Action Flow

Create actions and flows that can be used once off, across a variety of projects, or use a best practice flow template.

Add, reorder, and remove action layouts to configure how your documents look and what displays to users when they complete specific actions.

View the complete path the user takes when navigating through a form or using a product.

Create elements that users can engage with to trigger a specific flow.

Define what and how the data syncs in real-time with Salesforce

Use the menu to as edit, close, save, turn off, delete, zoom in, zoom out, and fit to view.

Select a popular action flow. This includes the following:

• Wait
• Condition
• Affected Elements
• Library Action Flow
• Finish Flow