Creating a Custom Workflow

This document outlines the process of building a custom flow from scratch. It guides you through each step required to successfully configure and manage your flow, ensuring optimal performance and control over your data and its processing.

Step 1

Begin by navigating to the Manage Flows section.

Step 2

Select Create a Flow. A configuration window will appear, prompting you to enter key details. Start by providing a name for your flow.

Step 3

Assign a name to your flow, such as "My Flow." Next, select the appropriate use case.

Step 4

Choose a use case that specifies the type of data the flow will process. For example, selecting the Onboarding use case optimizes the flow for receiving onboarding data. Note that the use case cannot be changed once set, so ensure your selection is accurate.

Step 5

For this example, select the Onboarding use case. Add a description for your flow, such as "My Flow Description," then proceed by clicking Continue.

Step 6

Upon continuing, the flow table will refresh, displaying the newly created flow. Select the View icon corresponding to your flow.

Step 7

Access the flow dashboard, which serves as the command center for your flow. The Overview tab presents all activities within this flow, while the Cases tab shows events flagged for manual review.

Step 8

A dedicated section allows you to view all cases across your flows at once. The Flow Settings tab is where you configure your flow, set up webhooks, and obtain your ingest and backfeed URLs.

Step 9

You can find more detailed instructions in our additional video on sending events to your flow. Before building rules, configure the final decision that determines how outcomes are represented, such as marking an event as pending, blocked, or allowed based on its score.

Step 10

If configuring the final decision from this location, select the Manage Decision button in the top right corner. Adjust the slider to control how the system handles events entering the flow.

Step 11

Set up your retention period for data preservation and specify the number of events to trigger complex behavior analysis on your data.

Step 12

Proceed to build your logic by selecting the Manage Rule button in the top right corner. This will direct you to the rule canvas for setting up your rules.

Step 13

Click the Add New Rule button. Provide a name, description, and rule score, then configure a simple condition, such as checking if the event occurs during the weekend.

Step 14

Set the condition to evaluate if the event occurs on the weekend. If true, the event will be assigned the specified rule score and type. Thank you.