Flows
Build step-by-step procedures for workers, including decisions.
A flow is a step-by-step procedure that workers follow. Each step has content, and a step can offer buttons so the worker chooses what happens next. The worker app shows published flows only.
Workspace access. Pages and actions depend on your role and the modules enabled for your workspace. This guide describes CW release/1.0.1; your administrator can confirm the options available to your team.
Get started
Open Knowledge → Content and choose Flows. Open a flow to edit its steps on the canvas. Use Next step to add buttons for decisions, test the result with Preview 2D, then publish. Link the flow to a location from the list.
Watch the walkthrough
Follow the actions in Connected Workers, then use the chapter sections in the progress bar to revisit a step. English subtitles are on by default; choose Hebrew in the captions settings.
Each button on a step leads to its own next step. Open the image to view the controls at full size.
The user flow
- Open the Flows list.
- Choose or create a flow.
- Write each step.
- Add decisions with buttons.
- Preview as a worker.
- Publish and link the location.
How the information moves
| Stage | Responsibility |
|---|---|
| 1 | Flow editor |
| 2 | Role and module access |
| 3 | Flow, step and trigger records |
| 4 | Editor preview |
| 5 | Published flow versions |
| 6 | Worker app by location |
The diagram describes the logical path through the application. Saved records retain their workspace and relationships. Supported background processing and external synchronization can complete after the initial save.
Tips for better data and TAI context
- Write one clear action in each step.
- Name decision buttons the way workers would say them.
- Preview every outcome before you publish, and publish again after edits.
Consistent equipment codes, precise location links and readable approved files help TAI retrieve the intended context. A saved record does not mean every attached file has finished indexing. See background indexing for the preparation process.
Check the result
Open the saved record or configuration again. Check its location, equipment links, status and visibility for the intended role. If information is missing, check scope and permissions before adding a duplicate.
Related guides
Connected Workers overview · TAI · Knowledge and search
For help with availability or setup, contact your workspace administrator or support@treedis.com.
