# Flows **URL:** https://community.synatic.com/c/faqs/flows/8.md?page=1 [Latest](https://community.synatic.com/latest.md) · [Categories](https://community.synatic.com/categories.md) · [Tags](https://community.synatic.com/tags.md) **Page:** 2 --- ## [How to connect to Sharepoint using the HTTP Service destination steps](https://community.synatic.com/t/how-to-connect-to-sharepoint-using-the-http-service-destination-steps/225)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [May 12, 2022, 12:27pm UTC](https://community.synatic.com/t/how-to-connect-to-sharepoint-using-the-http-service-destination-steps/225 "2022-05-12T12:27:16Z")
We currently do not have a Sharepoint connector available. To connect to Sharepoint, the following needs to be done: NB: Our developers are developing a Sharepoint connector. Once it is released, this article will no lo… --- ## [How to delay the number of requests when pulling records from an API](https://community.synatic.com/t/how-to-delay-the-number-of-requests-when-pulling-records-from-an-api/196)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [March 31, 2022, 9:48am UTC](https://community.synatic.com/t/how-to-delay-the-number-of-requests-when-pulling-records-from-an-api/196 "2022-03-31T09:48:03Z")
When transferring data from a source to a destination in our tool, records will go through one at a time. If there are a lot of requests from an API, there is a chance that the records could be overlapping and not pulli… --- ## [How to run multiple flows sequentially with one trigger](https://community.synatic.com/t/how-to-run-multiple-flows-sequentially-with-one-trigger/282)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [August 22, 2022, 5:33pm UTC](https://community.synatic.com/t/how-to-run-multiple-flows-sequentially-with-one-trigger/282 "2022-08-22T17:33:24Z")
If you require to run multiple flows sequentially with one trigger, a control/ master flow needs to be created. To do this, please follow the below instructions: Illustrated below is an example of how the control/ maste… --- ## [How to read an Excel attachment and email details/ file name from an email trigger](https://community.synatic.com/t/how-to-read-an-excel-attachment-and-email-details-file-name-from-an-email-trigger/279)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [August 4, 2022, 12:58pm UTC](https://community.synatic.com/t/how-to-read-an-excel-attachment-and-email-details-file-name-from-an-email-trigger/279 "2022-08-04T12:58:40Z")
If you require to read an Excel attachment and email details (file name) from an email trigger, please follow the below instructions: Illustrated below is an example of how the flow will look. It consists of an Email tr… --- ## [How to send multiple files from your local machine to an SFTP Server as a destination](https://community.synatic.com/t/how-to-send-multiple-files-from-your-local-machine-to-an-sftp-server-as-a-destination/277)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [August 2, 2022, 8:43am UTC](https://community.synatic.com/t/how-to-send-multiple-files-from-your-local-machine-to-an-sftp-server-as-a-destination/277 "2022-08-02T08:43:49Z")
If you require to send multiple files from your local machine to an SFTP Server as a destination, please follow the below instructions: Illustrated in the below images is an example of how your flow will look. A File Sy… --- ## [How to handle a large number of records](https://community.synatic.com/t/how-to-handle-a-large-number-of-records/273)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [July 22, 2022, 4:51pm UTC](https://community.synatic.com/t/how-to-handle-a-large-number-of-records/273 "2022-07-22T16:51:50Z")
For best practice of handling a large number of records, please follow the below instructions: NB: Please note that the Concurrency settings in the Sync Flow step and the Timeout of the flows are based on the number of … --- ## [How to call the current date & change the date format](https://community.synatic.com/t/how-to-call-the-current-date-change-the-date-format/147)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [December 1, 2021, 2:23pm UTC](https://community.synatic.com/t/how-to-call-the-current-date-change-the-date-format/147 "2021-12-01T14:23:50Z")
