Webflow Overview

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Article Summary

Webflow Introduction

The following sections describe what the Webflow is and its main capabilities.

What is the Webflow?

The Webflow is the feature that enables you to build and edit processes.

The Webflow contains all the tools you need to transform any manual form into a process.

Using the Webflow, you will access the Model screen where you be able to implement processes with custom roles, permissions, validations, and conditions to fit different scenarios and workflows.

In addition, the Webflow also enables you to access the PDF screen where you be able to digitize PDFs forms, upload them, define their fields, and convey data to them.

How to Create a Webflow?

(See Figure 1 to Figure 3)

To create a Webflow, perform the following steps:

Select a business group (1) and click the + New Process button (2).

Result:

The Create a Process window appears:

Figure 2: Create a Process Window

Enter the name of the process (3) (it will also be the name of the Webflow).
Click OK (4).

Result:

The Webflow main screen appears:

Figure 3: Webflow Main Screen

Webflow Name Duplication

(See Figure 4 and Figure 5)

If while creating a process another Webflow with the same name already exists, the Webflow main screen will not be displayed automatically. Instead, the create Webflow screen will appear. To proceed to the Webflow main screen screen perform the following steps:

Figure 4: Create a New Webflow Screen

Click the + New Webflow button (1).

Result:

The Create a Webflow window appears:

Figure 5: Create a New Webflow Screen

Enter the name of the Webflow (2).

NOTE

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

Click Ok (3).

Result:

The Webflow main screen appears.

The following sections describe the structure of the Webflow main screen and the Process Settings screen.

Webflow Main Screen

Figure 6 and Table 1 describe the structure of the main screen of the Webflow.

Figure 6: Webflow Main Screen

Table 1: Webflow Main Screen

Icon	Name	Description
-	Process Name	Displays the name of the process Enables to navigate back to the Process Manager screen
-	Webflow Name	Displays the internal Webflow name
	Additional Options	Enables to perform additional actions: Switch between Webflows Create a new Webflow Rename an existing Webflow Delete an existing Webflow NOTE When more than one webflow exists, a number indicating the number of Webflows appears next to the dropdown
-	Webflow	Displays the Webflow main screen NOTE For additional information, see the Creating a Web Flow article
-	PDF	Displays the PDF main screen NOTE For additional information, see the PDF Overview and the Creating and Defining a PDF articles
-	Workflow Manager	Displays the Workflow Manager main screen NOTE For additional information, see the Workflow Manager Overview and Configuring a Workflow articles
-	Model	Displays the Model main screen NOTE For additional information, see the Model Overview, Model Basics, and Setting Up the Model articles
-	Agent	Displays the Agent main screen NOTE For additional information, see the Journey Sender article
-	Preview	Enables to view a Webflow after it was deployed to an environment NOTE The selected environment to preview must match the selected deployment environment, for additional information, see the Deploying and Viewing a Digital Process article The Preview button also appears on the Agent and Journey Sender screens
-	Deploy	Enables to publish changes made to a Webflow, to a selected environment: Development (Dev) - an environment for testing Production (PROD) - an environment for live deployment NOTE The Deploy button also appears on the Model, Workflow Manager, PDF, Agent, and Journey Sender screens For additional information, see the Deploying and Viewing a Digital Process article
	Versions	Displays the version History Window, this window contains the different versions of the Webflow Enables to perform the following actions: Restore Previous version Delete a version Compare versions NOTE The Versions icon also appears on the Model, PDF, Agent, and Journey Sender screens A Webflow, Model, PDF, Agent, and Journey Sender versions are created once the save option from the More Options dropdown is selected or after performing a deployment
	More Options	Enables to perform the following actions: Sync the Webflow Delete the Webflow Save the Webflow and create a new version Deploy the digital process with a test them NOTE The More Options icon also appears on the PDF, Model, Agent, and Journey Sender screens The appearance of some options depend on permissions
	Process Settings	Displays the Process settings screen
	User Icon	Display the initials of the user/s currently editing the Webflow NOTE If Solo Mode is activated only one user can edit a Webflow, for additional information, please contact our support team Displays the autosave status of the user: Active (green) Syncing (orange) Offline/Error (red) Enables sign-out
	Language	Enables to add and select languages to be used while creating the Webflow Displays the current used language NOTE This icon will appear only if more than one language is available for selection
-	Add Component	Displays available components to add to the canvas NOTE When a Webflow is created, only page components are available until one of them is added to the canvas For additional information, see the Webflow components article
-	Canvas	Contains added components NOTE When a Webflow is created, page components must be added to the canvas to make other components available Page components can be added using the Add a new page button or by drag and drop The rest of the components can be added through drag and drop or by clicking them
-	Properties	Displays the properties of a selected component NOTE For additional information, see the Components Properties articles

Process Settings Screen

The following sections describe how to navigate to the Process Settings screen and its structure.

Navigating to the Process Settings Screen

(See Figure 7)

To access the Process Settings screen, locate the Process Settings icon (1) and click it.

Figure 7: Accessing the Process Settings Screen

Process Settings Screen Structure

Figure 8and Table 2 describe the structure of the Process Settings screen.

Figure 8: Process Settings Screen

Table 2: Process Settings Screen

Number	Icon	Section	Name	Description
		-	General	Navigates to the General Section NOTE The changes done to settings in this section affect all the Webflows created for the process
		-	Webflow	Navigates to Webflow Section NOTE The changes done to settings in this section affect only the selected Webflow and not all of them at once
	-	General	Process Name	Displays the name of the process Enables to edit and save the name of the process
	-		Delete Process From Server	Enables to delete the process from available environment servers NOTE Deleting a process from a server will trigger a new deployment to the selected server and create a new version of it If the process was never deployed to the selected sever, a new deployment to the server will occur but it will end in an error
	-		Session Expiry Toggle	When switched to on - enables to override the session expiry time (in minutes) When switched to off - the session expiry will be set to 30 minutes by default NOTE Once a session is inactive according to the set expiry time an alert message will appear automatically
	-		Save	Enables to save the changes made to the session expiry time
	-		Roles	Displays a list of personas that can be used when: Creating steps using the Workflow Manager (for additional information, see the Workflow Manager Overview article) Applying permissions using the Model (for additional information, see the Permissions article)
	-		Add Role	Enables to add new roles (for additional information, see the Configuring a Workflow article)
	-		Default Role	Defines a default role for a step in the Workflow Manager if no other role was selected (for additional information, see the the Workflow Manager Overview article)
	-	Webflow	Display/Hides	Displays/Hides the selected Webflow options
			Theme	Enables to attach a theme to the Webflow NOTE For additional information, see the Themes Overview article
	-		Auth Provider	Used for SSO configuration NOTE For additional information, please contact our support team
			Init	Not covered in this article
	-		Webflow Identifier in URL Path	Enables to edit the unique identifier of the Webflow as presented in the path of the URL NOTE The Webflow URL is displayed when the digital process is viewed and it is part of the its link The Webflow URL must be unique The Webflow URL can contain only lowercase letters, numbers, and hyphens (‘-’) The Webflow URL must not contain spaces The Webflow name is only displayed internally