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A flow is an automation that Doris runs for you. A trigger starts it. Then it does a sequence of steps, for example: find a deal, write a summary, and notify the deal owner. Open Flows in the sidebar. It has two pages:
  • All flows is where you build flows and manage them.
  • Flow runs shows each run of each flow.

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Flow scopes

Every flow has one scope. The All flows page shows one card for each scope.

Personal

Flows that run for you. Any member can build and activate one.

Company

Flows shared across your company. Only an admin can build and activate one.

System

Doris-managed flows. The list shows if each one is on for your workspace. You cannot edit them.
A card also shows your unfinished builds, for example “2 drafts”. Select it to continue a draft or to discard it.

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When a company flow covers a personal flow

Two flows that you build from a description never cover each other. Both run. A company flow can cover a personal flow only when both come from the same template. Then the company flow runs and the personal flow stops. Doris keeps the personal flow’s settings. The personal flow shows the Covered status.

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Find a flow

1

Open a scope

On All flows, select Personal, Company or System.
2

Filter the list

Use the filters Scope, Status, Trigger and Output. Status is Active or Disabled.
3

Read the row

Each row shows the flow’s trigger, its output, its schedule, its run count and its status: On, Off, Covered or Shadow.
4

Open the flow

Select the row to open the flow’s page. It shows the trigger and a diagram of the steps.

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Manage a flow

The flow’s page has these controls:
  • Test runs the flow safely against a recent example. Nothing is written and nobody is notified.
  • Run now starts a run at once. Only schedule flows have it.
  • Customize steps opens the flow on the canvas, so you can change it with Doris. See Flow builder.
  • The on/off switch turns the flow on or off. A system flow shows “Doris-managed” instead.
You can delete a personal flow that you own. Only an admin can delete a company flow.

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Check a flow’s runs

1

Open Flow runs

Select Flow runs in the sidebar.
2

Filter the runs

Filter by flow, or by status: Completed, Running, Failed or Pending.
3

Expand a run

Select a run to see each step and what it produced.

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Control your alerts

Each row on All flows has an alerts control. Select it to open Alerts.
  • My alerts has three choices: Off, In app and In app + email. Email is sent only when the in-app alert is on.
  • Team alerts is a switch for alerts about your team’s records. Only sales managers see it.
  • If the flow posts to Slack or Teams, the control shows “Also posts to” and the channel names. You cannot change channels here. A channel belongs to the step that sends to it. See Slack & Teams notifications.

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Versions and rollback

Each activation publishes a new version. On the flow’s page, open the version control. It shows the current version, for example “v3”, and the earlier versions. To roll back, select an earlier version. The dialog asks “Roll back to version N?”. Select Confirm rollback. Future runs use that version. A run that already started keeps its version.

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Request a flow

If you want a flow but do not want to build it, select Request a flow on All flows. Give a Title and Details. The Doris team scopes the request.