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Webflow Overview
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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).
- Figure 1: Process Manager Screen
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).
- 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.
Webflow Structure and Navigation
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
Number | Icon | Name | Description |
---|---|---|---|
![]() | - | Process Name |
|
![]() | - | Webflow Name | Displays the internal Webflow name |
![]() | ![]() | Additional Options | Enables to perform additional actions:
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 |
![]() | - | Displays the PDF main screen | |
![]() | - | Workflow Manager | Displays the Workflow Manager main screen |
![]() | - | Model | Displays the Model main screen |
![]() | - | Agent | Displays the Agent main screen |
![]() | - | Preview | Enables to view a Webflow after it was deployed to an environment |
![]() | - | Deploy | Enables to publish changes made to a Webflow, to a selected environment:
NOTE
|
![]() | ![]() | Versions |
NOTE
|
![]() | ![]() | More Options |
NOTE
|
![]() | ![]() | Process Settings | Displays the Process settings screen |
![]() | ![]() | User Icon |
NOTE If Solo Mode is activated only one user can edit a Webflow, for additional information, please contact our support team
|
![]() | 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 |
![]() | - | Canvas | Contains added components |
![]() | - | Properties | Displays the properties of a selected component |
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 | ||
- | Webflow | Navigates to Webflow Section | ||
- | General | Process Name |
| |
![]() | - | Delete Process From Server | Enables to delete the process from available environment servers | |
![]() | - | Session Expiry Toggle |
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:
| |
![]() | - | 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 | ||
![]() | - | Auth Provider | Used for SSO configuration | |
![]() | 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 |