Workflow Automation: Flow Publishing and Automatic Imports
Use Flow Publishing and Automatic Imports when you want to share your flows with other GlobiFlow users. Keep in mind these flows must all be in the same Workspace. Actions referencing other workspaces will not move over.
As the creator of the Flows, you will be responsible for flow-specific support questions. You must set your contact information on the Account page before you can publish flows.
Publish Flows
First, as the Publishing User, share a Podio App or even a Podio Workspace to the Podio App Market
Next, Publish Flows from your Workflow Automation account
A pop-up box will appear and list the flows published. Use the scroll to check that all flows were published correctly.
Note: Not all flow settings can be imported, so you will be presented with some warnings upon publishing that your end users will see upon importing the flow, as shown in the screen shots below.
NOTE: Once Published, an Importing User who downloads the App from the Marketplace will receive the Published Flows upon their Refresh from Podio. You can re-publish flows if you have made changes, but those changes will only be reflected for new app installs. GlobiFlow will never touch/update a flow that’s already been imported.
Manage Flows
To Manage Flow Templates as the Publishing User, click the link from the main Account page.
This page will show all Published Flows, the Name and App where the original flow is located and the date of publish.
Highlighted Flow Names will take you directly to the Original Flow in the Flow Tree and App Names to the Shared App in the Marketplace. If the Original Flow or App Name are no longer highlighted, it has been deleted or no longer shared in the Market. You can safely delete any flow template no longer required for sharing.
Automatic Import
First, as the Importing User, install the App(s) from the Marketplace
Next, login to the Workflow Automation account where flows need to be imported and complete a Refresh from Podio. This will first refresh the Flow Tree and then import any new Flows associated with the Apps in the Tree.
Any Imported Flow that require an Integration, Authorization or set User Field will be imported as Deactivated and show an Error at the top of the My Flows Page.
Click the Flow Name to open the flow. The Error message at the top will instruct you on what fields to set.
Switch Flow to Enabled and SAVE to continue.
The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.
DIESER DIENST KANN ÜBERSETZUNGEN ENTHALTEN, DIE VON GOOGLE BEREITGESTELLT WERDEN. GOOGLE LEHNT JEDE AUSDRÜCKLICHE ODER STILLSCHWEIGENDE GEWÄHRLEISTUNG IN BEZUG AUF DIE ÜBERSETZUNGEN AB, EINSCHLIESSLICH JEGLICHER GEWÄHRLEISTUNG DER GENAUIGKEIT, ZUVERLÄSSIGKEIT UND JEGLICHER STILLSCHWEIGENDEN GEWÄHRLEISTUNG DER MARKTGÄNGIGKEIT, DER EIGNUNG FÜR EINEN BESTIMMTEN ZWECK UND DER NICHTVERLETZUNG VON RECHTEN DRITTER.
CE SERVICE PEUT CONTENIR DES TRADUCTIONS FOURNIES PAR GOOGLE. GOOGLE EXCLUT TOUTE GARANTIE RELATIVE AUX TRADUCTIONS, EXPRESSE OU IMPLICITE, Y COMPRIS TOUTE GARANTIE D'EXACTITUDE, DE FIABILITÉ ET TOUTE GARANTIE IMPLICITE DE QUALITÉ MARCHANDE, D'ADÉQUATION À UN USAGE PARTICULIER ET D'ABSENCE DE CONTREFAÇON.
ESTE SERVICIO PUEDE CONTENER TRADUCCIONES CON TECNOLOGÍA DE GOOGLE. GOOGLE RENUNCIA A TODAS LAS GARANTÍAS RELACIONADAS CON LAS TRADUCCIONES, TANTO IMPLÍCITAS COMO EXPLÍCITAS, INCLUIDAS LAS GARANTÍAS DE EXACTITUD, FIABILIDAD Y OTRAS GARANTÍAS IMPLÍCITAS DE COMERCIABILIDAD, IDONEIDAD PARA UN FIN EN PARTICULAR Y AUSENCIA DE INFRACCIÓN DE DERECHOS.
本服务可能包含由 Google 提供技术支持的翻译。Google 对这些翻译内容不做任何明示或暗示的保证，包括对准确性、可靠性的任何保证以及对适销性、特定用途的适用性和非侵权性的任何暗示保证。
このサービスには、Google が提供する翻訳が含まれている可能性があります。Google は翻訳について、明示的か黙示的かを問わず、精度と信頼性に関するあらゆる保証、および商品性、特定目的への適合性、第三者の権利を侵害しないことに関するあらゆる黙示的保証を含め、一切保証しません。
ESTE SERVIÇO PODE CONTER TRADUÇÕES FORNECIDAS PELO GOOGLE. O GOOGLE SE EXIME DE TODAS AS GARANTIAS RELACIONADAS COM AS TRADUÇÕES, EXPRESSAS OU IMPLÍCITAS, INCLUINDO QUALQUER GARANTIA DE PRECISÃO, CONFIABILIDADE E QUALQUER GARANTIA IMPLÍCITA DE COMERCIALIZAÇÃO, ADEQUAÇÃO A UM PROPÓSITO ESPECÍFICO E NÃO INFRAÇÃO.
