Flow guide
Creating a flow template
To create a template you need to:
- open «Flows» in the left-hand menu and switch to the «Templates» tab, at the top in the title bar;
- press «New flow», at the top right: a full-screen window opens with five steps along the top — «Info», «Organization», «Display», «Structure», «Summary» — and above each step it says what you’re deciding.
The five steps
- «Info» — «Give the flow a name, description and category». The participant sees the name and description; the «Category» they don’t, it’s only for you to sort the list.
- «Organization» — «Choose the structure type, the intro dashboard and the optional conditional logic». The three shapes are «Questions only», «Topics only», «Divide by areas», and «The type of structure cannot be changed after creation.»
- «Display» — «Choose how participants navigate the steps of the flow»: «Step by step» («Users fill in one step at a time») or «Single page» («All steps visible on a single page»).
- «Structure» — this is where you actually build: see the page on areas, topics, steps and boxes.
- «Summary» — «Review the information before saving».
⚠️ Draft and enableable
As soon as you save, the question «What do you want to do with this flow?» appears, with the explanation: an «Ready» flow can be activated on a collection and assigned to participants; in «Draft» it stays editable but not yet usable.
Choose right away — «Keep as draft» or «Make enableable» — and you can change your mind later: on the template’s card, at the bottom right, the green tick is «Mark as ready» and the orange arrow «Back to draft» (the latter only as long as the flow isn’t active on any collection). The state can be read on the card’s label: «Draft», «Ready», «Active».
As long as it stays in draft it doesn’t appear among the activatable flows: if while creating a request you read «No flow available», this is what happened.
A flow has to ask for something
The most important check is this one: «The flow must contain at least one upload, fill-in or signature step: a questions-only flow is not an upload flow.»
The other actions on the card
At the bottom right of each card, on hover: «Preview» (opens the flow as
the participant will see it), «Edit», «Clone» (an independent
copy), «Export as JSON template», «Delete». Next to
«Created by
Above the list the categories are tabs, with «All» first.
On a phone: the actions are in the three dots at the top right of the card, and a template can’t be created — you read «Creating templates is only available on desktop. Sign in from a computer to create a new template.».
If you can’t find «New flow»
You need the «Gestione template flussi» privilege: with «Visualizza flussi» alone, templates can be read but not created. Ask whoever manages Flow’s users.
Questions this guide answers
- how do I create a flow
- how do I make a form to collect documents
- what do draft and enableable mean
- how do I change a flow's structure
- how do I duplicate a flow
Alex