As you build more flows and their designs become more complex, the ability to organize your flows becomes more important. Flows have several features that enable organization on the canvas, and folders to assist with organizing flows in the sidebar.
You can configure every block to be highlighted with a color. This makes individual blocks more distinguishable from other blocks around them. You can add a color by selecting a block, then selecting the paint icon in the top-left corner that appears on the block.
When collaborating with other people or putting a flow in a public workspace, it's helpful to add directions directly on the canvas. This helps explain how to use the flow and what certain blocks are doing. Select the Add Text button in the toolbar to add an annotation. Selecting text in an annotation opens the text formatting menu which has bold, italics, and heading options. If you copy a link, then highlight some text and paste the link, the highlighted text becomes a hyperlink.
You can group blocks and annotations together. The group can then be named, given a color, resized, and have blocks added or removed from it. This can be useful when several blocks may be involved in performing a task such as sending an email.
To access the grouping menu, hold the Shift key and drag the cursor around a set of blocks. You can also select and hold ⌘ or Ctrl while selecting the blocks you want to add. Selecting the file icon will create a group.
You can organize flows into folders in the sidebar instead of keeping them all in a single list. Using folders helps streamline navigation and maintain a cleaner workspace. The following procedures guide you through setting up and managing folders to keep your flows well-organized.
In the Flows sidebar, select Create a new folder or flow > Create folder.
An empty folder named New Folder appears in the sidebar.
In the Flows sidebar, drag and drop a flow into the folder.
(Optional) Hover over the folder and select View more actions > Create flow to create a new flow and add it to the folder.
In the Flows sidebar, hover over a folder and select View more actions > Rename.
Enter a new name.
In the Flows sidebar, hover over a folder and select View more actions > Create folder. You can also drag and drop a folder into another folder.
In the Flows sidebar, hover over a folder and select View more actions > Delete. You'll be prompted to confirm the deletion. The deleted folder's contents will move up one level to the containing folder or the sidebar.
Last modified: 2024/10/25