Edit Flow

After you create a flow from a template, Flow opens the editor so you can review and customise it.

Use the pages below to work through each area of the editor.

Set the flow name, tags, timezone, and notification email addresses.

Choose whether the flow runs manually or on a schedule.

Decide which records should pass through the flow.

Set what should happen to the records that pass your filters.

Review the summary, simulate the flow, request a review, and activate it safely.