Node Types
Admin Guide › Flow Builder › Process Tab
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Node Types
Each node type in the library creates a different kind of step. After adding a node, configure it in the right-hand panel (see Node Configuration).
| Node | Type | Use when |
|---|---|---|
| Blank User Step | User | You want a screen with a custom layout and will add a form or calc engine later. |
| Blank API Call | API | You want to call an external API; you will set endpoint, method, auth, and body. |
| Form | User | You want a user step with a form already started (one tab, one section). You then add fields and layout. |
| Illustration | User | You want a sample illustration step (insured info, coverage fields, and a calc engine) to copy or learn from. |
| Decision | Decision | You want to branch the flow (e.g., if a condition is true go to step A, else to step B). You configure conditions and target steps. |
| ESign | ESign | You want an e-signature step: link a report and define who signs (agent, explicit person, or flow participant). |
- User and API steps appear as rectangular nodes; Decision appears as a diamond. Start and End are system nodes and cannot be removed.
- Form and Illustration are shortcuts that create a User node with pre-built form/layout or illustration content; after creation they are configured like any User node (General, Layout, Form, Calc Engine).
Admin Guide › Flow Builder › Process Tab
| ← Previous: Canvas and Nodes | Next: Node Configuration → |