Activities > Flows > Flow Template


Flows are a pre-set series of steps used to guide the User through an internal process. The Flow Template page is where established Flows are housed. From this page new Templates can be created, or existing templates can be customized for your needs. 

Select a Flow Template


Step 1. Navigate to Activities > Flows > Flow Template.

 

Step 2. Use the Search fields to locate the Template you want to work with. 


  • Flow Type- Select the correct Flow Type from the drop down menu. 

    • Firm- This Type can be used by the client company for global processes. 

    • Association- This Type can be used for a single, or multiple Associations.

    • Account- This Type is used for processes related to individual Owner Accounts. 

  • Active Mode- Select if the Template is Active or Inactive. 

  • Contains- Enter all or part of a field to filter by matching results. 

  • Tags- Enter one or more tags to help identify matching Flow Templates. 

  


Edit a Flow Template


NOTE- It is recommended that if you are editing to create a new Template, that you first copy the original template (see below) and then make changes to the copy. This allows you to maintain a standard template to work with in the future. 


Step 1. Navigate to Activities > Flows > Flow Template.

Step 2. Use the Search Filters to locate the Template you need to edit. 

Step 3. Click the Pencil icon to open the record. 

Step 4. Make necessary changes.  

Step 5. Click the Save button to finalize once all Blocks have been completed. 


Copy a Flow Template

Step 1. Navigate to Activities > Flows > Flow Template.

Step 2. Use the Search Filters to locate the Template you want to Copy. 

Step 3. Click the Copy icon. 


Delete a Flow Template

Step 1. Navigate to Activities > Flows > Flow Template.

Step 2. Use the Search Filters to locate the Template you want to Delete. 

Step 3. Click the Trashcan icon. 

Step 4. Click Confirm in the Confirmation window.