This section provides information on configuring flows.

Creating a flow

  1. Go to ADMIN SETUP > Application Settings > Flow Settings.
  2. Click Create New. The New Flow pop-up is displayed.
  3. Enter the following details:
    • Flow Name: Enter a name for the flow.
    • Description: Enter a description for the flow. 
  4. Click Create.

A flow is created and saved.

Editing a flow

  1. Go to ADMIN SETUP > Application Settings > Flow Settings.
  2. Search for the flow you want to edit.
  3. Click the ellipsis icon next to the flow name and click Edit. The Edit Flow pop-up is displayed.
  4. Edit the description and click Save.

Deleting a flow

  1. Go to ADMIN SETUP > Application Settings > Flow Settings.
  2. Search for the flow you want to delete.
  3. Click the ellipsis icon next to the flow name and click Delete. The Remove Flow Setting pop-up is displayed.
  4. Click Confirm.