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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 |
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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 Mortgage Application Employee On Boarding shown below.  Image Removed Image Added
The Flow Designer has several components. Each is described below. |
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The toolbar at the top of the flow work area is visible when you are designing your flows but it is not visible to you when you test your flows or to your users when they access your flows. The toolbar includes the following buttons:
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- Click Flow View to return to the Flow Designer from the Gen Forms, Form Action or Doc Action screens.
- Click Gen Forms to add generated forms if the default form snapshot that is automatically generated is not sufficient. See for the details.
- Click Form Action to configure what users will see when they submit the final step of your flow
- Click Doc Action to configure what happens to the data when they submit the final step of your flow
- Click Finish to save the changes to your flow
- Click Cancel to discard changes you’ve made to your flow