Data Flows provide a streamlined way to group Data Actions and trigger them using an Action button on a Board. This article explains how to create and configure Data Flows effectively.

Before you begin

Data Flows are sets of Data Actions grouped into a single configuration. Once created, they can be triggered from a Board using an Action button. This allows users to run multiple Data Actions with a single click.

To run a Data Flow from a Board, you must have permission to perform each individual Data Action in the flow.

Supported Data Actions

At this time, Data Flows supports only Metric to Metric import and List-to-List import from Pigment.

Data Flow execution order

Data Flows supports two types of Execution Mode:

• Parallel: runs all Data Actions at the same time, independently of each other.
• Sequential: runs Data Actions one after another, in a predefined order. If a previous step of the Data Flow impacts the source of a Data Action (for instance through a formula), the Data Action waits for the Data source to be updated before starting.    

Create a Data Flow

To create a Data Flow:

1. Select the three-dot menu and choose Data Flows, or go to All Settings then Data Flows.
2. Select Create a Data Flow.
3. In the Details section, add a name and description:
   • Use the Name field to identify the Data Flow in the list.
   • Use the Description field to explain what the Data Flow does and the business logic it follows.
4. In the Execution section, select between Parallel and Sequential. If you select Sequential, you can specify the behavior in case of failure:
   • Stop the Data Flow: if a Data Action fails, the remaining Actions are not executed. They are marked as Skipped in the Data Flow report.
   • Continue with next Data Actions: if a Data Action fails, the remaining Data Actions are still executed.
5. In the Data Actions section, define the actions the Data Flow should run:
   • Select Add action to add one or more Data Actions.
   • Choose the Target Block and Configuration from the dropdown menus.
6. Select Save.

View or edit a Data Flow

All configurations are stored in the Data Flows overview, and each one is specific to an Application.

To view or edit a Data Flow:

1. In your Application, open the three-dot menu and select Data Flows, or go to All Settings then Data Flows.
2. From the list, you can:
   • Select Show details to review a configuration.
   • Select the Edit icon to make changes.
   • Use the list item’s three-dot menu, then select Duplicate to create a copy of the configuration.

Trigger a Data Flow from a Board

You can run a Data Flow from a Board using an Action button:

1. Go to a Board.
2. Select Edit, then + Add a widget.
3. Choose Action.
4. Select Trigger Data Flow, then select the configuration from the dropdown.
5. Choose Card or Button for the widget format and add a Title, optional Description, or Button label.
6. Select Add to board.

Once added, any Member with the required permissions can trigger the Data Flow directly from the Board.

View Data Flow History

To view a history of executed Data Flows:

1. Go to an Application.
2. Select History from the sidebar.
3. Under All Actions, select Data Flows from the dropdown to view execution history.