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Palette
The palette contains all of the forms in your application's form tab, a new form and a summary step. Click on the form you want and drag it into your flow. See [[#Adding_Steps_to_a_Flow | adding steps to your flow]] for for more information.=== Properties Area ===
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The Form Viewer Control is used to allow a generated PDF to be viewed as part of a form activity in a flow. In this version of , this control only appears on the Forms palette in the flow designer when you click the icon to edit an activity in a flow. Refer to this documentation for the details., |
Properties Area
This is where you define workflow navigation, customize button labels, configure task information, pending messages and task notification emails seen by the flow users, and more flow customization. When you click on a step in your flow, the Properties area displays the step's properties so you can view and edit them. There are also flow properties; click the toolbar at the top of the flow work area to access these.===
Flow Work Area
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The right side of the Flow Designer is the work area for the flows you create. At the top of this area is the toolbar.=== Toolbar ===
Toolbar
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:
[[Image:FlowToolbar.png]]
* Click '''Form Action''' to
- 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 Generate Pixel Perfect PDFs for the details.
- Click Form Action to configure what users will see when they submit the final step of your flow
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- Click
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- Doc Action
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- to configure what happens to the data when they submit the final step of your flow
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- Click
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- Finish to save the changes to your flow
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- Click
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- Cancel to discard changes you’ve made to your flow