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To define a new flow in FlowForma, you must be a FlowForma administrator. Give the flow a meaningful title to distinguish it from others, since this is what users see when initiating a process (form).

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Steps to create a new flow

  1. Access the Flow Designer
    • Click Create new process flow from the quick launch panel.
  2. Fill in the following details
    • Flow title: Provide a unique title for the flow. This title appears in lists and helps distinguish it from other flows.
    • Group: Assign the flow to a group (e.g., “Finance” or “HR”) or create a new group by entering a unique group name. Leave this blank if no grouping is required.
      • Example: “Onboarding” and “Incident management” grouped under “HR Flows.”
      Group field example
    • Flow administrator: Specify a user or group as the flow administrator. The administrator can make changes to the flow, view content, and delegate any step, even if they are not a FlowForma admin.
    • Form prefix: Add a prefix to categorize related forms, making them easier to identify in SharePoint lists. For instance, forms tagged under “OB-” appear with a title like “OB-123.” Form prefix example
  3. Save the flow
    • Once the details are filled in, click OK.

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Working with a flow

  • Open the Flow Designer
    • Click on the flow’s name (underlined when hovered) to open the Flow Designer for editing.