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App action: a write action as a draft

4 steps± 3 minVideoVerified 22 Oct 2026
  1. Step 1 · Open Flow and create a workflow
  2. Step 2 · Choose the system and the action
  3. Step 3 · Put the steps in one line and save
  4. Step 4 · Run

App action records what the workflow would want to do in a system of record (create an order, update a customer), without really doing it. You design and test the workflow end to end; the step shows which action is planned on which connection. For the real call you later replace it with an HTTP request or a building block.

Watch the whole guide as a video4 steps in one film
Step 1 / 4

Open Flow and create a workflow

In the portal, under Environments, click Development and there Open; Flow opens in a new tab. There, click ＋ next to General, choose New workflow and give it a name. A new workflow starts with an Event trigger: the point where it begins.

  1. Click Development
Open Flow and create a workflow · Click Development
  1. Click Open ↗
Open Flow and create a workflow · Click Open ↗
  1. Click Add to General
Open Flow and create a workflow · Click Add to General
  1. Click New workflow
Open Flow and create a workflow · Click New workflow
  1. In Workflow name, type Guide · draft order
Open Flow and create a workflow · In Workflow name, type Guide · draft order
Step 2 / 4

Choose the system and the action

Add App action. Under Connection choose the system of record and write under Intended action what should happen, for example create_draft_order.

  1. Click Add node
Choose the system and the action · Click Add node
  1. Click App action
Choose the system and the action · Click App action
  1. In Name, type Order in ERP
  2. In Connection, choose Guide · ERP
  3. In Intended action, type create_draft_order
Choose the system and the action · In Name, type Order in ERP; In Connection, choose Guide · ERP; In Intended action, type create_draft_order
  1. Click the dot of ‘Event trigger’
Choose the system and the action · Click the dot of ‘Event trigger’
  1. Click the dot of ‘Order in ERP’
Choose the system and the action · Click the dot of ‘Order in ERP’
Step 3 / 4

Put the steps in one line and save

Select the steps (click the first, and the others while holding Shift) and click Align horizontally: they then stand in one line and you read the workflow from left to right; a branch (such as No of an If / Else) gets its own row below. Fit to view puts everything in sight; then Save.

  1. Click ‘Event trigger’
Put the steps in one line and save · Click ‘Event trigger’
  1. Click ‘Order in ERP’ while holding Shift
Put the steps in one line and save · Click ‘Order in ERP’ while holding Shift
  1. Click Align horizontally
Put the steps in one line and save · Click Align horizontally
  1. Click Fit to view
Put the steps in one line and save · Click Fit to view
  1. Click Save
Put the steps in one line and save · Click Save
Step 4 / 4

Run

At the bottom you see the write action was recorded as a draft: nothing was sent to the system of record. Under Data after the run is action, with the operation and the status draft.

  1. Click Run
Run · Click Run
Run · Status: Completed.
Run · Write action recorded as a draft.
Run · action.operation: create_draft_order.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).