Building a Webflow
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    Building a Webflow

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    Article Summary

    Article Overview

    This article describes how to add a new business group and process and how to create a new Webflow. The article also details how to add components to a Webflow and how to configure its properties. The article also lists malfunctions that may occur when trying to perform the actions described in this article and their solutions.

    NOTE
    If you want to skip to our How to Videos section and quickly learn how to use the different components when creating a Webflow, click here.

    Add a New Business Group

    (See Figure 1 to Figure 3)

    To add a new business group, perform the following steps:

    1. On the Process Manager screen (1), click the +New Business Group button (2).

    On the Process Manager screen, click the +New Business Group button.

    • Figure 1: + New Business Group Button

    Result:
    The Business Group window appears:

    Enter the name of the new business group. Click the OK button.

    Figure 2: Business Group Window

    1. Enter the name (3) of the new business group.
    2. Click the OK button (4).

    Result:
    The new business group is added (5):

    The new business group is added.

    Figure 3: New Business Group

    Add a New Process and Create a New Webflow

    (See Figure 4 and Figure 5)

    To add a new process and create a new Webflow, perform the following steps:

    1. Click the desired business group from the list (1).

    Click the desired business group from the list. The number of processes the business group has appears. The + New Process becomes enabled. A request to add the first process appears. Figure 4: Selected Business Group

    Result:

    • The number of processes the business group has appears (2).
    • The + New Process (3) becomes enabled.
    • A request to add the first process appears (4).
    NOTE

    If the business group already contains processes, once a business group is selected, its processes will be displayed in a list instead of the request to add a new process.

    1. Click the + New Process (3 or 4).

    Result:
    The Create a Process window appears:

    Enter the name (5) of the new process (it will be the name of the Webflow as well). Click the OK button.

    Figure 5: Create a process Window

    NOTE
    The Process Name is limited to 100 characters.
    1. Enter the name (5) of the new process (it will be the name of the Webflow as well).
    2. Click the OK button (6).

    Result:

    The Webflow main screen appears.

    NOTE
    • Within a process, a Webflow name must be unique.
    • The Webflow name is only displayed internally.
    • The Webflow Name is limited to 100 characters.

    Selecting a Theme

    (See Figure 6 to Figure 8)

    To select a digital process theme, perform the following steps:

    Process Settings Icon.

    Figure 6: Process Settings Icon

    1. Click the Process Settings icon (1).

    Result:

    The Process Settings screen appears:

    Click the Webflow section (with the desired Webflow name) dropdown.

    Figure 7: Webflow Dropdown

    1. Click the Webflow section (with the desired Webflow name) dropdown (2).

    Result:

    The Webflow section options appear:

    Click the Theme dropdown and select the desired theme from the list.

    Figure 8: Selecting a Theme

    1. Click the Theme dropdown (3) and select the desired theme from the list (4).

    Adding Components 

    (See Figure 9 and Figure 10)

    When building a new Webflow only the page components will be available to add to the canvas at first, either by drag and drop (1) or by clicking the Add a new page button (2) and then clicking the appropriate component (3).     

    When building a new Webflow only the page components will be available to add to the canvas at first, either by drag and drop or by clicking the Add a new page button and then clicking the appropriate component.

    Figure 9: Adding Page Components

    Once one of the page components is added the rest of the components become available and can be added on top of them by a drag and drop. 

    Adding All Components.

    Figure 10: Adding All Components

    NOTE
    Additional page components can be added at any time by drag and drop.

    Configuring the Properties Section

    (See Figure 11 and Figure 12)

    To configure the properties of an added component, perform the following steps:

    Click the desired component from the components added to the canvas.

    Figure 11: Added Components

    1. Click the desired component from the components added to the canvas (1).

    Result:

    The Properties section appears:

     Example Properties Section.

    Figure 12: Example Properties Section

    1. Edit the desired properties.
    2. Connect the component to the Model (for additional information see the Setting Up the Model article).
    3. Repeat steps 1 to for every added component.

