Updating or deleting flows

You can update a flow to modify its behavior or delete a flow if it no longer serves your purpose. The following rules apply to updating and deleting flows:

Flow typeWho can update or delete a flow
Personal flow

Only the user who creates a personal flow can update or delete the flow.

Catalog flow

Only a tenant administrator can update or delete a catalog flow. 

If a user publishes a catalog flow from a personal flow, the user can update the personal flow and re-publish it. If a catalog flow is currently in use, the user cannot update its trigger conditions and field mappings.

The deletion of a catalog flow does not impact end users who have used the catalog flow as a template for their personal flow.

Tenant-level flowAll administrators in a tenant can update or delete tenant-level flows.



To update a flow

Note

The Details section of the flow profile is disabled and is displayed in the read-only mode.

  1. In BMC Helix Integration Studio, navigate to My Flows and select the flow that you want to update.
  2. Perform one of the following steps:
    • Click the Edit Flow button, as shown in the following illustration:



    • Open the Details tab, and then click Edit Flow.

    The screen for updating flows is displayed, as shown in the following example:



  3. (Optional) On the Edit Trigger Conditions tab, update the conditions as required.
  4. (Optional) Click the Edit Field Mapping tab and update the mapping settings as required.
  5. (Optional) If you are updating a flow with multiple actions, click the Edit Field Mapping tab, and then select the target application for which you want to update the mappings, as shown in the following example:


    Update the mapping settings for all target applications as required.

  6. (Optional) Click the Edit Summary tab and update the fields as required.
    • Flow title—You can overwrite the flow title text.
    • Category—You can select a different flow category.
    • Flow Level—You can select a different flow level.
    • (Available for flows that use webhook connector triggers) Run Synchronously—You can select this option if you want a flow to run synchronously. You should select it only if the webhook calling application is expecting the result of the flow's action to be returned in response to the webhook call.

      Note

      For Proactive Service Resolution (PSR) flows, you must set the Run Synchronously option to Yes. For more information about PSR, see Proactive Service Resolution with BMC Helix Integration Service.

    • Dashboard Metrics—You can add or remove metrics.
  7. Click Save and Close.
    The flow is updated successfully. 

To delete a flow

Warning

You cannot recover deleted personal, tenant-level, or catalog flows, including any data they contain.

  1. In BMC Helix Integration Studio, perform one of the following actions:

    • To delete a personal flow or a tenant-level flow, navigate to My Flows, and select a flow.

    • To delete a catalog flow, select Catalog > Flows, and next to a required flow, click Edit.
  2. Click the Delete button, and then confirm the action.
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