In order to call/ reference the current date, you need to do the following. Add a Calculator step in your flow. You can customize your code to suit the required output. Below is the code that is used in the calculator… --- ## [How to send or retrieve/ get binary data from an API](https://community.synatic.com/t/how-to-send-or-retrieve-get-binary-data-from-an-api/270)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [July 14, 2022, 1:25pm UTC](https://community.synatic.com/t/how-to-send-or-retrieve-get-binary-data-from-an-api/270 "2022-07-14T13:25:48Z")
To send or retrieve/ get binary data from an API, you can add the below Content-Type as a header in the HTTP Service step. application/octet-stream The header in your HTTP Service step will look like the below image. … --- ## [How to download data/ records in a file](https://community.synatic.com/t/how-to-download-data-records-in-a-file/269)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [July 14, 2022, 1:01pm UTC](https://community.synatic.com/t/how-to-download-data-records-in-a-file/269 "2022-07-14T13:01:57Z")
If you require your data/ records to be downloaded in a file, there are 2 ways this can be done: Using the Run File step to download the data in any file format. OR Using a destination Buffer step to download the da… --- ## [How to include the datetime in a file name in a destination Path field](https://community.synatic.com/t/how-to-include-the-datetime-in-a-file-name-in-a-destination-path-field/222)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [May 9, 2022, 11:55am UTC](https://community.synatic.com/t/how-to-include-the-datetime-in-a-file-name-in-a-destination-path-field/222 "2022-05-09T11:55:55Z")
Illustrated in the image below is a flow where a buffer is a source and it is being mapped to new fields in the Super Mapper step. The data is then being saved in a csv format by using the CSV Writer step and then being … --- ## [How to rename a source file with the current datetime](https://community.synatic.com/t/how-to-rename-a-source-file-with-the-current-datetime/267)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [July 12, 2022, 3:52pm UTC](https://community.synatic.com/t/how-to-rename-a-source-file-with-the-current-datetime/267 "2022-07-12T15:52:09Z")
Illustrated below is an example of a flow where the Relay Based Filesystem source step is used, a Calculator step is added to rename the new file, a Combine step and CSV Writer step will create the new file with the new … --- ## [How to change the worksheet name in an Excel writer step using the current date as a parameter](https://community.synatic.com/t/how-to-change-the-worksheet-name-in-an-excel-writer-step-using-the-current-date-as-a-parameter/150)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [December 13, 2021, 3:53pm UTC](https://community.synatic.com/t/how-to-change-the-worksheet-name-in-an-excel-writer-step-using-the-current-date-as-a-parameter/150 "2021-12-13T15:53:38Z")
The following is how you can change/ amend a field’s value in a step. In this example, we are amending the Worksheet Name field in the Excel writer step to re-name the worksheet name to the current date. Illustrated bel… --- ## [How to batch records after a control step](https://community.synatic.com/t/how-to-batch-records-after-a-control-step/249)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [June 13, 2022, 3:52pm UTC](https://community.synatic.com/t/how-to-batch-records-after-a-control-step/249 "2022-06-13T15:52:02Z")
In Synatic, the data is passed to the next step one record at a time. In order for the records to be batched after a control step, the Sort step is used. NB: Please note that our development team is working on developin… --- ## [How to URL encode a field and pass it to an HTTP destination URL](https://community.synatic.com/t/how-to-url-encode-a-field-and-pass-it-to-an-http-destination-url/245)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [June 7, 2022, 12:14pm UTC](https://community.synatic.com/t/how-to-url-encode-a-field-and-pass-it-to-an-http-destination-url/245 "2022-06-07T12:14:02Z")
Illustrated in the below image are the steps that are used to do URL encoding for a field and pass it to an HTTP destination URL. The below image is the Calculator step where the field “name” is being encoded and conv… --- ## [How to map dynamic or specific fields from an Excel worksheet](https://community.synatic.com/t/how-to-map-dynamic-or-specific-fields-from-an-excel-worksheet/244)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [June 6, 2022, 4:36pm UTC](https://community.synatic.com/t/how-to-map-dynamic-or-specific-fields-from-an-excel-worksheet/244 "2022-06-06T16:36:03Z")
