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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 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.

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  • Click the 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. See the Mobile Forms tutorial for more informationRefer to this documentation for the details.
  • Click the 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  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.

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