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  • Click anywhere in the General Setting section in the Properties Navigator on the left. This opens the Settings tab. Change the name of the step from the default to something meaningful in the Name field.
    When you click on any step in the flow,  a series of action icons displays depending on the step type. Creating a flow step by dragging/dropping an existing form or a New Form from the Palette shows these icons:

    • - Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the flow step and in the Properties Navigator on the left side of the designer. 
      • Clicking the Edit Step Properties icon on a flow step displays tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location.
      • Clicking the Edit Step Properties from the Properties Navigator or simply clicking on a section of the Properties Navigator brings you directly to the tab for immediate editing.
    • - Chain link icon - Click this icon to create Linked Steps. Refer to Linked Steps in a Flow for a discussion of this Flow Design pattern and when you should use it.
    • - Download Arrow over bar - Use this icon to download the step of the workflow as a standalone form. You may want to do this if you update the step in the flow designer and you want to keep your Forms and Flow libraries in sync.
    • -  Pencil icon - Click this icon to make changes to a flow step. The form will open in the Forms Designer inside of the Flow Designer. Remember, the form in the Flow Designer is a copy and any form changes will not automatically sync up with the original form in your Forms library.
    • Image Modified - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

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Existing Forms 

The palette contains all of the forms that you have already created and which are listed in your current application's forms home page. You can use any form as a step in the flow. Adding an existing form to the flow creates a copy of that form. If you later edit the form from the forms home page,  those changes will not affect the step in the flow. It remains as it was at the time you copied it into the flow. If you want to update the flow to have a new copy of the form, delete the form from the flow and drag it in again. You can also edit the form directly in the flow. Conversely these changes to the form inside the flow do not affect the original form in the form home page.

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  •  Click to select it.
    When you click on any step in the flow,  a series of action icons displays depending on the step type. Creating a flow step by dragging/dropping an existing form or a New Form from the Palette shows these icons:

    • - Cog icon - Click this icon to edit Step Properties. This icon is displayed when you select the flow step and in the Properties Navigator on the left side of the designer. 
      • Clicking the Edit Step Properties icon on a flow step displays property tabs to set up Settings, Assignment, Messages, Rejection, Precondition, Escalations, Emails, Web Hook, Quick Approval and Geo Location.
      • Clicking the Edit Step Properties from the Properties Navigator or simply clicking on a section of the Properties Navigator brings you directly to the tab for immediate editing.
    • - Chain link icon - Click this icon to create Linked Steps. Refer to Linked Steps in a Flow for a discussion of this Flow Design pattern and when you should use it.
    • - Download Arrow over bar - Use this icon to download the step of the workflow as a standalone form. You may want to do this if you update the step in the flow designer and you want to keep your Forms and Flow libraries in sync.
    • -  Pencil icon - Click this icon to make changes to a flow step. The form will open in the Forms Designer inside of the Flow Designer. Remember, the form in the Flow Designer is a copy and any form changes will not automatically sync up with the original form in your Forms library.
    • Image Modified - Minus icon - Use this icon to delete a step in a workflow. You will NOT be asked to confirm the deletion. Once clicked, the deletion is permanent.

Image Modified

When you add an existing form as a step in your flow:

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