Work-Relay DocumentationFlow StepsEditing Flow Properties

Editing Flow Properties

Most Flow Properties are available to be modified even after the Flow has been created and saved.

To access an existing Flow:

View Your Flow Builder Page

View Your Flow Builder Page

Your Flow Builder Page will list all of the Flows that you have created.

  1. It is easily accessible by clicking on the Flow Builder Tab in your top menu.
  2. If you have accessed the Flow recently it may also be selected from your Recent Items box.

 

Locate Your Flow

Locate Your Flow

Pictured here is the Recent Flow Builder view.

  1. It can be sorted by a number of different criteria.
  2. Click on the Name link for your desired flow.

Your Flow Builder Page is capable of being customized via Views. Your view may vary from the one shown but the general principles will be similar.

Access the Flow Settings

Access the Flow Settings

Click the top Settings Link from the menu bar. The drop down options will appear as well but you'll want to click on the menu title - Settings.

View and Edit Flow Settings

View and Edit Flow Settings

You can now adjust many options for this Flow including enabling or disabling Chatter, add or remove users, adjust conditions and more.

Note - Once the Flow has been created and saved you are unable to change the Data Source. A new Flow must be created if your Data Source is to be changed.

Be sure to click Save to record your changes.

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