Flows Built-In Tool Steps FAQs

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.

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.

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.

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.

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.