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First navigate to the Flows Home Page inside one of your application. See the

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Flows

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Home

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Page

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for help navigating here.

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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

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Once you are in a flows home page, start by clicking New

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Image Added to add your first application

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. Then click the name of the application or the Edit

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Image Added 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 Mortgage Application shown below.

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On This Page:

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

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