External Flow

Business Background

Collaborate with another company to share information using a Titan Flow.

Titan Solution

With Titan, you can invoke a flow from a different environment with different permissions.

How to Guide

In this example, the following Titan projects are used:

• A Flow project in environment A (the source environment), where the external flow option has been activated.
• A Flow project in environment B (the target environment), from where the external flow is triggered.
• A Web project in environment B, with input fields to create a contact. This project has a button that triggers the Flow project in environment B.

Create an External Flow in Environment A

1. Add variables to the project.

2. Click the + icon. The Add Node screen opens.

3. Click the Salesforce option and click the Next button.

4. Click the Salesforce Integration button.

5. Click the Push option and click the Create New button.

6. Use the drop-down lists to select the following:
   • Salesforce object. In this example, the Contact object is selected.
   • Action: In this example, the Create action is selected.

7. Under Mapping, map the variables to the relevant Salesforce fields and click the Apply button. The Salesforce integration is added to the screen.

8. Click the Close button.

9. Use the drop-down list to select the Salesforce Push and click the Next button..

10. If necessary, type a tag and click the Insert button. The Salesforce action node is added to the Flow.
11. Click the + icon next to the Salesforce action node.

12. Under Action, click the Send Email option and click the Next button.

13. Click the + icon and click the Next button.

14. Add a configuration name and, if necessary, a description.

15. Use the drop-down lists to select the following:
    • Field
    • Email variable
16. Click the Next button.

17. Select an option to send the email.
    • Salesforce (default)
    • Titan. In this example, Titan is used.

18. Configure the contents for the email.
    • Salesforce (default)
    • Titan. In this example, Titan is used.
19. Click the Next button. You can add attachments if necessary

20. Click the Apply button.

21. Click the Next button.
22. If necessary, add a tag and click the Insert button. The Send Email node is added to the Flow.

23. Click the Save button to save the project.
24. Click the + icon next to the Send Email node.

25. Click the Finish option and click the Next button.

26. Click the Next button.
27. If necessary, add a tag and click the Insert button. The Finish node is added to the Flow.
28. Click the Save button to save the project.

29. Open the Project settings and click the Tools option.
30. Use the toggle switch to enable the External Flow option.
31. Click the Gear icon.

32. Copy this flow hash value. You must paste it in the External Flow node of the source environment (in this example, environment B).
33. Click the Close button.

34. Click the Publish button to publish the Flow project.

Create a Triggering Flow in Environment B

1. Add variables to the project.

2. Click the + icon. The Add Node screen opens.

3. Click the Salesforce option and click the Next button.

4. Click the Salesforce Integration button.

5. Click the Push option and click the Create New button.

6. Use the drop-down lists to select the following:
   • Salesforce object. In this example, the Contact object is selected.
   • Action. In this example, the Create action is selected.

7. Under Mapping, map the variables to the relevant Salesforce fields and click the Apply button. The Salesforce integration is added to the screen.

8. Click the Close button.

9. Use the drop-down list to select the Salesforce Push and click the Next button..

10. If necessary, type a tag and click the Insert button. The Salesforce action node is added to the Flow.
11. Click the + icon next to the Salesforce action node.

12. Under Action, click the Send Email option and click the Next button.

13. Click the + icon and click the Next button.

14. Add a configuration name and, if necessary, a description.

15. Use the drop-down lists to select the following:
    • Field
    • Email variable
16. Click the Next button.

17. Select an option to send the email.
    • Salesforce (default)
    • Titan. In this example, Titan is used.

18. Configure the contents for the email.
    • Salesforce (default)
    • Titan. In this example, Titan is used.
19. Click the Next button. You can add attachments if necessary

20. Click the Apply button.

21. Click the Next button.
22. If necessary, add a tab and click the Insert button. The Send Email node is added to the Flow.

23. Click the Save button to save the project.
24. Click the + icon next to the Send Email node.

25. Click the External Flow option and click the Next button.

26. Paste the flow hash value from the external environment here.

27. Click the Verify Hash button.
28. Click the Next button.

29. Map the fields from environment A to the variables in environment B and click the Next button.

30. Click the Next button.

31. If necessary, add a tag and click the Insert button. The External Flow node is added to the Flow.
32. Click the + icon next to the External Flow node.

33. Click the Finish option and click the Next button.

34. Click the Next button.
35. If necessary, add a tag and click the Insert button. The Finish node is added to the Flow.
36. Click the Save button.

37. Click the Publish button to publish the Flow project.

Create a Web Project

Make sure that you create the web project in the same environment as the project that will trigger the external flow.

1. Add input elements with the necessary fields to create a contact.
2. Add a button element and click the On Click Action icon.

3. Click the + icon next to the Start node.

4. Under System Actions, click the Flow option and click the Next button.

5. Use the drop-down list and select the project that will trigger the external flow (in this example, it is the project in environment B).
6. Click the Configure Parameters button.

7. Map the input fields to the variables and click the Apply button.
8. Click the Next button.

9. If necessary, add a tag and click the Insert button. The Flow node is added to the On Click Action screen.
10. Click the Apply button.

11. Click the Publish button to publish the Web project. The webpage opens in a new tab.

Trigger the External Flow from Web

When the user completes the fields on the webpage and clicks the Save button, the following happens:

• A new contact is created in Salesforce.

• The user receives an email from environment A.

• The user also receives an email from environment B.