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To design/modify a form step in the flow designer, first click it to select it; it turns light blue. Click the pencil icon  to launch the Form Designer. For more information on designing forms, please see the Form Designer documentation.

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As a reminder, when When a form is added to your flow it is added as a copy. When you edit Editing it, your saves changes will be saved to the copy and will not affect the original form that was dragged in from the palette. However, you can download a form step from a workflow as a standalone form by clicking the Image Modifiedforms icon.


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Workflows where one form gets routed to a lot of people and they all have to work on it collaboratively, typically use the Linked steps approach.

Note

Just a reminder, there There are several design paradigms for workflows that you may want to consider depending on your flow requirements. You can find examples of each type here.

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