Flow builder

Where a flow is assembled: what starts it, what it does, what it did last time, and who it belongs to. Four steps across the top, exactly like the approval template builder.

Menu path Automation → select a flow

Address https://hub.cnvconnect.com/automation/<id>

Permission none beyond seeing the module

Who uses it administrators, process owners

The screen

1. Header and steps — Back to the list, the flow identifier and name, and the four numbered steps: information, flow, run logs and settings. Test run fires the flow once with sample data; Suspended takes it out of service.
2. Save — publishes the change. The flow keeps running its previous version until you do.

Step 1 — Information

Name and description. Write the name so a colleague can tell what it does without opening it: Tasks · Notify when a task is assigned to you is a good example.

Step 2 — Flow

The logic itself: the trigger, any conditions, and the actions in order. Conditions keep a flow narrow ("only for the Operations department"), and are what stop an automation becoming noise.

Step 3 — Run logs

Every execution with its outcome. When a flow "does not work", this is the page that says whether it never fired, or fired and failed.

Step 4 — Settings

Ownership and error handling — including who to tell when the flow itself fails.

How to…

Build a flow safely

1. Create it, set the trigger and one action.
2. Use Test run and check the result.
3. Turn it on for a narrow scope (one department), watch the run log for a day, then widen it.

Diagnose a flow that is not firing

1. Open Run logs. No entries means the trigger never matched — check the conditions.
2. Entries with errors mean the action failed — the message says why (a missing recipient, a deleted record).
3. Confirm the flow is running rather than paused.

Notes

• Save publishes changes; a flow keeps running its previous version until you do.
• Suspending is better than deleting while you are unsure — the run history goes with the flow.
• Automations act as the system, not as you: a message sent by a flow is attributed to the bot, which is why Bots matters for anything that posts into chat.