Entity Flows
Entity Flows let you automate the system's reaction to everyday actions — saving, editing, revising a record — without writing any code. They put capabilities that used to belong to developers into the hands of consultants and support staff: generate one entity from another, import data straight from Excel or a SQL query, and much more. Start with the introduction, then work through the examples and FAQ as you build your own.
Learn & Reference
Introduction to Entity FlowsWhat entity flows are, when they trigger, and how to create one — no programming required.Importing Data from Excel or QueriesPull data into the system straight from an Excel sheet or a SQL query using an entity flow.Generate Entity From EntityCreate a record automatically while another one is saved; DeleteRelatedEntityAction removes it again.Entity Flow ExamplesWorked examples that show entity flows solving real scenarios.Why an Entity Flow Did Not RunThe header settings and timing traps that stop a flow silently, checked in the order the system checks them.Entity Flow FAQFrequently asked questions about building and running entity flows.
The Full Catalogue
Everything above teaches you how entity flows work. When you know what you want to build and just need to find the flow that does it, go to the catalogue: every flow the system ships with, grouped by module, with its parameters and what it does to a record.