To re-order steps, click on the desired step to drag and drop it amongst the existing steps to update the order. The process visual will re-render on the right.
How to move, copy, and merge steps
How to publish or discard changes
How to move, copy, and merge steps
To move or copy steps and decision trees, hover over a step on the Flow Diagram and select the blue menu icon that appears to the left. Once you select “Move” or “Copy” all available spots to place the step will appear in green on the Flow Diagram.
From the last step of a flow branch, you can merge that step to other existing steps in the flow. Simply hover over the step on the flow diagram, select merge, and select which step you want to merge it to that’s highlighted in green.
NOTE: it must be the last step in that flow branch for the merge option to appear
How to unlink steps
If you've merged branches from a decision or a loop and you want to undo that merge to split apart those branches again or break the loop, follow these steps:
- Click on the blue plus button of the step that is merged into another step (see red circles below).
- In the Select a step type window that appears, look in the top menu bar and click the ⛓️💥 Unlink button to break that link.
How to publish or discard changes
Once edits are made to the steps in a flow, the Publish Changes and Discard Changes buttons will highlight to indicate that you can either discard the changes or save and publish the changes. Once Publish Changes is clicked, edits will be published real-time to users of BrightReps Sidekick™.
Flow Builder automatically saves your edits as a draft. When making edits you can undo/redo edits made in that session. Select “Discard Changes” to discard edits since the last published version. Select “Publish Changes” to publish your current edits.
Comments
0 comments
Article is closed for comments.