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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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- Create the workflow in the Flow Designer.
- Drag a New Form or a form from your Forms library into the flow as the first step.
- Edit Step 1 by accessing the Forms Designer inside of the Flow Designer.
- Add Sections in Step 1 for the subsequent steps. Save the flow step.
- Click the Link icon on Step 1 to create linked steps for the additional steps in the flow. Save the flow.
- Edit Step 1 in the flow and use the Visual Rule Builder to write Business Rules to show the sections in Step 1 when the flow is routed to the associated step i.e. show the Manager section on the Manager step, show the Finance section on the Finance step.
- Save and test the workflow.
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