Create and Interact with Flows on the Web

Starting in version 2020.4.0, you can create and interact with flows on Tableau Online to clean and prepare your data. Connect to your data, build a new flow or edit an existing flow and your work is automatically saved every few seconds as you go. Create draft flows that are only available to you or publish your flow to make it available for others. Run your individual flows right from the web or run your flows automatically on a schedule using Tableau Prep Conductor if you have the Data Management Add-on. For more information, see Tableau Prep on the Web.

Turn flow web authoring on or off for a site

Note: This setting is only available for Tableau Server. Web authoring is enabled for Tableau Online and cannot be turned off.

  1. In a web browser, sign in to the server as an administrator and go to the site in which you want web authoring to be enabled. In that site, click Settings.

  2. In the Web Authoring section, select Flows. Let users edit flows in their browser. to enable the functionality.

    Clear the tick box to turn off web authoring for that site.

  3. If you want the change to take effect immediately, restart the server. Otherwise, the change takes effect after server session caching expires or the next time users sign in after signing out.

Enable Run Now

Control whether users or only administrators can run flows manually using the Run Now option. The Data Management Add-on is not required to run flows manually.

  1. In a web browser, sign in to the server as an administrator and go to the site in which you want to enable Run Now for flows. In that site, click Settings.

  2. In the Run Now section, select Let users run jobs manually using Run Now to enable the functionality.

    Clear the tick box if only Server Administrators can run flows manually.

Enable Tableau Prep Conductor

If the Data Management Add-on is enabled, enable this option to let users schedule and track flows in Tableau Server and Tableau Online. For information about the additional configuration requirements for Tableau Prep Conductor, see Tableau Prep Conductor(Link opens in a new window).

  1. In a web browser, sign in to the server as an administrator and go to the site in which you want to enable Tableau Prep Conductor. In that site, click Settings.

  2. In the Tableau Prep Conductor section, select Let users schedule and monitor flows to enable the functionality.

Enable Tableau Prep Extensions

Supported in Tableau Server and Tableau Online starting in version 2021.2.0

Set this option to control whether users can connect to Einstein Discovery to run predictive models against data in their flow.

You can use Einstein Discovery-powered models to bulk score predictions for the data in your flow when authoring flows on the web. Predictions can help you make better informed decisions and take actions to improve your business outcomes.

You'll need to configure additional settings to include predictions in our flow. For more information, see Add Einstein Discovery Predictions to your flow(Link opens in a new window) and Configure Einstein Discovery Integration(Link opens in a new window).

  1. In a web browser, sign in to the server as an administrator and go to the site in which you want to enable Tableau Prep Extensions. In that site, click Settings > Extensions.

  2. In the Tableau Prep Extensions section, select Let users connect to Einstein Discovery to enable the functionality.

Turn autosave off or on

Enabled by default, this feature automatically saves a user's flow work every few seconds.

While not recommended, administrators can disable autosave on a site using the Tableau Server REST API method "Update Site" and flowAutoSaveEnabled setting. For more information, see Tableau Server REST API Site Methods: Update Site(Link opens in a new window). For more information about autosave on the web, see Turn autosave off or on.

For more information about configuring site settings, see Site Settings Reference(Link opens in a new window) in the Tableau Server help.

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