You find the list under Flows in the navigation pane of the Administration; the header counts the flows, for example Flows: 5.
| Column | Contents |
|---|---|
| Icon | the type of the flow — phone, envelope, fax or speech bubble. The color shows the result of the check: green without findings, orange with warnings, red with errors. |
| Name | the name of the flow |
| Description | free text |
| Mapping | the phone numbers, mailbox addresses or pairs of skill and language, see Mapping |
| Status | OK, Warnings or Errors — see Checking, saving, versions |
| Editing locked by user | who is currently editing the flow |
Commands
| Command | Effect |
|---|---|
| Properties or double-click | opens the flow in the flow designer |
| Add › Inbound call, Email, Fax or Chat | opens an empty flow of this type |
| Import | opens a flow from a file, see below |
| Export | writes the flow to a file, see below |
| Delete or Delete | deletes the flow after confirmation |
With the Routing configuration: See permission, the context menu only offers Show; the flow then opens without Save.
Creating a flow
- Right-click in the list and choose Add and the type.
- The flow designer opens with an empty flow. In the flow properties, enter the Name.
- Place the nodes, enter the mapping and click Save.
The flow is only created on the server when you save it for the first time.
Exporting and importing
- Export writes the flow logic — nodes, connections, variables, functions
and settings — to a file with the extension
.flow, in the Save to file window. Name, description, mappings and earlier versions are not included. - Import opens such a file in the Open from file window as a new flow in the designer, without name and mapping. It is only saved when you click Save.
This is how you transfer a flow to another installation or create a variant. To replace the logic of an existing flow instead, use Import in the designer’s ribbon; name, description and mappings are then kept. You can also attach flows to feedback for support.
Deleting a flow
Delete asks for confirmation with Delete flow and lists the selected flows; OK deletes them. The server removes the flow with all its mappings and all earlier versions. The Routing Service completes running conversations with their version; new conversations on the previous numbers and mailboxes no longer find a flow.
Lock and view mode
- If you open a flow with the Change permission, the Administration locks it under your name; the lists of all administrators show this in Editing locked by user.
- Everyone else opens it in View mode: the window title shows [View mode], and Import, New and Save are disabled. They can view the flow and try things out, but cannot save anything.
- The lock ends when the designer is closed, the connection is lost or the person editing the flow logs off. It cannot be released manually.
- The context menu does not offer a locked flow for deletion.