Versions Compared

Old Version 5

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

First navigate to the Flows Home Page inside one of your application. See the Flows Home Page for help navigating here.

Warning

We recommend that tenant admin users not create or edit flows, nor have roles assigned to them. These users should restrict themselves to administrative tasks.

Once you are in a flows home page, start by clicking New to add your first application. Then click the name of the application or the Edit icon and click New to create your first flow.

A unique and arbitrary flow name will be generated automatically--Flow 31 for example. You'll change this name when you begin working on your flow to something meaningful like Employee On Boarding shown below.

Image RemovedImage Added

The Flow Designer has several components. Each is described below.

Column
width240px

On This Page:

Table of Contents
maxLevel1
 

...

Note

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 This control appears on the Forms palette in the flow designer when you click the icon to edit an activity in a flow. 

...

  • Clickt the    view the workflow icon to display the steps of your flow on the flow designer canvas. Click this to return to the workflow canvas from the pdf mapping screen.
  • Click the  view forms generated by the flow icon to view/edit additional pdfs such as the W- 4 Employee's Withholding Allowance Certificate 
  • Click the  what does the user see icon to configure what users will see when they submit your flow.
  • Click the  what happens to my data icon to configure what happens to the data when the flow is submitted.
  • Click the  who has access? icon to display the Access control wizard. This wizard is used to specify flow visibility, form flow submission and audit trail permissions.
  • Click the  save and exit  icon to save the changes to your form and exit back to the Forms Flows Home Page
  • Click the print  icon to print the whole flow as it appears in the flow designer. Clicking the print icon is helpful when customizing the pdf associated with your form/flow.
  • Click the  cancel changes icon to discard changes you’ve made to your form and exit back to the Forms Flows Home Page