Admin Guide › Flow Builder

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Data Tab

The Data tab shows how data moves through the flow and how steps depend on each other.

Data flow graph

  • Graph — A visual of nodes (steps, forms, calc engines, reports) and how data flows between them. Use it to see inputs and outputs and data lineage.

Ancestry and navigation

  • Ancestry — For a selected node, see which prior steps or data sources feed into it. Helps verify that the right data is available at each step.

Detail panel

  • Detail panel — When you select a node in the data view, the detail panel shows properties, data references, and related configuration for that node.
  • Search — Search or filter nodes in the data flow to find specific steps or data sources quickly.

Admin Guide › Flow Builder

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