Use these feature functions to manage the process steps and ETL steps.
You must navigate to the Administration - Steps page.

The UI below is displayed with the Process step filter selected by default. Switch to the ETL filter to see the ETL steps.

Select the category drop-down menu. The process steps are labeled as “All” or specific to their feature function, as shown below. The step categories are arranged alphabetically. The total number of process steps is shown in brackets. The image below displays the process steps by their category.

Select ALL categories to view process steps sorted alphabetically in a table. Each row includes the step icon, name, description, help documentation link, and validation status. Use the search box to narrow down results. Use the column selector to add or remove columns from the table.

Click the ETL filter and select ALL categories to view the ETL steps sorted alphabetically in a table. Each row shows the step icon, name, description, help documentation link, and validation status. Use the search box to refine the results. Use the column selector to add or remove columns from the table.

Actions - Create.
The Admin User can create a new custom process step by going to Administration > Steps > Actions > Create. This method is similar to creating a custom ETL step.

The Create menu option offers a UI that requires information to create a process step. Click the Validate button to check the step inputs.

Click the Create button to add a new process step. The new custom process step appears in the table by category.

Actions - Edit.
Search for and select the step name from the displayed table. Navigate to the Actions—Edit menu option. The step information for modification is provided below. Note: Any step modifications that fail validation will reset the existing process workflow definitions.

For example, the step display name can be changed here. Click on Update to confirm the changes.

You can select the PNG file to upload the step icon.

The step icon changes are shown below.

New inputs can be added here, and the input fields and their data types can be modified. The field hierarchy can be reordered via drag-and-drop. The input fields can be configured as required, hidden, or read-only.

The Step return values can be configured here.

Actions - Copy.
Search for and select the step name from the displayed table. Navigate to the Actions > Copy menu option.

A pop-up window appears for configuration. You must enter a new step name and description. Click the COPY button to confirm the action.

The latest step will be created and added to the step category. A confirmation message appears in the top-right corner.

Navigate to the step using the appropriate filter (Process or ETL) and the Search text box as shown below.

Action - Suggestive Steps.
FlowWright can suggest steps when previously set up. To configure, select a step and go to Actions > Suggestive Steps.

A new page shows all steps across categories and includes a checkbox to quickly link a relevant step with a suggestion.

When you're finished, please confirm the changes.

Actions - Remove.
The process step can be removed and reconfigured as needed. Search for and select the step name from the displayed table. Then go to Actions > Remove.

Click OK to continue.

The process step is removed successfully.

Navigate to the Utils > Auto Detect menu option. A new tab is displayed.

Note: The process steps are introduced when FlowWright is updated through a patch release. These steps may be new or have been modified with feature enhancements. The process steps, including those removed, are shown in the table after auto-detect. Select the step to configure it manually. Repeat the configuration for all steps in the table if needed.

The configured step is now ready to use.

Actions - Remove All From Category.
You can use this feature to remove all process steps belonging to a category.
Select the step, then click Actions > Remove All From Category.

Click OK to confirm. The step is removed from the category, and a confirmation message appears in the top-right corner.

View - Usage.
Navigate to the View—Usage menu option as shown below.

The usage for all process steps is shown below.

This example shows the process steps for the “Azure Cognitive Services” category below.

The usage for Date ETL steps is rendered below.

View - With Errors.
To view process steps with failed configurations, go to the View—With Errors menu option.

The process steps that failed validation are listed in the table displayed below the image.

Select the error step. Navigate to the Utils > Reload Step menu option.

The application will attempt to reload the step and configure it using the defaults in the setup file.

View - Processes (definitions using specific process steps).
Search and select the process step from the table. Then, navigate to the View—Processes—Used by menu option.

This step lists all process definitions or workflows, and the application executes a background task using it. The user is notified when the job is completed.

A notification alert is displayed as shown below.

Please select the appropriate notification and click the pop-out icon to view it.

The list of process definitions or workflows that use this decision step appears in a pop-up window. Select the process definition hyperlink to view the definition in detail.

The email notification is included here for reference.

View - Processes (definitions without using a process step).
Search and select the process step from the table. Then, navigate to the View > Processes > Not Used by a menu option.

