Accessing the Flow Manager Tool

Modified on Mon, 12 Feb 2024 at 09:47 AM

This article is a general overview of the flow manager.

  • 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.

The flow management tool can be accessed in the Portal Management module of the Settings section in the admin by the content-management role. After choosing the portal (if there is more than one), select "Flows" from the left-side menu in the CONTENT section.

A flow is a set sequence of various component-types that can be created, edited, and enabled at the portal level. 

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, lick on the "Flows" option listed access Flows V1 or click on Flows V2 to access the new version of the flow manager tool 

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:

    • Preview the flow, which means you can experience it as a member would.

    • 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.

    • Clone 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.

    • Set the status of the flow to enabled or disabled. Flows that are set to the enabled status are available in the associated portal.

    • Delete a custom flow (system flows cannot be deleted, but they can be disabled which will prevent them from appearing in the associated portal).

  2. The title of the flow.

  3. The current status of the flow within the portal; the green indicates the flow is enabled and available in the portal, the red indicates that the flow is disabled and unavailable in the portal.

  4. A check in the "System" column indicates that this is a system flow. Unlike custom flows, system flows cannot be deleted or directly edited but CAN be cloned, edited, and set to the disabled status.

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