Steps are the building blocks for your Flows. Steps can consist of Visual Pages or non-visual Navigation Logic steps.

 

Visual Pages Visual Pages are seen by users. They may contain information, questions, lists of choices, and images. They can be displayed to customers as web pages or as screens on a mobile device.



Visual Pages are only available when using Interaction Flows. For more details, refer to Creating a New Page.
Navigation Logic Navigation Logic steps direct workflow based on user input and choices, predefined logic, conversations, background processing, or other data.

Some examples of navigation logic steps include:
  • determining which page will be displayed to a customer
  • sending an automatic email notification
  • executing a natural language processing (NLP) or robotic process automation (RPA) activity
  • starting a concurrent activity
  • calling a sub-Flow

The steps available at any time will depend on the type of Flow being used. The following shows Navigation Logic options available for an Interaction Flow:


For more details, refer to any of these articles:

Adding a Flow Step

Add steps in one of the following ways:

  • Add a step that is independent from the existing workflow, and then connect it to another workflow element later:

  • Add a step directly to an existing step:

      

 

  1. From the Flow Map, right-click anywhere on the map and select Add a Step or click on any step that does not have a next step. The Visual Page and Navigation Logic options menus will appear, as determined by the Flow type.
  2. Hover the mouse over either Visual Page or Navigation Logic, and select the desired step from the options menu.
  3. Click your selection. The selected element will be displayed.
    Note: If you add the step by right-clicking on the Flow Map and Auto Arrange is not active, the new step will be added at the location where you clicked on the map.

Deleting a Flow Step

You can remove one or more steps at any time. Keep in mind that conflicts may arise if you delete steps or elements that provide information to variables used elsewhere in your Flow.

When you delete a step that has exit points (for example, a Decision Point), all of the connected exit points will be deleted, since they are dependent on the step you are deleting.

  1. From the Flow Map, select one or more steps:
    • To select a single step, hover over the step with the mouse and right-click
    • To select multiple steps, while pressing the Control key, click on each step you wish to Delete. Alternatively, you can use the mouse to drag a rectangle over the steps that you wish to Delete. The selected steps will be highlighted with a blue rectangle, as shown below:



  2. To Delete, right-click the mouse as you hover over a selected step and click Delete from the menu that appears. A warning message will be displayed asking you to confirm the deletion:



    Click Yes to delete the steps.

    Note: You cannot delete a step which serves as a reference for another step (for example, providing information to a variable). If you try to delete a referenced step, a warning message will be displayed.

Editing a Flow Step

You may edit steps at any time. However, keep in mind that conflicts may arise if you delete or edit elements that provide information for variables used elsewhere in your Flow.

  1. From the Flow Map, either double-click the step or right-click and select Edit from the menu.



    The appropriate editor or page opens for your selection.
  2. Make your changes and click Update.
  3. The step will be updated and closed, and the Flow Map will be displayed once again.

Note: Following a step edit, it is sometimes necessary to manually refresh the active Flow's system variables, custom types, rules or other server resources. To do this, click the Refresh button in the main toolbar. The Flow Map will also be redrawn, if needed.

Copying and Pasting a Flow Step

You can copy and paste one or more steps at any time.

When you copy a step that has exit points (for example, a Decision Point), all of the connected exit points will be copied, since they are created from the step you are copying.

  1. From the Flow Map, select one or more steps:
    • To select a single step, hover over the step with the mouse and right-click
    • To select multiple steps, while pressing the Control key, click on each step you wish to copy. Alternatively, you can use the mouse to drag a rectangle over the steps that you wish to copy. The selected steps will be highlighted with a blue rectangle, as shown here.
  2. Copy the steps by right-clicking the mouse as you hover over a selected step and clicking Copy from the menu that appears.
  3. Paste the step or steps:
    • Paste to Current Flow. To paste the copied steps into the current Flow, right-click the mouse and select Paste from the menu that appears. The copied steps will be pasted onto the current Flow Map.
    • Paste to Different Flow. To paste the copied steps into another Flow, go to the target Flow by opening and activating its navigation tab in the Web Designer. Right-click the mouse and select Paste from the menu that appears. The copied steps will be pasted onto the target Flow Map.
    When you Paste the steps while the Auto Arrange feature is Enabled, your selection will be pasted at the top of the Flow Map. When you Paste the steps while the Auto Arrange feature is Disabled, your selection will be pasted at the point where you place your cursor on the Flow Map.

Note: Steps that make reference to user variables in a Flow cannot be pasted into a different Flow, since the referenced information does not exist there. When you attempt to paste a step that contains a user variable into a different Flow, a warning message will be displayed. If you have selected multiple steps and any of these contains a reference to a user variable, no steps will be pasted.

 

Revision:

Comments