Use Automation Process with 2 how-to topics, both available without membership; you can start from a flow template or create a blank flow for custom setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create an Automation Process from a Flow Template | Free |
| 2 | 2. Create an Automation Process from a Blank Flow | Free |
How-to Guide
1. Create an Automation Process from a Flow Template
Entry path: Open the target multi-dimensional table → Automation Process at the upper-right area → Flow Template tab
- Open the target multi-dimensional table and click Automation Process at the upper-right area.
- Select the Flow Template tab.
- Choose the preset flow template you want to use.
- Adjust the template parameters for your current business scenario.
- Click Save and Enable to finish creating the flow.
Success Criteria
- Interface result: The new flow appears in the Automation Process list.
- What you can do next: You can continue to edit the flow or review its execution status.
Tips While Using
- Common mistake: Enabling a template before adjusting its parameters may cause a mismatch with the current table setup.
- Environment note: It is recommended to save and enable the flow with a stable internet connection.
2. Create an Automation Process from a Blank Flow
Entry path: Open the target multi-dimensional table → Automation Process at the upper-right area → Flow Management tab → Create Blank Flow
- Open the target multi-dimensional table and click Automation Process at the upper-right area.
- Select the Flow Management tab.
- Click Create Blank Flow.
- Set the trigger conditions.
- Set the actions.
- After confirming the configuration, click Save and Enable at the upper-right area.
Success Criteria
- Interface result: The new flow is saved and shown as available.
- What you can do next: You can return to the flow list to review, edit, or test later execution results.
Tips While Using
- Common mistake: Trigger conditions that are too broad or too narrow may cause the flow to run too often or not run at all.
- Environment note: Confirm that the target fields, record structure, and follow-up actions are ready before creating the flow.