Managing a flow
Learn how to manage, share, and collaborate on your flow.
There are lots of things you can do when it comes to managing, sharing, and collaborating on your flow. We'll cover all of them below:
- Renaming your flow
- Adding a description to your flow
- Deleting your flow
- Turning on summary emails
- Duplicating your flow
- Adding collaborators from your team
- Sharing your flow outside of your team
- Transferring flows between accounts and/or teams
Renaming your flow
You can rename your flow via your canvas (Editor mode) by clicking into the current name of your flow or rename it from your flows page by selecting the caret icon dropdown menu, select Settings, and typing into the Flow Name field.
Adding a description to your flow
Adding a description for your flow can be a great way of keeping your flows by summarizing what each flow does. This can be particularly useful if you're collaborating on flows with multiple team members.
To write a flow description, go to your flows page, select the caret icon for the dropdown menu, and select "Settings". Enter the description you'd like in the Description field and click "save".
Deleting your flow
To delete a flow, you can either select the caret icon for the dropdown menu and select delete in both the flow canvas (Editor mode) or select the caret icon from your flows page and select "Delete".
Turning on summary emails
By default, summary emails are turned off for successful runs, but Parabola will always email you for partial or total failed runs. To enable summary emails for successful runs, visit your flows page, locate the flow you want summary emails for, select the caret icon for the dropdown menu, and select "Settings". Enable the toggle for "Send a summary email after every run". Don't forget to click "save"!
The summary email will send right after your flow runs. Check your email inbox to locate an email from firstname.lastname@example.org with the subject line, "Parabola run succeeded 👍".This email will contain flow details like your flow name, link to the flow, and flow run ID, export details like locations, step methods, and amount of rows sent.
Duplicating your flow
One way to duplicate a flow is to go to your flow page and select the caret icon to the right of your flow name for the dropdown menu. In the dropdown menu, select Duplicate to create a copy of your flow.
A second way to duplicate your flow is to do so while in the "Editor" tab by selecting this same caret icon to the right of the flow name.
To copy or duplicate just a portion or branch of your flow, hold down the shift key + click onto the canvas + drag a rectangle around them, copy them (Command/Control + C), then paste them into another flow canvas by clicking Command/Control + V. You may also highlight your flow's steps by clicking on the individual steps while holding down the shift key.
Adding collaborators from your team
To share a flow with another team member from your team, go to your flows page and select the caret icon and click Share. You can also access the Share button from the dropdown menu from within a flow.
Once you select "Share", a pop-up window titled, "Collaborators," will appear. Select from the Add Collaborator and Permissions dropdown menus to choose a team member to share the flow with and whether they will be an Admin or Collaborator on the flow. An Admin will have full ability to delete, duplicate, and change the flow while a Collaborator will only be able to make changes to the flow's steps and step settings.
After you've selected the team member and permissions level, select the "+ add collaborator" button at the bottom of this Collaborators pop-up window to save this. Now your team member can work with you on this flow! If you're not seeing your team members name in the Add Collaborator dropdown, this would mean that they're not yet on your team. To add a team member, go to the Team page and click "+ Add a new User". If your team member already belongs to a different team on Parabola, email email@example.com and we can help get you sorted.
Sharing your flow outside of your team
To share a flow with someone who isn't in your Parabola team, highlight and select all of the steps by holding down the shift button and clicking on an area of a canvas to draw a square over all of the steps you wish to copy. You can also manually click on each step while holding down the shift button to select all steps.
Then, copy the steps by selecting control/command + c keys to get a text snippet of the flow like this:
If you send this text snippet to someone, they can copy and paste it (control/command + v) into their own Parabola flow canvas (Editor mode) to have the flow auto-populate. The example text snippet will populate the flow seen in the image with two steps. For more on creating snippets, you can also review the article, Building a flow.
Transferring flows between accounts
To transfer a flow to another account outside of your team, such as your client's or partnered company's, email firstname.lastname@example.org and we'd be happy to assist you with this request. Please include the following information in your email and cc the new owner's email for approval:
- The email of the new owner's account for this flow(s)
- The name(s) of the flow(s) you'd like to transfer to this new owner's account
- Whether you'd like to retain access to the flow(s) still, or if you'd like to transfer them completely to this new owner's account