Moving from the Previous Flow Editor

The previous Flow editor organised settings into six tabs: Settings, Triggers, Filters, Actions, Email, and Info.

The current export builder shows the whole flow on one page. Start with the old tab you remember, then use the tables below to find the equivalent section or action.

Settings Tab

Previous editor setting	Current builder location
Name, description, or tags	Choose the edit icon beside the flow name.
Active	Choose Settings, then use Flow is active.
Do not show filter review before manual run	Choose Settings, then use Run immediately without reviewing filters.
Data type	Shown beside the flow name. It is fixed by the template used to create the flow.
Timezone	In When should this flow run?, choose Edit schedule.
Email notifications	In Where should the finished file go?, choose Edit delivery and file settings, then use Email delivery.
Template app or log level	Choose Settings, then expand Technical settings. This section is only available to Slynk administrators.

See Flow Details and Settings and Schedule for step-by-step guidance.

Triggers Tab

Previous editor setting	Current builder location
Manual or scheduled running	In When should this flow run?, choose Edit schedule.
Schedule frequency, day, or time	Choose Edit schedule, then configure the scheduled run.
Working hours	Choose Edit schedule, open the scheduled run, then enable Only run during working hours.

See Schedule for the available run methods and schedule options.

Filters Tab

Previous editor setting	Current builder location
Filter rules	In Which records should be included?, choose Edit filters.
Match all or any filters	Choose Edit filters, then use How rules work together.
Compare with the value from another field	Choose Edit filters, then expand Advanced comparison in the rule.
Add several filter fields	Choose Filter field selector on the builder page.

See Filters for rule setup and Field Selector for browsing related fields.

Actions Tab

The previous Actions tab contained several parts of an export. They now appear in the order you would normally review them.

Previous editor setting	Current builder location
Export fields	Use What should the export include?
Add several export fields	Choose Field selector.
Column title	Choose the column title directly in the export field table.
Column order	Use the up and down controls in the export field table.
Transform, round, or format a field	Choose Configure beside the field, then expand Advanced settings.
Row sorting, totals, counts, or summary rows	In How should the rows be organised?, choose Edit row order and totals.
File format or file name	In Where should the finished file go?, choose Edit delivery and file settings.
Datetime in the file name, header row, split files, zip, or skip empty files	Choose Edit delivery and file settings, then expand Advanced file settings.
Email, FTP, or Google Sheets delivery	Choose Edit delivery and file settings, then select the required delivery destination.

See Export Fields and Delivery for the complete export setup.

Email Tab

The previous Email tab is now inside the delivery settings because it only applies when the export is sent by email.

Previous editor setting	Current builder location
Customise email	In Where should the finished file go?, choose Edit delivery and file settings, then expand Email content.
Subject, Reply-To email, From name, body, or signature	Expand Email content and enable Customise email.

If Email content is not shown, select Send as email attachment as the delivery destination first.

Info Tab

Previous editor setting	Current builder location
Created date, updated date, or settings version	Choose Settings, then expand Flow information.

Activation and Page Actions

The controls that appeared beneath every old tab are now split between the builder header and footer.

Previous editor action	Current builder location
Activate or deactivate the flow	Choose Settings, then use Flow is active.
View Summary	Choose View summary at the bottom of the builder.
Run	Choose Run at the bottom of the builder.
Simulate	Open More actions, then choose Simulate.
Request Review	Open More actions, then choose Request review.
Save changes	Choose Save changes at the bottom of the builder.

Saving Changes

Saving a side panel updates the builder, but it does not save the flow itself. Choose Save changes at the bottom of the builder when you are finished.

If you try to run or simulate a flow with unsaved changes, Flow asks you to save before continuing.