Edit a Flow

Intelligent Advisor Flows was only made available to select customers, and will not be made Generally Available.

In the flow editor for a flow project, you can:

• Edit a control caption

• Edit control option text

• Substitute text into screen text

• Resize a control

• Place controls side by side

• Rearrange flow items

• Cut, copy and paste flow items

• Delete flow items

Edit a control caption

Control captions can be edited inline by clicking in the caption text and changing it.

The toolbar above the inline editor can be used to format the selected caption text as bold, italic or underlined.

Edit control option text

Certain controls, such as checkboxes and Boolean radio buttons, also support editing the options text inline:

Substitute text into screen text

To substitute the value of a field into screen text:

1. Click the text in the flow editor. A toolbar is shown above the inline editor.

2. Click the (x) button.
   
   

3. Start typing the field name. A drop-down list of matching fields is displayed.
   
   

4. Select the field name in the list. The screen text is updated to show the field name in green highlight.
   
   

Note that substitutions also allow:

• full rule expressions

• the string value of the name given to the identifier column. For example, if the user selected Passport in the dropdown list for 'the selected document', using substitution the label below the dropdown would read "the chosen document is Passport".
  
  

Resize a control

To change the width of a control, hover over the right edge of the control. A resize arrow is displayed. Use this arrow to drag the control to the preferred width. Note that when resizing an image control, the original aspect ratio of the image is maintained. The content of a container will limit how narrow the container can be resized. Resizing a control group will also resize the child controls if required.

Place controls side by side

Flow controls can be placed side by side with other controls. To do this, first resize the control on the page to make it narrower and then drag the other control to be placed on the same row as it.

Rearrange flow items

Flow items can be moved in the flow editor by dragging their tab.

Moving items is subject to the same constraints as for creating items, for instance, pages cannot be nested in other pages.

Cut, copy and paste flow items

With a flow item selected, you can use the keyboard shortcut Ctrl+X or Ctrl+C to cut or copy the flow item, and then Ctrl+V to paste that item elsewhere (as long as it is allowed to be pasted there, for example, you cannot paste a page inside another page).

Delete flow items

With the flow item selected, the Delete key will delete the item. Alternatively, you can click on the menu in the item's tab and select the Delete option.

If there is a Global input data item at the top of the flow, that item cannot be deleted because the selected scheme for the flow includes global input data.