Tour
Overview
- Step palette
- Milestones
- Action palette
- Tree view (when clicked anywhere on the canvas except on steps or connectors)
- Connector
- Step
- Conditional connector
- Parallel connectors
- This entire area is called the canvas.
Settings
![Settings](https://media.screensteps.com/image_assets/assets/006/719/105/original/5ef6e20b-da56-4bbc-bb50-8bf85ab0256b.png)
- Toggle between Activated and Deactivated. Activated means that the flow will be triggered based on the start type specified and any conditions added.
- Clone - make a copy of the current flow.
- Export the flow so that it can then be imported to another org.
- Lock the flow so no one else can change it.
- FOR SALESFORCE PROFESSIONAL EDITION ONLY. Get the Visualforce code for data source for this flow. This is used to create a new Visualforce page that shows the Work-Relay status and actions in the object page view. (For all other editions, the Visualforce page is created programatically. The Professional Edition does not allow this).
Zoom
![Zoom](https://media.screensteps.com/image_assets/assets/006/719/107/original/25223a61-793f-426a-8547-806b87c2c784.png)
- Make bigger (click multiple times to change the size of the zoom).
- Fit the entire flow in the current web page.
- Fit as much as possible in the current web page without changing the zoom factor.
- Make smaller (click multiple times to change the size of the zoom).
Moving Milestones
![Moving Milestones](https://media.screensteps.com/image_assets/assets/006/719/109/original/355990c6-caf4-4e99-ba40-3fd70a89d319.png)
Move multiple steps at once
![Move multiple steps at once](https://media.screensteps.com/image_assets/assets/006/719/111/original/8546af50-64e2-433e-85a8-3afe17dceb84.png)
- Use your mouse to select which steps you want to move by clicking on the canvas and move the mouse while the mouse is still clicked.
- Then click your mouse over one of the highlighted shapes and drag the selection as needed.
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