    Troubleshooting

    Table 1 describes malfunctions that may occur when trying to create a Webflow, adding components, and editing properties. The table also describes the reason/s for the malfunctions and provides possible solutions.

    Table 1: Troubleshooting

    Number

    Malfunction 

    Reason/s

    Solution/s

    1

    A Webflow is not created automatically when creating a new process

    A Webflow with the same name already exists in the environment 

    Create a new Webflow according to the instructions described in the How to Create a Webflow section

    2


    Most of the components are disabled

    A page was not added yet

    Add components according to the instructions described in the Adding Components section 

    3

    Some Components are missing, or their design is incorrect

    The wrong theme is selected

    Select the appropriate theme according to the instructions described in the Selecting a Theme section

    4

    The components in the grid displayed in the wrong direction

    The properties of the Grid component are not set correctly

    Set the properties of the Grid component. Read the details described in the Layout Components Properties article

    5

    Problem displaying the Webflow on a mobile device

    The direction property of the Grid component is not set correctly

    Set the properties of the Grid component. Read the details described in the Layout Components Properties article 

    6

    Cannot add certain components like buttons, Multiple Choice, and other components to the canvas

    Must of the components can only be add onto a Main Page, Greeting Page, and Container components

    Add components according to the instructions described in the Adding Components section

    7

    The buttons on the Main Page do not appear

    The buttons properties of the Main Page are not set correctly

    Set the button properties of the Main Page component. Read the details described in the Layout Components Properties article

    8

    The Co-browsing button does not appear

    The Co-browsing property of the Main Page are not set correctly

    Set the Co-browsing property of the Main Page component. Read the details described in the Layout Components Properties article

    9

    The value of the Radio Question options is not returned correctly

    The Text and the Value of the Radio Question component options does no match

    Set the options of the Radio Question component. Read the details described in the Single Select Components Properties article

    10

    The image for the Dynamic Image component does not exist

    • The image was not uploaded to the selected theme beforehand
    • The wrong theme is selected
    • Upload the images to the theme (for additional assistance with the theme please contact our support team)
    • Select the appropriate theme according to the instructions described in the Selecting a Theme section

    11

    The Br Component height is not applied

    The height of the Br component is not written correctly

    The height of the Br component must contain a number followed by px, for example: 10px. For additional information see the Other Components Properties article

    12

    Cannot upload files

    The file type is not written in the acceptFileTypes property

    Write the type of the file in the acceptFileTypes property. For additional information see the Input Components Properties article

    13

    The text direction of the Text Input component is wrong

    The textDirection property of the Input Text component is not set to the appropriate direction

    Set the appropriate text direction. For additional information see the Input Components Properties article

    14

    There is a limit on the number of characters allowed to input into the Text Input component

    The maxLength property of the Input Text component is not set to the appropriate direction

    Set the appropriate maximum length. For additional information see the Input Components Properties article

    15

    The numbering of the Progress Bar Steps are wrong

    The numbering steps of the Progress Bar component have an offset of +1

    Set the first step of the Progress Bar component to zero. For additional information see the Layout Components Properties article

    16

    The Preview component prevents from deploying the Webflow

    The Preview component must be connected to a PDF form

    Connect the Preview Component to a PDF form. For additional information see the  Media Components Properties article

    How to Videos

    To quickly learn how to use different components to create a Webflow, watch the following videos.

    Container Components

    To quickly learn how to use Container components watch the following videos.

    • Container Component: 

    • Grid Component:

    Labels and Nun Input Components 

    To quickly learn how to use Labels and Nun Input components, watch the following videos.

    • Preview:

    • Rich Text:

    Multiple Choice Components

    To quickly learn how to use Multiple Choice components, watch the following videos:

    • Checkbox Component:

    • Radio Question:

    Other Components

    To quickly learn how to use Other components, watch the following videos.

    • Text Input:

    • Dynamic Image:

    • Upload Component:

     

    • Signature:

    • Date Input:

    Page and Sections Components

    To quickly learn how to use Page and Sections components, watch the following videos.

    • Greeting Page:

    • Main Page:

    • Main Section:



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