add a detailed description explaining what the action does, its intended use, and any important considerations. A good description is crucial for usability and documentation.
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Define Inputs and Outputs:
- This is a critical step where you determine how your action interacts with the rest of the flow.
- Inputs: Define the data points or parameters that your action requires to perform its task. These become data pills you can map from previous steps in a flow.
- Outputs: Define the results or data that your action will produce upon successful execution. These outputs will be available as data pills for subsequent steps in your flow.
- Defining inputs and outputs correctly ensures that your action can receive necessary data and pass relevant results to other actions or logic within the flow.
After these initial steps, you will then build the core logic of your action using steps like scripting, lookups, integrations, etc., but the process of defining the action's shell begins with these four foundational steps.
Custom actions are powerful because they allow you to encapsulate complex processes or interactions with external systems into a single, manageable step that can be reused across multiple flows, promoting efficiency and consistency.
