Webflow Overview

Webflow Introduction

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

What is the Webflow?

The Webflow is the physical layer of a digital process. It enables you to build and edit the physical structure of a digital process.

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

Using the Webflow, you will access different layers of a digital process such as 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 can digitize PDF forms, upload them, define their fields, and convey data to them.
The Workflow Manager screen where you can set the flow of your process.

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:

The Create a Process window appears. Enter the name of the process (it will also be the name of the Webflow). Click OK.

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

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.

NOTE

You can add up to 10 Webflows to a process.

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
1	-	Process Name	Displays the name of the process Enables to navigate back to the Process Manager screen
2	-	Webflow Name	Displays the internal Webflow name
3		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
4	-	Webflows	Displays the Webflow main screen NOTE For additional information, see the Creating a Web Flow article
5	-	Documents	Displays the Documents main screen NOTE For additional information, see the PDF Overview and the Creating and Defining a PDF articles
6	-	Workflow Manager	Displays the Workflow Manager main screen NOTE For additional information, see the Workflow Manager Overview and Configuring a Workflow articles
7	-	Model	Displays the Model main screen NOTE For additional information, see the Model Overview, Model Basics, and Setting Up the Model articles
8	-	Agent	Displays the Agent main screen NOTE For additional information, see the Journey Sender article
9	-	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
10	-	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
11		Versions	Displays the process versions screen NOTE To learn more about the process versions screen, click here
12		Process Settings	Displays the Process settings screen
13		More Options	Enables to perform the following actions: Sync the Webflow Delete the Webflow Save and create a new process 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 user permissions
14		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
15		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
16	-	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
17	-	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
18	-	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.

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

Figure 7: Accessing the Process Settings Screen

Process Settings Screen Structure

Figure 8 and 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
1		-	General	Navigates to the General Section NOTE The changes done to settings in this section affect all the Webflows created for the process
2		-	Webflow	Navigates to the Webflow Section NOTE The changes done to settings in this section affect only the selected Webflow and not all of them at once
3	-	General	Process Name	Displays the name of the process Enables to edit and save the name of the process
4	-		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 server, a new deployment to the server will occur but it will end in an error
5	-		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
6	-		Save	Enables to save the changes made to the session expiry time
7	-		Show Required in the Model Page	When switched to on - enables to set Model data items as required fields, for additional information click here When switched to off - required fields cannot be set
8	-		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)
9	-		Add Role	Enables to add new roles (for additional information, see the Configuring a Workflow article)
10	-		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)
11	-	Webflow	Display/Hides	Displays/Hides the selected Webflow options
12			Theme	Enables to attach a theme to the Webflow NOTE For additional information, see the Themes Overview article
13	-		Auth Provider	Used for SSO configuration NOTE For additional information, please contact our support team
14			Init	Enables to inject JavaScript into a process NOTE For additional information, click here.
15	-		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 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