Edit a Flow

The Flow Details page provides essential options for managing a flow. You can edit the flow design to modify its workflow logic or update its properties to change its name, description, status, integrations, or delete it.

Editing a Flow

You can edit a flow in two ways:

Method 1: Using the Flow Details Page

1. Open the Flow Details page by clicking the flow name or selecting "View Details" from the ellipsis menu.

2. Click the Open button.

3. The Flow Designer will open in a new tab.

4. Make the necessary modifications to the workflow.

5. Execute your flow.

Method 2: Using the Flows Page

1. On the Flows Page, locate the desired flow.

2. Click the ellipsis (⋮) menu in the Action column.

3. Select the Edit option.

4. The Flow Designer will open in a new tab for editing.

5. Make the necessary modifications and run your flow.

The Flow Designer provides an intuitive interface, allowing for smooth adjustments, and auto-saves every change you make. Once you're satisfied with your updates, the flow is ready for execution.

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Editing Flow Properties

The Properties button allows you to update essential flow details. Follow these steps to update flow properties:

1. Open the Flow Details Page.

2. Click the Properties button.

3. Modify the following details as needed:

   • Flow Name – Rename the flow.

   • Description – Add or update details.

   • Flow Status – Set to Active or Draft.

   • Integration Selection – Change or update linked integrations.

   • Delete Flow – Permanently remove the flow (use with caution).

4. Click Save to apply changes.

WARNING

Deleting a flow is irreversible. Ensure it is no longer needed before proceeding.