Creating a screen flow

You can create a screen flow that collects information from a single user. By using screen flows, you can supplement the workflow in a case.

1. In the header of Designer Studio, click + Create > Process > Flow.

2. Enter values in the fields on the Create form to define the context for the screen flow.

   Options include:

   • Label — Describe the purpose of the screen flow.

   • Apply to — Select the class to which this screen flow applies.

     When selecting a class, consider how the screen flow is called from other flows in your application. For example, the Split For Each shape can only call flows on an embedded page.

   • Add to ruleset — Select a ruleset name with at least one unlocked version to store the screen flow.

   • Identifier — Review the auto-populated value that uniquely identifies the screen flow.

     You can keep the default value or click Edit to manually define an identifier.

3. Click View additional configuration options and then click Standard template for screen flows.

4. Click Create and open to open a screen flow that contains the Start shape, the Assignment shape, and the End shape.

5. Double-click the Start shape and configure it by entering values in the property panel.

   Options include:

   • Harness — Press the Down Arrow key and select a harness that defines the presentation of the screen flow.

     For example, you can display the steps in the screen flow as tabs or as nodes in a tree.

   • Save on last step — Select this check box to save the case after all steps in the screen flow are complete.

     If you do not select this option, the case is saved after each assignment in the screen flow is completed.

   • Allow errors — Select this check box to allow users to progress the screen flow to a different step even if the current step fails validation.

     This option is displayed when you select the Save on last step check box.

   • Router — Press the Down Arrow key and select the name of an activity that determines how assignments in the screen flow are routed to a worklist.

     For example, you can use the ToDecisionTree activity to route assignments based on the value that is returned by a decision tree. If you need to route the assignments to a work queue instead of a worklist, you can configure the routing options for an assignment in the flow that calls this screen flow.

6. Click Submit.

You can enhance your screen flow by changing the configuration of each shape or connecting new shapes to the existing shapes. To integrate your screen flow with other flows in your application, use the Subprocess shape.

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