Admin GuideFlow BuilderProcess 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 GuideFlow BuilderProcess Tab

← Previous: Canvas and Nodes Next: Node Configuration →