Admin Guide › Flow Builder › Process Tab

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Process Tab

The Process tab is where you build the flow: add steps, connect them, and configure each node. It has three main areas:

  1. Node library (left) — Draggable node types you can add to the flow.
  2. Flow canvas (center) — The visual flow with Start, steps, and End. Drag nodes here and reorder by dropping between steps.
  3. Node properties (right) — When you select a step, its configuration panel appears here. The panel depends on node type (User, API, Decision, ESign).

Topics

  1. Canvas and Nodes — Using the canvas, node library, drag-and-drop, collapse/expand, recenter.
  2. Node Types — Blank User Step, Blank API Call, Form, Illustration, Decision, ESign.
  3. Node Configuration — Configuration panels for User, API, Decision, and ESign nodes.

Admin Guide › Flow Builder › Process Tab

← Previous: Flow Tab Next: Canvas and Nodes →