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First navigate to the Flows Home Page inside one of your application. See the Flows Home Page for help navigating here.

Warning

We recommend that tenant admin users not create or edit flows, nor have roles assigned to them. These users should restrict themselves to administrative tasks.

Once you are in a flows home page, start by clicking New to add your first application. Then click the name of the application or the Edit  icon and click New  to create your first flow.

A unique and arbitrary flow name will be generated automatically--Flow 31 for example. You'll change this name when you begin working on your flow to something meaningful like Employee On Boarding shown below.

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The Flow Designer has several components. Each is described below.

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Note

The Form Viewer control is used to allow a generated PDF to be viewed as part of a form activity step in a flow. In this version of , this control only appears on the Forms palette in the flow designer when you click the icon to edit an activity step in a flow. 

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