Creating self-service flows

Last Updated : Sep 25, 2024 |

About this task

Create a self-service flow to add Automation to your workflow. You can create a new output variable such as refNumber, which is a 10-digit mortgage reference number, to make it available in a self-service flow. The workflow selects this output variable in the Output Variables section so downstream tasks can reference it.

The output variables support automation by passing the variable data to Orchestration. Output variables you receive from Automation are also the cache variables that you can use in downstream tasks such as REST API.

You can change the value of an output variable in a self-service flow using the operations task. You can use the available operations to perform a function on the variable. The value of the new output variable is stored in the cache in the current self-service flow. For example, if the self-service flow receives an output variable value from Orchestration, you can use the assignment operation to override this value with a new value.

Before you begin

Ensure to log in to Workstream Automation as an account administrator.

Procedure

In the navigation tree, click Self-service Flows.
On the Self-service Flows page, you can do the following:
- Create a new self-service flow.
  
  For more information, see Creating a new self-service flow .
- Locate the required self-service flow and click .
Click the Flow creator tab.
At the top of the canvas, click Variables.
Create the refNumber variable.

For more information on creating a Variable in a self-service flow, see Creating a variable in a self-service flow .
In the Flowcreator page, on the canvas area, add Operations and Transfer tasks.

For more information, see Adding a task .
To assign a value of a reference number to refNumber, do the following:
1. Click the Operations task.
2. In the Properties pane, click the Configuration field.
3. In the Operations window, click .
4. Select Assignment.
5. Assign the referenceNumber input to refNumber.
6. To save the changes, click .
  
  Automation shows the customer identifier in the list of identifiers you configured.
To save the self-service flow, at the top bar, click one of the following:
- Save Draft: To save the self-service flow as a draft.
- Save Version: To save the self-service flow as a new version.