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Building flows
Handling data
Flows and variants
Flows
A flow collects information to fulfill a specific goal within your organization: for example, a new user sign-up flow, a collecting-feedback flow, a matching-to-an-agent flow.
Integrations are configured at the level of a flow - since the different variants within a flow will all function to collect the same data, it makes sense to send the data to the same places for all of the variants.
Archiving flows
To archive a flow, select the flow in the list and click Archive, which will remove it from the list of visible flows, and prevent any new responders from being able to access the flow. Existing responders who have already accessed a flow in the past will continue to be able to access it.
Deleting flows
To delete a flow, choose Delete instead of Archive. Deleting will immediately prevent the flow from being accessible, even for responders who had already started on it
Viewing archived/deleted flows
To view an archived or deleted flow, change the filtering options to the right of the flow table's search to make archived and deleted flows visible.
The "show archived" menu can be found at the flow level
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"Show/hide archived" can be used for deleted/archived flows and variants.
Variants
Variants exist within a flow, and are generally used to make small variations to the same content.
Duplicating variants
Using Save as, you can create new variants. These can be wildly different from one another in terms of style and content, but should still have the same goal and collect the same information as the other variants in the same flow.
To make a copy of a variant, you can either:
- 1.With a variant open, click Save as at the top right.
- 2.Select a variant from the list of variants, and select Save as from the dropdown.
Archiving variants
Variants may be archived by selecting a variant and choosing Archive, with a similar effect to what happens to archived flows described above. Existing responders will continue to be able to access flows they've already started on, but new responders, or those participating in A/B tests, will not be allowed onto this variant.
Deleting variants
To immediately prevent anyone, including existing responders, from accessing a variant, you may Delete it.
You can view your archived/deleted variants with the "Hide/Show archived" menu at the flow level. View Archiving flows for more information.
Un-archive/delete flows and variants
To un-archive or un-delete a flow, change the filtering options to the right of the flow table's search to make archived and deleted flows visible.
The "show archived" menu can be found at the flow level
Click on the whitespace in the line of a flow and a menu will appear on the right. Click restore in the "Danger Zone".
Menu for archived/deleted flow on the right-hand side
The un-archive/delete process can be used for restoring archived and deleted variants as well, when in the variant menu.
Menu for archived/deleted variants on righ-hand side
Due to the ability for Formsort to restore archived and deleted flows, names for archived and deleted flows cannot be re-used.
Last modified 3mo ago