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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.

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

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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 your flow for more information.

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 appears on the Forms palette in the flow designer when you click the Image Added 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.

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  • 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 Flows for the details.
  • Click Form Action to configure what users will see when they submit the final step of your flow
  • Click Doc Action to configure what happens to the data when they submit the final step of your flow
  • Click Finish to save the changes to your flow
  • Click Cancel to discard changes you’ve made to your flow