Accessing the Flow Manager Tool

A flow is a set sequence of various component-types that can be created, edited, and enabled at the portal level. This article is a general overview of the flow manager, including how to access the tool and how to interact with the flow-listing table.

• To learn about flows in general, see this article.
• To learn how to create a flow and to see definitions of flow components, see this article.
• To learn about branching in a flow, see this article.

Accessing the flow management tool

1. Go to the Settings section
2. Go to the Portal Management module
3. Choose the portal 
4. On the left side, you'll see a vertical menu; Under the CONTENT section, click on the "Flows" option

Here you will see a table listing the flows that already exist and the "CREATE" button above it.

Table columns provide basic actions and information related to the flow:

1. The action icon, when clicked, allows you to:
   • View the flow's architecture, which means you can observe the components and branches that construct the flow.
   • Edit the flow (if it is a custom flow), which allows you to add or delete components, edit content within components, and change the structure of the flow.
   • Copy the flow, which is particularly useful for system flows that you cannot directly edit; cloning the flow creates a new custom version of the flow and enables editing.
   • Delete a custom flow (system flows cannot be deleted, but they can be disabled which will prevent them from appearing in the associated portal).
   • Export the flow creating a file that can be imported into another portal.
   • Keywords related to the flow.
   • Type of flow (either custom or template).
   • Date of the most recent publishing.
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2. The title of the flow (the user title is seen by members who are presented with the flow, the admin title is used internally by admins).
3. The keywords associated with the flow.
4. The type of flow, which is either custom or template.
5. The date of the most recent publishing.
6. The status of the flow, which may be Draft or Published.