Flow creator tab description

Last Updated : Nov 20, 2023 |

The Flow creator tab has the following five sections:

  1. Top bar

  2. Palette

  3. Canvas

  4. Properties pane

  5. Canvas Overview area



The Flow creator tab screenshot


Top bar

The top bar contains the following buttons to save a self-service flow:

Button

Purpose

Save Draft

Saves a self-service flow as a draft copy. One draft copy of a self-service flow is available at a time.

Save Version

Saves a self-service flow as a new version that you can publish to customers. When you save a version, Automation validates the workflow. For successful validation, you must configure messages and mappings, and connect all the tasks on the canvas with appropriate target tasks.

If the validation is successful, Automation creates a new version. You can create multiple versions for a self-service flow. To facilitate differentiation of versions, add a description of a newly created version.

Close

Closes the Flow creator tab and returns you to the Self-service Flows page.

Palette

The palette is the section of the page beside the navigation pane. The palette lists tasks that you can drag and drop onto the canvas as part of a self-service flow.

Canvas

The canvas is the section of the page where you can see the self-service flow as you build it. You can drag tasks from the palette onto the canvas to create a self-service flow. When dragging tasks across the canvas, guidelines appear to aid alignment. When you drag a task onto the canvas, it automatically snaps to the closest grid location.

Properties pane

Automation displays the Properties pane when you click a task on the canvas. In the properties pane, you can configure task properties, such as a name, question types, messages, exit paths, and mappings.

Canvas Overview area

The canvas overview area is the section at the bottom of the page where you can see the scaled copy of the canvas. The blue frame shows what part of the canvas is visible on the page.