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, rename, duplicate, and delete steps

To add, rename, duplicate, or delete a flow's steps, click for the step, then 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, or an On-Error step. See Working with steps.