If you require data from dynamic fields in your Excel worksheet, the following is how you can pull the data: Illustrated below is an example of an Excel spreadsheet where we require the data from the highlighted fields. … --- ## [How to reference a field from a Salesforce Lookup step](https://community.synatic.com/t/how-to-reference-a-field-from-a-salesforce-lookup-step/243)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [June 3, 2022, 3:05pm UTC](https://community.synatic.com/t/how-to-reference-a-field-from-a-salesforce-lookup-step/243 "2022-06-03T15:05:02Z")
Illustrated below is an example of the Salesforce source step which is then doing a lookup in Salesforce (Salesforce Lookup step) to pull the correct Phone number. The below image is the Salesforce source step which … --- ## [How to retrieve an HTTP destination file and send it to Salesforce](https://community.synatic.com/t/how-to-retrieve-an-http-destination-file-and-send-it-to-salesforce/242)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [June 3, 2022, 1:37pm UTC](https://community.synatic.com/t/how-to-retrieve-an-http-destination-file-and-send-it-to-salesforce/242 "2022-06-03T13:37:39Z")
Illustrated in the images below are an Async Flow at the end of a main flow that will call a 2nd flow to pull the data from the main flow, convert it to JSON using the JSON reader step, then using a GET to pull the refer… --- ## [How to send data or media/ MIME type to an API](https://community.synatic.com/t/how-to-send-data-or-media-mime-type-to-an-api/213)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [April 21, 2022, 11:45am UTC](https://community.synatic.com/t/how-to-send-data-or-media-mime-type-to-an-api/213 "2022-04-21T11:45:34Z")
A media/ MIME type can consist of a file, image, record, array, message, text, audio or video. The following is how it can be sent to an API: Illustrated in the image below is an example of a flow which will run as an a… --- ## [How to add multiple email addresses in the Email destination step](https://community.synatic.com/t/how-to-add-multiple-email-addresses-in-the-email-destination-step/232)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [May 17, 2022, 5:10pm UTC](https://community.synatic.com/t/how-to-add-multiple-email-addresses-in-the-email-destination-step/232 "2022-05-17T17:10:05Z")
Illustrated in the below image is the Email destination step. To add multiple email addresses, a semi-colon ( ; ) is used to separate the email addresses and there are no white spaces in-between the email addresses as h… --- ## [How to load multiple files from the FTP Server](https://community.synatic.com/t/how-to-load-multiple-files-from-the-ftp-server/231)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [May 17, 2022, 4:56pm UTC](https://community.synatic.com/t/how-to-load-multiple-files-from-the-ftp-server/231 "2022-05-17T16:56:07Z")
To load multiple files from the FTP Server, the FTP List source step is used. Illustrated in the image below is the FTP List source step. To add a connection, click on the highlighted icon and fill in the required crede… --- ## [How to temporarily store a record](https://community.synatic.com/t/how-to-temporarily-store-a-record/229)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [May 16, 2022, 4:30pm UTC](https://community.synatic.com/t/how-to-temporarily-store-a-record/229 "2022-05-16T16:30:10Z")
A buffer helps to store records but if you require to store a record temporarily, the Cache destination step and the Cache Lookup step are used. Illustrated below is an example of a flow where the Cache destination step… --- ## [How to validate a record's datatype or change the schema](https://community.synatic.com/t/how-to-validate-a-records-datatype-or-change-the-schema/223)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [May 9, 2022, 1:54pm UTC](https://community.synatic.com/t/how-to-validate-a-records-datatype-or-change-the-schema/223 "2022-05-09T13:54:34Z")
The Validator step is a helpful step when you want to verify the datatype of the fields in your records or change the schema. Illustrated in the image below is an example of the buffer source step which is validating th… --- ## [How to pass a field from the main flow to a lookup step](https://community.synatic.com/t/how-to-pass-a-field-from-the-main-flow-to-a-lookup-step/216)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [April 25, 2022, 9:45am UTC](https://community.synatic.com/t/how-to-pass-a-field-from-the-main-flow-to-a-lookup-step/216 "2022-04-25T09:45:15Z")
