Creating Related Flows from an Existing Flow
This function can be performed by users with Contributor role or higher
While editing a flow, you can create related flows. You may want to do this if you identify that a group of steps may be considered optional or not common and you want to keep the main flow as short and succinct as possible. Alternatively, a group of steps may be used in multiple flows, so you can move them to a separate flow that can be called from other flows.
Create a new related flow from scratch
- While editing a flow, drag a new Action box onto the editing canvas.
- In the Add Action Shape dialog, click the Link tab at the top.
Select A new flow on the left, then type in a New Flow Name and click Add.
The action box is added to the original flow with a link to the new flow. Save the original flow.
Move existing shapes into a new related flow
If you have already created a group of existing shapes and then decide it would be better to move them into their own flow:
- While editing a flow, select a group of existing shapes on the editing canvas.
- Right-click on the selected group of shapes and choose Move into new flow.
Give the new flow a name and click Move.
The group of shapes is replaced with a new action box with a link to the new flow. Save the original flow.
Editing the new flow
If you are still in the original flow in edit mode, right-click on the new flow's action box and choose Edit Flow. It will open in a new editing canvas in edit mode.
- If you are no longer in the original flow, or just not in edit mode, navigate to the original flow where the action box was added, and click on the new action box to go to the new flow (you will have to click Edit flow to get into edit mode).
