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The Properties area shows the properties that are available for the entire flow or those available for flow steps. This is where you define workflow navigation, customize button labels, configure task information, pending messages and task notification emails seen by the flow users etc.

Some properties, such as Task Information and Pending Message  offer the designer the opportunity to define them on the flow level or customize them for individual steps.

  • Click the Image AddedEdit Flow Properties icon on the Toolbar at the top of the flow work area to access flow properties for viewing/editing. Refer to Editing Flow Properties. for the details.

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  • When you click on a flow step, a Properties Navigator panel for the flow step, displays in the lower-left portion of the Flow Designer. This panel shows information about important properties setup for this flow step. Not all of the configured properties are shown in this view.
  • Clicking inside a section or clicking on the Edit Step Properties icon in a section of the Properties Navigator immediately displays the property tab for editing.

    Refer to Editing Step Properties for more information.

Flow Work Area

The right side of the Flow Designer is the work area for the flows you create. At the top of this area is the toolbar.


The toolbar at the top of the flow work area is visible when you are designing your flows but it is not visible to you when you test your flows or to your users when they access your flows. Notice the icons on the toolbar. Hovering over the icons displays a tool tip which describes it"s function. The toolbar includes the following icons:

  • Click the  Image AddedEdit Flow Properties icon to open the Flow Properties wizard. For more detail, read Editing Flow Properties.
  • Click the view forms generated by the flow icon to view/edit additional pdfs such as the W- 4 Employee's Withholding Allowance Certificate. 
  • Click the save and test icon to save the changes and test your flow without leaving the designer.
  • Click the save and exit  icon to save the changes to your flow and exit back to the Flows Home Page.
  • Click the print  icon to print the whole flow as it appears in the flow designer. Clicking the print icon is helpful when customizing the pdf associated with your form/flow.
  • Click the cancel changes icon to discard changes you’ve made to your flow and exit back to the Flows Home Page.

The current version of a workflow is shown to the right of the flow title. When you create your flow, the version number will be zero. It will increase each time the flow is saved by clicking on the save and exit or save and test icons. This feature can help designers ensure they are working with the latest version of the form

Additional Workflow Properties are accessed using the Image Removed or the Properties Panel. For more detail, read Editing Flow Properties.

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