To pass a field from the main flow to a lookup step, “{{record.fieldname}}” is used. NB: “{{record.fieldname}}” is used to pass the current record before the lookup step. This can also be used if there are more than one… --- ## [How to pass a field from the main flow to a sub-flow or to a control step](https://community.synatic.com/t/how-to-pass-a-field-from-the-main-flow-to-a-sub-flow-or-to-a-control-step/214)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [April 21, 2022, 4:01pm UTC](https://community.synatic.com/t/how-to-pass-a-field-from-the-main-flow-to-a-sub-flow-or-to-a-control-step/214 "2022-04-21T16:01:04Z")
Illustrated in the below image is an example of the Record Generator step as a primary source step and an HTTP Service step as the secondary source in a sub-flow. NB: “{@inputRecord.fieldname}” is used to pass a paren… --- ## [How to receive a notification on an instant messaging platform for a failed run](https://community.synatic.com/t/how-to-receive-a-notification-on-an-instant-messaging-platform-for-a-failed-run/197)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [March 31, 2022, 1:54pm UTC](https://community.synatic.com/t/how-to-receive-a-notification-on-an-instant-messaging-platform-for-a-failed-run/197 "2022-03-31T13:54:25Z")
If you’re unable to access your email and an important run has failed, it is possible for you to receive a notification on an instant messaging platform such as Telegram, SMS, Whatsapp, etc by following the instructions … --- ## [How to extract records from an ACORD form to a JSON format](https://community.synatic.com/t/how-to-extract-records-from-an-acord-form-to-a-json-format/201)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [April 4, 2022, 4:31pm UTC](https://community.synatic.com/t/how-to-extract-records-from-an-acord-form-to-a-json-format/201 "2022-04-04T16:31:13Z")
It takes a standard ACORD PDF and uses it to extract records from an ACORD PDF form to a JSON format. NB: All data processing is currently conducted in the US region, subject to change. Illustrated in the below image,… --- ## [How to convert a file to a Base64 string from an email trigger](https://community.synatic.com/t/how-to-convert-a-file-to-a-base64-string-from-an-email-trigger/181)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [February 2, 2022, 11:07am UTC](https://community.synatic.com/t/how-to-convert-a-file-to-a-base64-string-from-an-email-trigger/181 "2022-02-02T11:07:08Z")
The Byte Group step allows you to convert a file to a Base64 string and a Base64 string to a file in bytes. Illustrated in the below image is an example of a flow with an email as a trigger source. In this example, a fi… --- ## [How to prevent a flow from executing twice while the first run is still processing](https://community.synatic.com/t/how-to-prevent-a-flow-from-executing-twice-while-the-first-run-is-still-processing/195)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [March 25, 2022, 12:58pm UTC](https://community.synatic.com/t/how-to-prevent-a-flow-from-executing-twice-while-the-first-run-is-still-processing/195 "2022-03-25T12:58:46Z")
If your flow has a schedule as a trigger and it is possible for a run to take a longer time to process than the required time set in the schedule, the Concurrent Run Execution feature will assist. It will let the first … --- ## [How to stop a run from processing if an error occurs](https://community.synatic.com/t/how-to-stop-a-run-from-processing-if-an-error-occurs/191)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [March 10, 2022, 9:49am UTC](https://community.synatic.com/t/how-to-stop-a-run-from-processing-if-an-error-occurs/191 "2022-03-10T09:49:15Z")
This feature is helpful if you want the flow to have a completed status or a failed status. It will not have a “Completed with Errors” status. NB: If your flow consists of a sync flow and there is an error in the main f… --- ## [What is a sub-flow and how to use it](https://community.synatic.com/t/what-is-a-sub-flow-and-how-to-use-it/156)
**Author:** [@navessa](https://community.synatic.com/u/navessa)\ **Replies:** 0\ **Last updated:** [December 23, 2021, 7:34am UTC](https://community.synatic.com/t/what-is-a-sub-flow-and-how-to-use-it/156 "2021-12-23T07:34:17Z")
A sub-flow allows you to have more than one source in a flow. Multiple sources can be used to push data/ records into one or more destination/s. Below is an example of a flow with a sub-flow. The Record Generator step i… [Previous page](https://community.synatic.com/c/faqs/flows/8.md) [Next page](https://community.synatic.com/c/faqs/flows/8.md?page=2)