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Flows and rules

Automate flows and define rules in one place

Almost any tool can send an email when a status changes. Many processes need more: a flow gathers data from several systems, processes a file line by line, calculates deadlines in business hours and continues differently depending on the result. In nexxcite, you set all of this up in the editor.

  • Branches and loops
  • Deadlines in business hours
  • Connections to other systems
  • Rules that always apply

What carries a process

Three building blocks carry a process

The flow Has a start, an end and a path Triggered by a click, a schedule, an email or another system, with branches, loops and questions back to people.
The rule Always applies, without a trigger Required fields, calculations, checks and visibility are defined on the data model and apply everywhere, without anyone triggering them.
The deadline Counts in business hours You define business hours and public holidays once. Escalations follow them rather than the calendar.

Two tools

Why nexxcite separates flows and rules

A flow is a sequence of steps that someone or something triggers: a click, a schedule, an incoming email, a call from another system, a value crossing a threshold. It has a start, an end and a visible path in between.

A rule has no trigger in that sense. It simply applies. A required field is always required. A calculation always follows from its inputs. A visibility rule always applies.

Many tools only know flows. There, even the obvious has to be rebuilt as automation, and the configuration becomes hard to follow over time: many small automations that are really rules, and nobody knows any more which one fires when.

In nexxcite, you define rules on the data model. They apply everywhere: in the interface, through the API and in flows running in the background.

  • Calculations derived from other fields
  • Defaults when a record is created
  • Required fields depending on status or role
  • Validation rules with their own error message
  • Look-ups and auto-fill from related records
  • Visibility limits defined as conditions

Low code in practice

From request to order in the ERP system

A process almost every company knows: the purchase requisition with amount-based approval. Every step is set up in the editor without programming, and you can change it yourself later.

Purchase requisition with approval 1 / 6
  1. Submit request Form with validation Start
  2. Suggest commodity group AI support in the form AI
  3. Determine approval level Rule on the amount
  4. Request approval Task, reminder, escalation Deadlines
  5. Hand over order Call to the ERP interface
  6. Provide reporting Portal view and dashboard
  1. 01

    The request is captured

    A form you design yourself: required fields, picklists from your master data, attachments. Which fields someone sees depends on their role.

  2. 02

    The assistant makes suggestions

    From the description, AI suggests the commodity group and cost centre. The requester confirms or corrects. The entries become more accurate without anyone needing training.

  3. 03

    The amount sets the approval level

    Team leads approve up to €1,000, heads of department above that, and from €10,000 procurement as well. You can change these thresholds yourself later in the editor.

  4. 04

    Approval is requested

    The approver gets a task and an email. If nothing happens, the platform sends reminders and escalates according to your rule. Deadlines are counted in working hours.

  5. 05

    The order goes to the ERP system

    Once approved, the platform creates the order in the ERP system through its interface, using the values from the request. Nobody has to retype anything, and both systems show the same status.

  6. 06

    Status is always visible

    Requesters see their case in the portal, procurement sees its analysis in the dashboard. Both are views of the same data, so nobody has to keep a separate list.

This is how a process like this takes shape in the editor.

You make later adjustments yourself in the editor.

What a flow can do

The building blocks of a flow

All building blocks are available without programming and without an add-on product.

Time

Deadlines play a central role in many processes.

The complaint must be acknowledged within 24 business hours, the change needs approval before the maintenance window, the safety briefing expires after twelve months. In nexxcite, you set this up without programming.

  • Calculation in business hours
  • Business hours and holidays
  • Scheduled flows
  • Triggers at thresholds

Data

Create, update, delete, link and unlink, across relationships too, down to every related line item.

Control

Conditional branches, loops over records, files and lines, variables, wait points and questions back to people.

Other systems

Calls to other systems with sign-in, starting scripts and programs, sending and receiving email, connection to your user directory.

Files

Attach, read, write, delete, process line by line. JSON, XML, Excel and CSV. Stored in the file system or in cloud storage such as Azure Blob Storage and S3.

Assistance

Language models as an optional step in the flow: suggest field values, summarise and classify text, an assistant with access to tools. You use your own AI account for this.

Defined in one place

Rules apply wherever data is edited

They are defined on the data model and apply in the interface, through the API and in flows running in the background. You do not need separate automations for things that should be a given.

Triggers

What triggers a flow

  1. Click

    User action

    A button, a menu entry, opening a form or an action from a list, including for several selected records at once.

  2. Data

    A change to data

    A record is created, changed, saved or deleted. The flow can run before or after saving and cancel the operation if needed.

  3. Time

    Schedule and threshold

    Run on a calendar or when a value crosses a limit, such as a deadline expiring in 24 business hours.

  4. Mail

    Incoming email

    A monitored mailbox receives messages. Rules decide by sender, subject, content and attachments which process results, including matching it to an existing case.

  5. System

    A call from another system

    A connected system triggers the same flow a click would. There is no second, different processing path for machine calls.

The flow is visible

The logic of a process is always visible

Grown over time

Nobody knows what hangs off a record

Configurations often become hard to maintain because logic spreads across scripts, triggers and automations that someone set up at some point.

  • The obvious rebuilt as automation
  • Nobody knows which automation fires when
  • Logic as text, readable only by its author
  • Every change is a risk to production
With nexxcite

Flows shown graphically, logic as a whole

Steps, branches and loops are arranged graphically rather than programmed. The same view exists for all the business logic of a record type.

  • Rules on the data model, flows on the event
  • At a glance: what happens on save
  • Readable for business and IT alike
  • Changes in a draft, with approval and the option to undo

FAQ

Questions from everyday practice

Can a flow wait for a person?

Yes. Wait points and questions back to people are part of flow control, for example an approval that has to be given before the flow continues.

How are holidays and business hours handled?

Business hours and public holidays are a definition of their own. Deadlines and escalations count in business hours, not calendar hours.

Can a flow prevent a save?

Yes. Flows can run before saving and cancel the operation. For simple checks, a validation rule with its own error message is often enough.

Are tasks running in the background monitored?

Yes. Tasks that run in the background are monitored. If nexxcite runs on several servers, it is defined which one handles the schedules, so nothing runs twice.

Can the AI create flows and rules?

Yes, if you wish. You describe the logic, for example "up to €1,000 the team lead approves, above that the head of department", and the AI creates the rule and the flow in a draft. Neither takes effect until you approve it.

Live demo

Bring along a demanding flow

Ideally one with exceptions, deadlines and another system in the middle. A flow like that shows you whether the platform fits your requirements.

  • Your flow, not a demo script
  • Built live in the editor, with AI if you wish
  • Remote or on site