This step displays all process definitions or workflows, and the application runs a background task based on them. The user is notified when the job finishes.

A notification alert is displayed as shown below.

Please select the appropriate notification and click the pop-out icon to view it.

The list of process definitions or workflows that use this decision step appears in a pop-up window. Select the process definition hyperlink to view the definition in detail.

The email notification is included here for reference.

Export - XML and SQL.
Search for and select the step name from the displayed table. Navigate to the Export > XML menu option. The step information is exported/downloaded as an XML file for sharing between FlowWright environments.

Search and select the step name from the displayed table. Navigate to the Export > SQL menu option. The step information is exported as an SQL file that can be executed in the target FlowWright environment's database to insert the step.

The contents of the XML file are included here for reference.

The contents of the SQL file are included here for reference.

Import - XML.
Navigate to the Import—XML menu option to import the step into a FlowWright environment.

Select the XML file from the local folder, then click the Import button to apply the changes.

The step configuration is overwritten, and a confirmation message appears in the top-right corner as shown below.

Utils - Auto Detect.
Navigate to the Utils > Auto Detect menu option to find new and modified steps that require manual configuration for your FlowWright environment.

The Auto Detect Steps page displays the list of steps to configure. In this example, no configuration steps are available. To manually set up a step, select it from the table and click the Manage - Configure button. Use “Select all records” to set up multi-step rows in the table. Use “Upload DLL” to configure your custom process step.

The step will then be configured manually, and an alert notification will appear in the top-right corner of the configuration page.

Utils - Auto Detect from DLL.
Navigate to the DLL menu and select Utils > Auto Detect to identify new and updated custom steps that require manual setup in your FlowWright environment.

Select the custom step DLL from the drop-down list.

The Auto Detect Steps page displays the list of steps to configure. In this example, no configuration steps are available. To set up a step manually, select it from the table and click the Manage - Configure button. The step will then be configured manually, and an alert notification will appear in the top-right corner of the configuration page.

Utils - Auto Detect from Directory.
Navigate to Utils > Auto Detect in the Directory menu to identify new or modified custom steps that require manual configuration in your FlowWright environment.

Select the directory from the drop-down list.

The Auto Detect Steps page displays the list of steps to configure. In this example, no configuration steps are available. To set up a step manually, select it from the table and click the Manage - Configure button. The step will then be configured manually, and an alert notification will appear in the top-right corner of the configuration page.

Utils - Reload Step.
The process step can be reloaded when new steps are added to the process DLL or when necessary. Search for and select the step name from the displayed table. Then, navigate to the Utils > Reload Step menu option.

Click the OK button to proceed.

A notification message is displayed in the top-right corner.

Utils - Globalize.
This feature allows you to globalize the process step resources. Search for and select the step name from the displayed table. Navigate to the Utils - Globalize menu option.

An alert notification prompts you to confirm the changes.

An alert notification confirms the changes.

Navigate to Administration > Globalization > Global tab. Select the StepInputs option. Choose the secondary culture to translate and confirm the changes.

Select Translate > Azure Translate > Resource Group to start the translation. This feature needs Azure ML settings to work.

The resource items are global, and a confirmation message appears in the top-right corner.

Utils - Test.
Search for and select the step name from the table, then click the Utils - Test menu option.

The Test Step page is displayed to check the step functionality, as shown below. You can set “Test” mode to ON if necessary. You need to configure the step input parameters. In this example, you need to select the connection string from the drop-down list. Provide the SQL statement. Provide the variable/global reference to store the result. Choose the result format: XML or JSON. Click the Test button.

Notice that the step returns TRUE, the step state is COMPLETE, and the time taken is in milliseconds. The step returns FALSE for a false condition or ERROR, with an error message for an incorrect condition.

Support - Request Item.
Navigate to Support > Request Item to report any enhancements or issues to the FlowWright support team.

You need to register on the FlowWright Atlassian site using your email address. This is FlowWright's support portal for collaboration and tracking.

You must sign up to continue.

The FlowWright Customer Support Portal page is displayed below. Click the “Suggest a new feature/improvement.” link.

On this page, provide a summary and description of the changes you'd like FlowWright to make. You can attach images for additional context. Click the “Send” button to submit your suggestion. The details will be emailed to the product team automatically.
