User guideCreating a process
You can create a new process based on the permission set by an Account Admin.
Creating a new process
- On the left navigation, click Explore.
- On the Explorer page, click Create, which will take you to the Create from scratch page. Alternatively, you can go to the Template gallery and install one of the predefined templates.
- From the Create from scratch page, select Process.
- Enter the process name. You can also optionally add a description and category to help you organize and find your process later.
- Click Create.
- If you already have some data for your process form in a CSV or XLSX format, you can click Import data from other sources and upload the file. The columns in the file will be imported as fields into your form.
Renaming a process
To rename your process, simply click the current name, make changes, and then click Enter. You can change the description in the same way. All changes are auto-saved.
Customizing a process
Each item in your process has its own form, workflow, and permissions. Click Edit process to access the editor where you can work on these elements. As a Flow Admin, you can also access the editor from any form by clicking Edit process in the lower left corner of the form.
Finding a process
There are two ways you can search for your process.
First, click the Search button (
) on the top navigation bar of your page and type the name of the process into the search box. You can also launch the search box using the keyboard shortcuts,
- On Mac: Command key, โ + E.
- On Windows: Ctrl key + E.
- Second, click Explorer in your top navigation bar to land on the All flows page. Then you can use the search and sort features to find it quickly.
