Flow options

Overview

Each flow has an "Options" button (three dots in the right-hand corner). When you click on it, you will see options for managing the flow.

Check out the details of each option below:

• View

• Groups

• Duplicate

• Move

• Edit

• Delete

• Favorite

View flow

The "View" option redirects you to the "Flow Canva" (flow editing area). The same view can be obtained by clicking directly on the flow.

Groups

By clicking on the "Groups" option in the flow, you can manage all the groups that have access to the flow. Read more in "Users and Permissions".

Duplicate flow

You can duplicate a flow. To do this, follow these steps:

1. Choose "Duplicate" from the flow "options" button.

2. A modal will appear to choose the integration that will receive the duplication of the flow. After choosing the integration, simply click on "Duplicate".

1. Done! Your flow has been duplicated.

Moving a flow

You can move a flow to another integration. To do this, follow these steps:

1. Click on the "Options" button and then choose "Move".

2. A modal will appear for you to choose which integration will receive the flow. Once you have chosen, simply click on "Move".

1. Done! Your flow has been moved to another integration!

Editing a flow

To edit a flow, follow these steps:

1. Click on the "Options" button and then choose "Edit".

2. The modal will present the opportunity to change the name and description of the flow.

1. Once you've made your changes, just click on the "Edit flow" button.

2. That's it! Your flow has been successfully edited.

Delete flow

To delete a flow, follow these steps:

1. Click on the "Options" button and then choose "Delete".

2. The confirmation screen for deleting the flow will appear. If you want to confirm, type the name of the flow in the specific field and then click "Delete".

1. Done! Your flow has been successfully deleted.

Favoriting a Flow

Next to the three dots, there’s a star icon that lets you favorite flows. Use this option to prioritize the flows you want to see first, especially when there are many available.

If you don't use the "favorite" option, flows will be displayed based on the most recent edits and will follow the applied filters (e.g., ascending order).