Edit a flow

To edit a flow, click the flow from the Flows tab, or choose Edit from the flow's options menu.

Edit steps

To edit a flow's steps:

1. Click the step.

2. Edit the step, then click Save.

   See Working with steps.

Add or duplicate steps

To add or duplicate a step in a flow:

1. Click for the step.

2. Choose a step option.

The options menu shows the available options for the step. For a trigger step, you can add an Action step, an If-Then step, or a Stop step. For action steps, you can add these same steps, a Repeat step, an On-Error step, or Duplicate the step. See Working with steps.

Rename or delete steps

To rename or delete a step:

1. Click for the step.

2. Choose an option.