Creating a New User Flow

To create a new workflow from scratch navigate to the User Flows Dashboard and click the "Create User Flow" button located at the top-right of the page.

The "New Workflow" modal will appear. In the "workflow name" input field, type a descriptive name for your new workflow. For example, "Demo User Work Flow". Note: The "Create" button will become active once you start typing a name. Click the "Create" button. You will be redirected to the workflow editor for your newly created flow.

The User Flow Editor

After creating a new workflow, you are taken to the editor canvas where you define its triggers and steps.

1. Workflow Title:

   • Displays the name you gave the workflow (e.g., "Demo User Work Flow").

   • Pencil Icon: Click this to edit the workflow name.

2. Status:

   • Indicates the current state of the workflow (e.g., "Currently in Draft").

3. Options Menu (Three Dots):

   • Provides additional options for the workflow to change status of the workflow to archive or you can duplicate the workflow. Note that if you are in an archived workflow you can delete the wor flow.

4. Canvas Area:

   • The main workspace where you build your flow.

   • It starts with an initial node: "Add trigger".

     • Lightning Bolt Icon: Visual indicator for a trigger.

     • Plus Icon (+): Click to add a trigger.

     • Trash Icon: Click to delete this trigger node (if no trigger is configured yet).

5. Bottom Bar:

   • Actions Button (Tool Icon) Opens a menu of available actions that can be added to the workflow. See the workflow editor for a more detailed breakdown of the actions button.
   • Right-most Icon (Link Icon): Allows you to lock or unlock the workflow to prevent / enable it being edited.