Admin Guide › Flow Builder › Process Tab

Flow Canvas and Node Library

Node library (left panel)

The node library lists the step types you can add to the flow:

Blank User Step — A user step with no form or layout yet; you add layout and optionally a form or calc engine.
Blank API Call — An API step with no endpoint configured; you add endpoint, auth, and body.
Form — A user step created from the Form template (layout + blank form).
Illustration — A user step with a sample illustration form and calc engine.
Decision — A branch step that routes the flow based on conditions (true/false targets).
ESign — An e-signature step; you link a report and configure participants.

Drag a row from the library and drop it onto the canvas (or between two nodes) to add that step.

Start / End — Every flow has one Start and one End node. You cannot delete them.
Adding steps — Drop a node from the library onto the canvas. Dropping between two nodes inserts the step in that position; the flow reconnects automatically.
Reordering — Drag an existing step to a new position to reorder the sequence.
Deleting — Remove a step using the node’s delete control; the flow reconnects the previous and next steps.
Selecting — Click a step to select it; the right panel shows its configuration.

Collapse / expand — Toggle between the full canvas view and a condensed list view of steps. In condensed view you can still select a step to edit its properties.
Recenter — Use the Recenter button (in the node library area) to center the flow in the viewport after panning or zooming.

Resize — Drag the divider between the canvas and the right panel to change the width of the properties panel.
No selection — When no step is selected, the panel shows a message such as “Select a node to view its properties.”

Admin Guide › Flow Builder › Process Tab