Flows Built-In Tools Steps Frequently Asked Questions
- How do I add a Tool step to my Flow?
- What is the Filter Row Elements Tool step used for?
- How does the Iterator Tool step work?
- When should I use the Aggregator Tool step?
- How do I set up branching logic with the Router Tool step?
- What is the purpose of the Table Lookup Tool step?
How do I add a Tool step to my Flow?
Click the “+” icon in the Flow editor, then choose the “Tool” option. From the list, select the desired tool step and configure its settings.
Additional Notes: Some tool steps, like Iterators, may require additional steps or configurations to work correctly.
What is the Filter Row Elements Tool step used for?
The Filter Row Elements Tool step allows users to refine a list of records based on specific criteria, such as filtering by date, status, or other field values.
Note: This step is useful when you need to narrow down a large dataset to specific records for further processing.
Learn more about this tool here: Filter Row Elements Tool
How does the Iterator Tool step work?
The Iterator Tool loops through a list of items retrieved in a previous step, allowing you to process each record individually. For example, you could send an email notification for each record in the list.
Note: Iterators are commonly used after “Search for Multiple Records” actions.
Learn more about this tool here: Iterator Tool
When should I use the Aggregator Tool step?
Use the Aggregator tool step to combine multiple records into a single list for bulk processing, such as inserting data into an external system like Google Sheets in one action.
Note: Aggregators can help optimize Flows by reducing the number of steps needed for bulk operations.
Learn more about this tool here: Aggregator Tool
How do I set up branching logic with the “Router” tool step?
You can add a Router step to your Flow, then define conditions for each branch (e.g., status is “In Progress” or “Completed”). Then, you can configure the actions for each branch according to your workflow requirements.
Note: Multiple branches can be set up to accommodate complex decision-making within your Flow.
Learn more about this tool here: Router Tool
What is the purpose of the “Table Lookup” tool step?
The Table Lookup tool step enables data transformation and dynamic calculations after a record search. For example, you can use it to calculate totals or convert data formats.
Note: This step is ideal for more advanced data manipulation scenarios.