Modify a Flow

Flow Designer now enables you to mark variables that contain sensitive information as Secure. When you open an existing flow that contains Flow variables, you get a prompt to review and mark those variables as Secure as per your requirements. For more information on secure variables, see Secure Variables.

Procedure

Step 1

From the Management Portal navigation bar, choose Routing Strategy > Flow.

A table appears, listing all of your existing tenant flows. The table contains the following fields:

Name of the Field

Description

Name

The name of the flow as configured in the Flow Designer application.

Note

The flow name must be unique.

Status

Indicates whether the flow is published or is still in the draft stage.

Description

The description of the flow as configured in the Flow Designer application.

Created

The date when the flow was created. The Created date is based on the time zone settings configured for the user.

Last Updated

The date when the flow was last edited. The Last Updated date is based on the time zone settings configured for the user.

Last Edited by

The email ID of the user who last edited the flow.
Step 2

Click the ellipsis icon beside the flow that you want to edit, and click Open.

If the selected flow has flow variables, a message prompts you to mark variables as secure.

Step 3

Click Go Select Secure Variables to open the Edit Secure Variables dialog box.

Note

You can click Skip for now to continue editing the selected flow without marking the secure variables. This dialog box appears the next time you edit the flow.

Check the Don't show this message again check box to permanently skip the selection process for the selected flow.

Step 4

Check the check boxes of the variables that contain sensitive information and click Save.

The flow designer window displays the selected variables with a lock icon beside the variable names.

Step 5

Edit the flow draft as desired.

Note

When you modify a flow, a Consult interaction can't contain a Courtesy Callback, Post-Call Survey Feedback, or Blind Transfer activity.