Webflow Overview
    • PDF

    Webflow Overview

    • PDF

    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:

    1. 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

    1. Enter the name of the process (3) (it will also be the name of the Webflow).
    2. 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

    1. Click the + New Webflow button (1).

    Result:

    The Create a Webflow window appears:

    Figure 5: Create a New Webflow Screen

    1. 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.
    1. 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
    • 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

    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
    -SaveEnables 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



    Was this article helpful?