The Flows page displays the flows to which you have access and lets you create, review, and manage them. A flowis an object for bringing together and organizing the datasets, recipes, and other objects that you use to generate your results.
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- To create a new flow, click Create Flow. To rename the new flow, click the
Untitledvalue at the top of the page. See Create Flow Page.
- You can also access the flows that have been shared with you.
You can hover over the shared icon link next to the flow to view the name of shared users (up to three shared users) and the total number of shared users. Also, when you click the shared icon link, the share dialog is displayed.
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- To work with pre-defined templates, click Templates. The templates dialog is displayed.
- From the templates dialog, select the required template that matches your use case. For more information on these templates, please visit https://www.trifacta.com/templates.
The template is opened in Flow View.
For more information, see Start with a Template.You can organize your flows into folders. A folder is simply a container for your flows. To create a folder, click Create. Then, select Create Folder. For more information, see "Flows" below.
All flows tab
This tab includes all flows accessible to the user, either as owner or collaborator.
Owned by me tab
This tab contains the flows that you have created.
Name: The name of the flow.
Click the flow name to review the flow, its datasets, and its recipes. See Flow View Page.
- Owner: Indicates the user who is the owner of the flow.
- Contains: Count of datasets and recipes in the flow.
- Last Updated: Timestamp for the last time that the flow was modified.
Create: From the Create menu, choose to create a flow or a folder for holding flows.
For more information on creating a flow, see Create Flow Page.
For more information on folders, see "Folders" below.
Import: From the context menu, select Import Flow to import a flow into this instance. See Import Flow.
Tip: You can import multiple flows (ZIP files) through the file browser or through drag-and-drop. Press
COMMAND+ click or
SHIFT+ click to select multiple files for import.
Search: To search flow names, enter a string in the search bar. Results are highlighted immediately in the Flows page.
- Sort: Click a column header to sort the display by the column's entries.
The following options are available on the right side of a flow's entry:
Share: Enable other users to collaborate on your flows with you or create copies of your flow for their personal use. See Share Flow Dialog.
- Rename: Change the name and description of the flow.
- Schedule: To add a scheduled execution of the recipes in your flow:
- Email notifications: Configure types of jobs that generate success or failure emails and who receives the messages. See Manage Flow Notifications Dialog.
- Duplicate: Create a copy of the flow. The copied flow is owned by the user who copied it.
- Move: Move the flow to a new or existing folder. See "Folders" below.
- Export: (Available to flow owner only) Export the flow from
. For more information, see Export Flow.
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Delete: Delete the flow.
Deleting a flow removes all recipes and related objects contained in the flow. If copies of these objects exist in other flows, they are not touched. Imported datasets are not deleted by this action.
For flows that have been shared with you, this command removes your access to them. To regain access, the owner of the flow must share it with you again.
Shared with me tab
If other users have shared flows with you, you can access them through the Shared with Me tab. Available options are very similar to the Owned by Me tab.
When a flow is shared with you, you are a collaborator in the flow. There are a few restrictions on how you can interact with a shared flow and its assets. See Overview of Sharing.
You can use folders to organize your flows. For example, you can use folders to group flows by project, by source of data, or by other meaningful grouping.
Moving a flow to a folder
- Each flow in a folder is an independent object. Permissions can vary between flows in a folder and should be reviewed after adding them.
- You can only move flows that you own.
- You cannot create nested folders.
- You cannot share folders or modify permissions at the folder level.
- Folders cannot be exported and imported.
To create a folder, click the Create button. Then, select Create Folder. Enter a name and description for the folder. These values appear in the application. Click Create.
Tip: When you move a flow, you can optionally choose to create a new folder for it.
- To move a flow to a folder, select Move from the context menu on the right side of the screen for the flow.
- To move the flow, select the name of the flow. Click Move.
- To search folder names, enter your search string in the Search textbox.
- To move the flow into a new folder, click Create new folder. Enter a meaningful name and description for the folder. Select Move to new folder.
To delete a folder, select Delete Folder from the context menu on the right side of the screen.
This step deletes the folder and all flows within it. This step cannot be undone.
For folders, the following options are available in the context menu.
- Import flow: Import the exported flow to
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- Edit Folder name and description: Change the name and description of the folder.
Delete Folder: Delete the folder and all flows within it.
Deleting a folder also removes any flows within it. This action cannot be undone.