Editing a flow
The stage rail, the step panel, templates and flow settings.
01The stage rail
The edit view is the flow’s settings on the left and the rail of stages on the right. Add stage appends a column, and dragging a card reorders the rail. A stage card carries its colour dot and its title, typed in place. A stage’s step rides beside it as its own card, tied with a line: its icon changes the type, its label renames it, and the sliders open the step panel, where everything else about that step is edited. A green play on the card is a note, not a button: it shows while success moves the work on.
- Colour dot
- The stage’s accent, picked from the dot’s own palette.
- Title
- Typed on the card, up to 20 characters.
- Step panel
- The sliders on a step, or its amber Needs details badge, open the panel in the sidebar: On success, the failure route, what the intake takes in, the step’s own settings, the answer map for submissions, and Remove, stacked top to bottom.
- On success
- A switch in the step panel, on the last step of a chain. Off is the default: the work waits for a person. On moves it to the next stage, and the card wears the green play while it is on.
- Steps
- The add button beside a bare stage lists Triggers, Actions and Controls in place. The + under a step adds the next one: a stage runs its steps in order the moment work arrives, so the first stage can notify or assign right after its trigger.
02Starting from a template
New flow asks for nothing: a blank flow or a template, and the name lives in the editor. A template does not just draw the rail. It also creates any forms and offerings the rail refers to, as drafts, so you are editing a working shape rather than filling in blanks.
03Flow settings
The flow’s own switches live in the settings pane on the editor’s left, not on any stage. Turning a switch off never deletes what sits under it.
- Public profile
- Puts this flow’s offerings and forms on your public page.
- Views
- Which of Board, List, Calendar, Gantt and Flow this flow offers.
- Manual entry
- Lets the team create items directly, with an optional customer name and email ask.
- Response targets
- Tracks time to first response and to resolution against targets you set.
- Timekeeping
- Lets the team log time on items with a timer, with an optional idle reminder.
- Assignees
- Whether items carry an owner, and whether several people can hold one item.
- Notes
- The running note thread on each item.
- Documents
- Whether items carry attached files.
- Progress tracking
- By stage, by tasks, or manual.
04Drafts are lenient
Save keeps whatever you have, including stages nothing reaches yet. Anything questionable comes back as a warning in the banner and never blocks the save. The wall is publish, not save.
05Test before you publish
Test runs the rail against a sample payload you type in. Conditions evaluate for real against it, so you can see which branch a value takes; actions only report what they would have done. Nothing is written and nothing sends.