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Forms can be used standalone or composed into flows where you can create both multi-page forms and workflows that route your form through an approval process collecting digital signatures along the way.

The Flows home page appears when you click on the Flows tab.

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  • Click the  icon to create a new flow. Once you have created some flows, the flows will be displayed based on the creation date with the oldest flow on top. You cannot change this default sort order.
  • Click the  icon to upload a flow zipfile previously download downloaded to disk. When uploading a flow to a new tenant make sure the roles set on the flow activities exist in the new tenant otherwise flow navigation will not work properly. 
  • Click the  icon to edit the application properties.

To the right of each flow name are three are five icons. Each is described below.

  • Click the Image Modified icon to attach a thumbnail icon to your flow. You can select one of the icons provided by or you can upload your own. The icons will display on the iPhone and iPad mobile devices. Refer to this documentation for the details.
  • Click the Image Added icon to create/edit an Access Control List for a flow. The Access Control List is a way to allow other users access to various functions of a flow such as submissions. See Shared Items for further details.
  • Click the Image Added icon to internationalize a flow with translations in different languages.
  • The next icon controls the Visibility of the flow and functions as a 3-way toggle. The  icon tells you that your flow is a private flow, meaning only you (the owner of the flow) can edit, test or use it. Clicking this icon once will change it to this icon and make the flow usable by anyone who has an account (username/password) and is logged in to your tenant. Clicking the icon again will change it to this  icon and make the flow public so anyone can use it even if they are not logged in. If the flow is public, clicking the  icon will make it private.
  • Click the  icon to delete the flow. Keep in mind there is no Undo feature so this action is permanent. 

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  • Deleting a flow also deletes all associated flow submissions,

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Below each flow name are six more icons. Each is described below.*

  • Click the

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  • Image Added icon to open your flow and edit it in the Flow Designer.

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  • Click the

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  • Image Added icon to test your flow. See

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  • Click the

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  • Image Added icon to download the automatically generated schema associated with your flow. See

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  • for full details.

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  • Click the

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  • Image Added icon to download a zipped version of the flow to disk. A single zip file will be created with the name of your flow, followed by _flow.zip. This icon also appears on the Applications home page so you can zip your entire application, including all the flows & forms it contains. The zip file name will be the name of your application, followed by _app.zip.

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  • Click the

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  • Image Added icon to share your flow in a number of different ways. Before you click this remember to mark your flow public or you will not be able to share it with others. See

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  • Click the

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  • Image Added icon to view the

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  • Click the

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  • Image Added icon to deploy a flow to Production state and remove the Development watermark. This toggles the icon to the

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  • Image Added undeploy icon. If your form server license enables a limited number of Production forms/flows you will get an error message when you hit your license production form limit.

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  • Click the

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  • Image Added icon to undeploy a flow and move it from the Production state back to the Development state.

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To manage production form go to your My Account -> Manage Production Forms page. See [[V4_Admin_Home_Page#Manage_Production_Forms | managing production forms]] for more information.

 

Production Flows

The same details apply to forms and flows. See Forms Home Page.

Deleting/Replacing Flows

When you delete a form, flow or application by clicking the  icon the form, the flow or application (and in the case of a deleted application, all the application's forms and flows) is permanently removed and cannot be restored. The delete operation also deletes all submissions from LiLive Forms; submission repository and any saved in process form instances and pending workflow tasks.

Before deleting you may wish to download a copy of the form, flow or application to disk by clicking the  download icon.

If your goal is to update your form, flow or application to a new version that you had previously downloaded to disk or to revert to an older version previously downloaded to disk, do not first delete the it since, as stated, this removes all associated saved/submitted/pending form and flow instances. Instead leave the original as it is and upload the version from disk by clicking the  upload icon. A dialog will display that lets you browse to the form, flow or application on disk and giving give you the option of replacing the current with this new version.

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