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You won't see any flows the first time you use Live Forms, but as you soon as you create some you'll see them here. There are three icons at the top of the flows home page. Each is described below.
icon to create a new flow. Once you have created some flows, the flows will be displayed based on the creation date with the oldest flow on top. You cannot change this default sort order.
icon to upload a flow zipfile previously downloaded to disk. When uploading a flow to a new tenant make sure the roles set on the flow steps exist in the new tenant otherwise flow navigation will not work properly. 
icon to edit the application properties.To the right of each flow name are four icons. Each is described below.
icon to attach a thumbnail icon to your flow. You can select one of the icons provided by 
icon to internationalize a flow with translations in different languages.
icon brings up an enhanced Access Control wizard that allows the designer to specify runtime access for the flow, configure selected users or roles that can execute the flow and view/edit flow submissions. Additionally, the designer can allocate view permissions for the flow audit trail.
icon to delete the flow. Keep in mind there is no Undo feature so this action is permanent. Deleting a flow also deletes all associated flow submissions, saved and pending tasks. See replacing flows.Below each flow name are six more icons. Each is described below.
icon to open your flow and edit it in the Flow Designer.
icon to test your flow. See Testing Flows.
icon to download the automatically generated schema associated with your flow. See Schemas for full details.
icon to download a zipped version of the flow to disk. A single zip file will be created with the name of your flow, followed by _flow.zip. This icon also appears on the Applications home page so you can zip your entire application, including all the flows & forms it contains. The zip file name will be the name of your application, followed by _app.zip.
icon to share your flow in a number of different ways. Before you click this remember to mark your flow public or you will not be able to share it with others. See Sharing Forms & Flows.Click the 
icon to view the submissions for this flow. Click the 
icon to view submissions in the Legacy view.
The Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV . You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release. |
icon to deploy a flow to Production state and remove the Development watermark. This toggles the icon to the 
undeploy icon. If your form server license enables a limited number of Production forms/flows you will get an error message when you hit your license production form limit.
icon to undeploy a flow and move it from the Production state back to the Development state.The same details apply to forms and flows. See Forms Home Page.
The same details apply to forms and flows. See Forms Home Page.
When you delete a flow by clicking the icon the form, the flow is permanently removed and cannot be restored. The delete operation also deletes all submissions from Live Forms; submission repository and any saved in process form instances and pending workflow tasks.
Before deleting you may wish to download a copy of the flow to disk by clicking the download icon.
If your goal is to update your flow to a new version that you had previously downloaded to disk or to revert to an older version previously downloaded to disk, do not first delete it since, as stated, this removes all associated saved/submitted/pending flow instances. Instead leave the original as it is and upload the version from disk by clicking the upload icon. A dialog will display that lets you browse to the flow on disk.
Notice there are two checkboxes for uploading your flow:
Checkbox 1: Check this box to replace the current version of your flow with an updated version. The updated version will have the same ID in your application if it exists.
Checkbox 2: Check this box if the flow you are uploading has XML schemas and you want these schemas to be ignored if they already exist in the application. The existing schemas will be used.
To copy a flow, you must download it first then upload it to the same user. The uploaded flow will appear on the Flows Home Page named Copy of followed by the name of the flow that was uploaded. Access Control permissions assigned to the original flow are retained in the copy.
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Designer users can grant other users the ability to edit a flow and access related submissions. The Access Control and Shared Items topic explains the details.
