Banks

Banks stores tables of reusable business data. Open a bank to review its columns and rows before connecting it to a flow.

Use a bank in a flow

1. Create or open the bank and define the values it should contain.
2. Check column names, types, and the records the flow will use.
3. Select the bank in a Bank node and configure the available input and output fields.
4. Test a representative row and a missing-value case in the Flow Builder Simulator.

Changes to reusable data can affect several flows. Review consumers before renaming or removing fields, and keep private data out of banks intended for public use.

Related guides: Bank node and Simulator.