Adding and Managing Actions in a Workflow
Adding an Action
To add an action to your workflow, do the following:
1. On the right side of the Workflow Editor, from the ACTIONS panel, under Services, expand a connector to display a list of available actions.
2. Drag one or more actions between 
and 
to the Workflow Editor.
and to the Workflow Editor.3. Connect to the first action to be executed, and then connect all subsequent actions until the last action is connected to .
to the first action to be executed, and then connect all subsequent actions until the last action is connected to . | Ensure that there is at least one valid path from to to save the workflow. |
4. Place the pointer on an action, and click 
or double-click the action icon. The action configuration window opens. This window consists of the following panels:
or double-click the action icon. The action configuration window opens. This window consists of the following panels:◦ The left panel provides the input parameters that the action uses to provide an output.
◦ In the right panel, the Input section provides the output of the previous connected action, and the Parameter section provides a list of parameters that are available.
5. Select the appropriate authentication scheme to authorize the ThingWorx Flow server access to the third-party service.
| | By default, the input form for any action shows the default authentication mode. However, if you previously selected an authorization or connection for any action in a workflow, the input form shows the last selected authorization or connection for any action under that connector for that particular workflow. |
6. Depending on the field type, use one of the following methods to enter input parameters in the form in the left panel:
◦ Type a value.
◦ Select a value from the list. Lists are populated from the external system to which the action is connected. In these cases, a valid connection or authorization must be configured to populate the list.
Click 
to see a list of values. You can also enter text in the field to filter the list, and then click 
as shown in the following figure:
to see a list of values. You can also enter text in the field to filter the list, and then click as shown in the following figure:
◦ Bind the input field to the output data returned from the previous connected action. Do either of the following to bind data:
▪ Place the pointer in the field in the left panel, and click 
next to the output of a previous action under the Input section or a parameter value under the Parameter section in the right panel.
next to the output of a previous action under the Input section or a parameter value under the Parameter section in the right panel.▪ Drag and drop an output of the previous action under the Input section in the right panel to the input field in the left panel.
Ensure that you bind the same data types. For example, S indicates a string field in the following figure:
7. After configuring the action, click Done.
8. Continue to configure all the actions in the workflow, and then test them. For more information on testing workflows, refer to Testing Flow Execution.
Connecting Two Actions
After you connect two actions, you can manage the connection between two actions. Click the line connecting the two actions, and perform one of the following tasks:
• Add a condition—Click to set a condition between two actions. The workflow proceeds to the next action only if the specified condition is met. For more information, see Setting conditions between two actions.
to set a condition between two actions. The workflow proceeds to the next action only if the specified condition is met. For more information, see Setting conditions between two actions.• Delete the connection—Click 
to delete the connection between the two actions.
to delete the connection between the two actions.• Detach the connection—Click 
to detach the connection between the two actions.
to detach the connection between the two actions.• Add a note—Click 
to add a note between the actions on the Workflow Editor. In the text box, type the note, and click 
to save the note. If you want to delete the note, click the note to open it, and click .
to add a note between the actions on the Workflow Editor. In the text box, type the note, and click to save the note. If you want to delete the note, click the note to open it, and click .Managing Actions
Place the pointer on the action, and perform one of the following tasks:
• Edit an action—Click or double-click the action icon. The action configuration window opens. Modify the values in the input form as per your requirement, and click Done.
or double-click the action icon. The action configuration window opens. Modify the values in the input form as per your requirement, and click Done.• Copy an action—Click 
to copy the action. A copy of the action is added to the Workflow Editor.
to copy the action. A copy of the action is added to the Workflow Editor.• Delete an action—Click and then click 
.
and then click .