The visual flow designer lets you start a new process, add steps, and create connections between steps by clicking and dragging between them. This gives you a visual representation of the flow’s structure.
There are two ways to access the visual flow designer:
- Select a flow, open the Items tab in the ribbon, and click the Visual flow designer button.
- Or click the Visual flow designer button in the flow designer.
Once the visual flow designer is open, you can:
- Add or modify steps.
- Add or modify the connections between steps: this sets the order in which steps run.
- Modify flow/step settings (including Custom Layout) by hovering over the circle with the flow name (for flow settings) or the rectangle with the step name (for step settings).
- Hide/show and enable/disable steps.
- Create parallel groups.
You cannot modify steps within a parallel group. Either modify them from the regular flow designer, or remove them from the parallel group, make the changes, then re-add them.
- To add a connection between steps, click and drag the arrow from the dot on the first step to the dot on the next step.
- To remove a connection, click the connection line and press Delete.
- To add steps to a parallel group, click the + button, add a parallel group, then drag a step into the parallel group box (make sure at least one corner of the step is inside the box).
- To change step order in a parallel group, click the arrows on the step to move it up or down.
