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Every flow is managed from Workflow › Flow: you pick one to open it, create new ones, and use the Flow manager to rename, reorder, duplicate or delete them.
Required permission:
  • View flow
  • Create flow
  • Edit flow
  • Delete flow

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Open a flow

Click the flow picker at the top left and pick a flow. Type in Search flows to find one by name. The list follows the order set in the Flow manager.
Flow picker
The flow opens in the builder, and its address in the browser changes so you can bookmark or share a link to it. When nothing is open, the page shows No flow open. A flow shared with you by another organization is marked Shared, read-only in the list. You can open and view it, but a banner says Read-only. Shared by … and you cannot change it. Contact the organization that shared it to request changes.
If you have unsaved changes and pick another flow, the app asks you to Discard changes first, so you never lose edits by accident.

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Create a flow

There are three ways to create a flow:
  • New: an empty flow, described below.
  • From a template: a ready-made flow you can change. See Templates.
  • Build with AI: a flow generated from your description. See Build with AI.
If this is your first flow, start from a template or open one of the ready-made flows your organization already has (Pickup, Delivery, Field Sales, Field Canvassing, Home Cleaning and House Inspection). An empty flow needs a basic understanding of pages and components.
To create an empty flow, click New.
Create a flow
  1. Flow name: the name of the new flow.
Click Create. The flow opens in the builder with an empty Initial page. Add components to it, and click Add page to add the pages the field worker goes through. The arrow beside New opens More ways to create a flow:
More ways to create a flow
Name rules
  • The name cannot be empty.
  • Use letters, numbers and spaces only. Special characters are not allowed.
  • The name must be unique in your organization. Upper and lower case count as the same name.
  • Handover, Activity and ActivityWorkflow are reserved words and cannot be used as a name.

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Flow manager

Click the pencil button next to the flow picker to open the Flow manager.
Flow manager
  1. Search flows: filter the list by name. The count beside it shows how many flows match.
  2. Drag handle: drag a flow up or down to change its order. You can also focus the handle and use the arrow keys. This order is used in the flow picker and wherever a flow is picked, such as when creating a task.
  3. Flow name: who created it and who last updated it, and when. Flows that came with the account show System. Click the pencil that appears on the name to rename it.
  4. Duplicate: add a copy of the flow, named ”… copy”. The copy is created when you save.
  5. Delete: remove the flow. It is deleted when you save.
  6. Save: apply every change made in the dialog at once. Close the dialog without saving to discard them.
Rename and reorder need the Edit flow permission, and delete needs Delete flow. A flow shared with you by another organization cannot be renamed, reordered or deleted.
Renaming a flow asks you to confirm, because integrations, imports and API calls that use the old name may stop working. Delete with care too: tasks already created from a deleted flow keep their data, but they may no longer show properly on the web app or the field app.
Steps to delete a flow
  1. Click the pencil button to open the Flow manager.
  2. Click Delete on the flow you want to remove, then confirm.
  3. Click Save.