Flows

The flow list allows you to design and manage flows of Onboarding and Authentication, defining the steps that the end user will follow until completing the process. This module is only accessible to the Admin role.

Main functions

From this view, it is possible to quickly identify the status of each flow (in progress, completed, or with issues), as well as check how many integrations each one is present in. In addition, it allows you to edit or delete existing flows and search for a specific flow easily. The list offers filtering by creation date, name, flow type, and status (status), as well as the possibility of customizing the columns of the table to show only the relevant information. Finally, from this view you can create a new Flow and navigate between the different pages entries in the list using pagination.

1. Filter by matching search.

2. Filter by date.

3. Filter by parameters specific.

4. Modify columns view: you can hide certain columns that you do not need to see.

5. Create new flow.

6. Edit flow.

7. Delete flow.

8. Expand list of integrations of the flow.

9. Navigate between the pages of the table.

Create a flow

To create a new flow, click the Add Flow in the flow list.

Creation steps

1. Choose whether the flow will be for web or mobile environment.

2. Select a template existing (template) or create a flow from scratch.

3. Configure the flow steps:

   • Add or delete steps by drag and drop.

   • Complete the required configuration for each step.

Edit a flow

When clicking the Edit flow, the configuration environment opens, where it is possible to modify the structure of an existing flow.

1. Edit name of the flow.

2. Save changes to the flow edit.

3. Learn more information about using the components.

4. Components to drag into the flow.

5. Edit alias of the component.

6. Open basic configuration of the component.

7. Open advanced configuration of the component.

8. Cancel changes to the component configuration.

9. Save changes to the component configuration.