Pre-Requisites

For this workbook, you should have your own environment with login credentials.

If you are using a Production environment, please take care with any existing processes.

You may also elect to use 30-day free Trial Org by visiting: https://azuqua.com/sign-up

Because this is an Integration product, we will encourage you to use freely-available applications within this material. Tools such as Twitter, Slack, and others are great products and typically allow you to sign-up for free!

Exercise 209-1 - A Basic Child Flow

Let’s do an easy example of a Function or Subroutine (a Helper Flow, in other words) …

Perhaps we are doing a Marketing campaign and want to reach only our Twitter followers in a particular location or area and are active.

NOTE: This Flow won’t be fully complete … we’re just demonstrating how to call a Child Flow.

To create this Child Flow:

Create a New Flow
Name the Flow: “209- 1 - Twitter - Location Match Child Flow”
Select “Child Flow” as your Event
Add “Username” and “Location” as the input fields
Select the Twitter >> Get User Profile Card
Add an If/Else card
- Conditions: Location = Location
- If true, return location_match = True (True/False)
- If false, return location_match = False (True/False)
Save the Card

Create a new Flow which calls the Child Flow:

Create a New Flow
Name the Flow: “209- 1 - Twitter Location Check”
Add an Assign Card
- Field: Location
- Value = “Seattle, WA”
- Field: Username
- Value = “azuqua”
Add a “Call Flow” card
Select the Flow: “209- 1 - Twitter - Location Match Child Flow”
Drag the Username and Location fields to the appropriate fields that appear

While this is a rather basic Child Flow, it shows how we can pass information back and forth easily!

Exercise 209-2 - Looping (the “For Each” Card)

Most Flowgrammers quickly learn the need for operations which “loop”. Let’s take an example of this …

Perhaps I have a list of contacts and I want to traverse this list and send an email to every person on that list. Within a Flow, this would be a “For Each” action.

Here, we’re going to do the following: Take a ;ist of contacts and traverse this list and send an email to people that match a criterial on this list.

Create new Flow
- Narrative: First, let’s create a new (Parent) Flow
- Use a “Construct” card to create a list of text (email addresses)
- Add four fields for email addresses and add them
  - jane@doe.com
  - john@doe.com
  - judy@gmail.com
  - joe@gmail.com
- Add a “List >> For Each” card to call the Child Flow
- Click the button to create a new Child Flow
- Drag the “list” output from the List >> Construct card to your “List >> For Each” card

Create the new Child Flow
- Now, let’s jump over to the Child Flow. The parent is not quite finished, but we need to configure and test our Child card
- Set the inputs
- In this case: Email address
  - This is an important key in working with Child Flows!
  - They come directly from the item that is being processed, so if the object you’re processing has field X and Y, you’ll need to add those here.
- We want to send email to people on this list, so we’ll take each email - one at a time - and do something with them.
- Step 1: Add a “Text >> Find” Card
  - Add the Text >> Find Card
  - Look In: email (Drag email over to this field)
  - Look for: “gmail.com”
- Step 2: Add a “Branching >> Continue If” card
  - Set “Value a” = “position”
  - Drag this from the output of the Text >> Find card
  - Set “Comparison” equal to -1 (value b)
  - NOTE This will filter out anyone with the “gmail.com” domain
- Step 3: Add a “Text >> Compose” Card
  - Craft a message that you’ll want someone to read
  - Drag the email field from the first card as the email
- Step 4: Add an email card
  - NOTE This depends on your email client. If you have Gmail, use the “Gmail >> Send Email” card!
  - For Testing, we suggest using your email in the “To” line
  - Add a Subject of your choice
  - Drag the output from the “Text >> Compose card”
- Save the child Flow and turn it on

Important: Note that this whole idea of child Flow is that you can do as many steps as you need on each item – one at a time.

Go back to the parent Flow and complete it … Note that the “email” field that we created in the Child Flow **now appears as an item in the “With the following values” section!

Make sure the Child Flow you created is selected
- e.g. “209-2 - Looping - Child Flow”
- Select the email drop-down and choose “item”
Save the Flow
Run the Flow

Your Flow should look as follows …

Now run the Flow and make sure you’re getting the correct output.