Flow Pipelines
Chain several saved Templates together into one ordered, repeatable run. Instead of clicking Execute on three separate Templates by hand — generate a report, then email it, then archive it — a Pipeline runs all three, in order, from a single Execute click.
What Is a Pipeline?
A Template is a single saved input+options set for one workflow — you already know it as the thing you configure and click Execute on. A Pipeline is a step above that: an ordered list of Templates that run one after another, as a single unit. You build the list once, and every time you (or, in a later phase, a schedule) trigger the Pipeline, it walks the list from top to bottom.
A simple example: a monthly close process might need three Templates run back-to-back — Generate Report, then Email It, then Archive It. Without Pipelines you'd click Execute three times and watch each one finish before starting the next. With a Pipeline, you set this up once as an ordered list of three steps, and one Execute click runs the whole chain.
Step 1: Generate Report ──▶ Step 2: Email It ──▶ Step 3: Archive It
(runs, waits to finish) (runs, waits) (runs, waits)
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Pipeline CompletedOrdered Steps
A Pipeline is just a named, ordered list of Templates — add, reorder, or remove steps anytime before running.
On-Failure Rules
Each step decides for itself what happens if it fails — Stop the whole Pipeline, Continue anyway, or Skip and move on.
Run History
Every Execute click is recorded as a run, with a per-step breakdown of what happened and when.
Manual Trigger Today
Run a Pipeline whenever you like from the search screen. Automatic scheduling is planned for a later phase.
Guide Pages
| # | Page | What You'll Learn |
|---|---|---|
| 1 | Creating a Pipeline | The Pipelines menu, Add Pipeline, naming your pipeline and setting the per-step wait time |
| 2 | Adding Items & Template Lookup | Adding steps with the Template Lookup picker, On-Failure Behavior, Configuration overrides, Refresh from template |
| 3 | Executing & Run History | The Execute button, watching a run step through, the run-history list, and what Cancel actually does |
| 4 | Searching Pipelines | The Pipelines search screen, row actions, and the reused Templates menu in the same app |
| 5 | FAQ & Troubleshooting | Common questions about concurrent runs, editing Templates in use, and shared workflows |