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 EntityUse EAGenerateEntityFromEntityAction to create one record automatically from another.💡Entity Flow ExamplesWorked examples that show entity flows solving real scenarios.❓Entity Flow FAQFrequently asked questions about building and running entity flows.