Introduction to Automation
A flow is a series of components that work together to perform a task. It can be used to automate many functions in Qrvey Composer, adding power and flexibility to your applications.
Component Types
Flows are built from the following components:
- Triggers - Events that initiate execution of a flow.
- Conditions - Filters that allow or prevent actions.
- Send Actions - Actions that send results to a user or process.
- Data Actions - Actions that access or update data.
For example, you can create a simple Flow to send (action) an alert email when a new survey response is received (trigger). Alternatively, you can send a follow-up survey (action) when a new response is received (trigger), but only if the respondent is from the U.S. (condition).
Create a Flow
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To create a Flow, select Automation from the left-hand menu and then select Create New Flow.
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Give your flow a name, then drag one of the triggers onto the Add a trigger to start area.
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After adding the trigger, drag and drop a condition or an action under the new trigger area.
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Configure the Triggers and Conditions that you dragged onto the workflow workspace.
All changes are saved automatically as you build your flow.
Activating a Flow
When you have finished building your Flow, select the Activate button in the upper-right corner to make it operational.
A message confirming that your flow is active appears.
When your Flow is active, the Activate button is replaced with a Pause button, which can be used to suspend the Flow at any stage.
Flow Activity Log
Each Flow keeps a log of all its activities, including any changes made by creators and each time the Flow triggers. To investigate your Flow performance, review the activity log for detailed information about its activities, errors, and events.
To access the activity log, select the Activity link in the top blue toolbar. The activity log can be searched and filtered to make finding relevant events easier.
Use the Refresh button to fetch new activity log events.
