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- Click the Link Icon to create a linked step.
- Click the pencil icon to open a step in the Form Designer to edit it.
- Click the delete icon to remove a linked step.
- Click the download icon on the parent step as a standalone form.
- Click the Edit Step Properties to access the Property tabs for the flow step.
Linked Steps Workflow Examples
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- Click the Edit Step Properties icon on the step then click the Settings tab.
- Click the icon in the Properties Navigator on the left side of the screen. This takes you directly to the Settings tab.
- Click anywhere in the General Settings section of the Properties Navigator. This takes you directly to the Settings tab.
- Type the name of the flow step in the Name field on the Settings tab. For this example, the name of the second third step is Finance.
Save the workflow.
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