Creating flows

The behavior screen is composed of:

addflow_editflow.png 

 

Flow toolbar

On the Flow toolbar you have:

  • flow_open.png - Open a previous saved project.
  • flow_save.png - Save the flow project.
  • flow_download.png - Import a xml file. 
  • flow_check.png - Check the script for errors.
  • flow_script.png - Downloads the xml script.
  • flow_publish.png - Publish the flow to OneContact.
  • flow_center.png - Center the image (fitting to screen).
  • flow_expand.png - Expand the design area (click on flow_resize.png to go back to the previous view).

 

 

Flow components

On the Flow components you have:

Note: To know more about each component, click here.

 

Flow design area

The design area is a blank canvas where you can determine what kind of flow you want to create. It only has a start component, where all your flows begin.

On the right menu bar, you have all the components grouped into categories.

On the design area you can:

 

To place a component in your flow area:

  1. Click on the desired category.
  2. Drag and drop the desired component. 
    addflow_editflow_drag.png
    Note: Once on the design area, you can move the component wherever you want by clicking on it and dragging it through the design area.

 

To connect the components: 

  1. Click on the right down corner of the component.
    Flow_connect.png
  2. Drag the line to the top left corner of the desired component.
    Flow_connect2.png

 

To configure the components: 

  1. Click on the desired component.
  2. The components menu, on the right side of the screen, is replaced by the component configuration card:
    Flow_configure.png
  3. Fill the component card with the required information.

 

 

Component error

If a component is not properly configured or connected, the errors will be displayed:

component_error.png

Fix the errors displayed in order to save the project and create a functional flow.

 

 

To remove a component from the design area:

  1. Click on the component to highlight it.
  2. Click on Flow_remove.png to remove the component.
  3. Click DELETE on the confirmation pop-up.
    Flow_deleteflow.png

 

 

 

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