To edit a SmartFlow navigate to the SmartFlows tab on the left navigation bar and find the SmartFlow you want to edit and click on it.
You can click on each of the cards to open the editor for that element or click the "+" buttons to add new elements to the flow.
For more information on how each of these components function and how you can edit them, click the component name below:
- Setup information
- Greeting email
- Start screen
- Forms
- Document Template
- Confirmation Screen
- Automations
- Delivery methods
When you're happy with your flow it's time to test the SmartFlow by sending it to yourself or a colleague before publishing it for everyone to use.
Errors
When a SmartFlow has an error in it, such as broken references or broken conditional logic, it will be surfaced with an error icon on the module that contains the error.
We would recommend fixing the errors before publishing the SmartFlow.
Editing a published SmartFlow
When editing a published SmartFlow, the process is exactly the same. When a published SmartFlow has unpublished changes an orange dot will appear in front of the last published date to indicate that an older version of the SmartFlow is in use.