Tables let you simply and securely store data across Flow executions, with no external services or additional credentials required. Example uses include:
- Build Flows with greater context. For instance, you may have a Flow that processes incoming customer requests and adds information to a table for customers who require special follow-up. The Flow can check to see if it’s the second request that week for a customer and decide to take immediate action. A different Flow can run each Monday morning to assign the remaining customer requests.
- Track and report on data that passes through Flows. You can keep a running count of specific events or store individual transactions to include in a monthly report to management.
- Share constants across Flows. You might need a customer table for the IDs used by different cloud services so your Flows know how to look up the same customer in different places. Or, you might have a standard price sheet that several Flows to which several Flows can refer.
Creating and Editing a Table
Tables can be accessed by clicking on the Tables tab at the top of any folder view. Create a new table by clicking on the “+ New Table” button at the top-right of the page.
Give your new table a name (default is “Unnamed”), then click “+ New Column” for each field you want to add. You can set fields to be Text, Number, Date or True/False, or there’s a special type called “Counter” for fields where the updates will all be adding to (or subtracting from) the current value. The advantage of using a counter field is that multiple Flows can make updates to the same record at the same time without worry of conflicts or loss of data.
Once a column is added, you can click the gear icon next to the column to edit it. You can resize columns by dragging the right border of the column header. Click a column header to sort by that column. Click again to reverse the sort order. You can drag and drop column headers to re-order the columns. Use the ”Columns” button to decide which fields are visible. Use the “Filter” button to view only those records that match criteria you provide. Use “Import” to read data into the table from a CSV file. Use “Export” to create a CSV file from the data.
To add or edit records, just click in a row and then enter or edit the values. Click the red trash can button to delete the selected record. Fields that include “(Auto)” are automatically generated and cannot be edited, e.g. the row ID or creation date.
All changes to a table are saved immediately.
To duplicate or delete a table, view it in whatever folder it lives in and choose the appropriate button when you move your mouse over the table name. If you want to share a table with other users in your organization, place it inside a shared tab. (For more details on sharing, read Sharing Flows.)
Accessing a Table from a Flow
Once you’ve created a table, one or more Flows you build can reference that table.
To use a table from a Flow, add function cards from the “Tables” category when you click “Add Function.” Function cards allow you to create, read, update, and delete records from one of your tables. Click the help button at the bottom of any card for specific help on how to use that card.