Editing Flows

Edits can be made, if necessary, to any existing flow.

Editing a Published Flow

Edits can be made to a published flow by creating a new draft, making the necessary changes, and publishing the new draft.

  1. Go to Flows > Flows to open the Flow Management window.
  2. Click on the flow that you want to edit to open the Flow Details panel on the right side of the window.
  3. Under Published Versions, click the one that you want to update and click on the edit link.
  4. Enter a name for the new draft
    The default name will be "(current version name) - draft". Edit this as needed to indicate the appropriate new draft.
    This is a draft version name, not a flow name. You will be prompted to enter a version name and a flow name when publishing this draft version.
  5. Click Submit to launch the flow in edit mode.
  6. Make the necessary edits in the flow designer.
  7. Close the flow designer to save the changes to your draft version, or publish the new draft version.

Editing a Flow Draft

A draft version of a flow can be edited and then published or left in draft status.

  1. Go to Flows > Flows to open the Flow Management window.
  2. Click on the flow that you want to edit to open the Flow Details panel on the right side of the window.
  3. Under Drafts, click the name of the flow draft that you want to update.
    The flow designer panel will appear.
  4. Make the necessary edits in the flow designer.
  5. Close the flow designer to save the changes to your draft version, or publish the new version.

Next Section: 

Step 7: Map the Flow to an Assigned Contact Number


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