Flow editor

Note

This page describes the new flow editor.

The Flow editor in Moments is a visual, no-code, drag-and-drop interface where you can design your flow.

You can add and configure flow elements, configure advanced settings, and manage the flow.

Get started with the flow editor

This section explains the structure of the editor and how to access it.

All changes that you make in the editor are saved automatically.

How to access the editor

Existing flow: For an existing flow, go to the All flows page and select the flow. The flow opens at the editor page.

New flow: When you create a flow, it automatically opens at the editor page.

Structure of the editor

The editor contains the following sections:

Canvas (left): Used to design the flow.
Build side panel (right): This is a dynamic panel that enables you to configure the selected item.
- Element configuration: When an element on the canvas is selected, this panel shows the fields and settings for that element.
- Tags: When Tags is selected from the footer, this panel shows a list of available tags.
- Flow Settings: When Flow settings is selected from the footer, this panel shows the settings for the flow.
Footer (bottom): Contains flow controls and metadata such as the name of the flow, number of Campaign tags in the flow, and flow settings.

The following image shows the Build side panel for a flow element.

Create and manage elements

Enable enhanced canvas controls

Enhanced canvas controls provide improved interaction with the Flow editor. They enable you to do the following:

Navigation: Move around the canvas by scrolling, dragging with the right or middle mouse button, or holding the Space key while dragging
Zoom: Adjust the zoom level by pinching on a touchpad or using Cmd/Ctrl + scroll with your mouse.
Select element: Select an element and drag it to move it.
Multi-select elements: Select multiple elements and then drag to move them.

To enable enhanced canvas controls, select the Settings icon and select Enhanced controls.

To use legacy controls, disable this option.

Image that shows how to enable enhanced controls

Add an element to the flow

Select the arrow next to an existing element.

If the element has branches, select the arrow next to a branch to add the next element.
Select an element from the list of available ones. You can also search for the required element.

The element is added to the canvas.

Edit or Configure an element

Select the element to open the Build side panel. You can configure the element in this panel.

Image that shows how to configure an element

Move elements

Move a single element

Select an element.
Drag the element on the canvas to move it.

Move multiple elements

Enable Enhanced controls.
Select the required elements.
Drag the elements on the canvas to move them.

Duplicate an element

Select the required element and then select the Duplicate icon above it.

Delete elements

Delete a single element

Select an element.
Select the Delete icon above the element.

Delete multiple elements

Enable Enhanced controls.
Select the required elements.
Select the Delete icon above the elements.

Image that shows how to delete an element

Add a new entry point

By default, the flow contains the entry point that you selected when creating the flow. If you want to add more entry points, select Add entry point and select the required option.

Image that shows how to add an entry point

Validate and troubleshoot

Validate and identify errors in the flow.

Validate the flow

Select Validate to validate the flow.

View a list of errors in the flow

Select Errors to see a list of all the errors in the flow.

The errors are categorized into the following tabs:

Flow elements: Errors that are specific to flow elements. Example: The following image shows that there are errors in the SMS element.
Campaign: Errors that could cause the campaign to fail
Flow structure: Errors in the structure of the flow. Example: The flow shown in the following image does not have an Exit element.

The following image shows that there are errors in the flow elements and flow structure.

View errors in a flow element

On the canvas, the error icon in an element shows that the element has errors that need to be resolved. Select the element to view its errors in the Build side panel.

The following image shows that there are errors in the SMS element.