> ## Documentation Index
> Fetch the complete documentation index at: https://docsv4.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Flows

> Open, create, rename, reorder, duplicate and delete flows.

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.

> [!NOTE]
>
> Required permission:
>
> * View flow
> * Create flow
> * Edit flow
> * Delete flow

## 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](https://mintcdn.com/mileappv4/T0wCST91hRTDusjf/images/v4/workflow/flow-picker.png?fit=max\&auto=format\&n=T0wCST91hRTDusjf\&q=85\&s=e3ccad8956bfbb7db3aeddaed916c33a)

The flow opens in the [builder](https://docsv4.mile.app/pages/workflow/flow/builder.md), 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.

> [!TIP]
>
> If you have unsaved changes and pick another flow, the app asks you to **Discard changes** first, so you never lose edits by accident.

## 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](https://docsv4.mile.app/pages/workflow/flow/templates.md).
* **Build with AI**: a flow generated from your description. See [Build with AI](https://docsv4.mile.app/pages/workflow/flow/build-with-ai.md).

> [!TIP]
>
> 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](https://mintcdn.com/mileappv4/T0wCST91hRTDusjf/images/v4/workflow/flow-new.png?fit=max\&auto=format\&n=T0wCST91hRTDusjf\&q=85\&s=eadfb1d5790fd856c02415df0c87f5cd)

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](https://mintcdn.com/mileappv4/T0wCST91hRTDusjf/images/v4/workflow/flow-more.png?fit=max\&auto=format\&n=T0wCST91hRTDusjf\&q=85\&s=ec28323493418a6cbec7c51f7b552f59)

**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.

## Flow manager

Click the pencil button next to the flow picker to open the **Flow manager**.

![Flow manager](https://mintcdn.com/mileappv4/T0wCST91hRTDusjf/images/v4/workflow/flow-manager.png?fit=max\&auto=format\&n=T0wCST91hRTDusjf\&q=85\&s=49304870253826fe769e760e283c21bf)

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.

> [!WARNING]
>
> 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**.

## Related

* [Flow Builder](https://docsv4.mile.app/pages/workflow/flow/builder.md)
* [Templates](https://docsv4.mile.app/pages/workflow/flow/templates.md)
* [Version History](https://docsv4.mile.app/pages/workflow/flow/version-history.md)


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