You are here:
Add Elements in Auto-Layout
Add elements to a flow in auto-layout mode to build your automation.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To add and manage flow elements : | Manage Flow |
Note You don't need to be an admin to have the Manage Flow permission.
Ask your admin to add it to your profile or permission set.
Adding an element in auto-layout automatically connects the element to the elements before and after it on the path. Screen elements that you add open in a separate window, while non-screen elements open their properties panel directly on the canvas.
-
Add and configure a screen element.
-
In the place that you want to put the element, click
, and then select Screen.
The New Screen window opens. - Edit the generated label and description if needed. Flow Builder generates them based on the element's configuration, and the API name populates based on the label.
- Add components or fields to the screen and configure each in the properties panel.
-
Click Done to close the New Screen window.
The new screen element automatically connects to the elements before and after it on the path.
- To undo the addition of the screen element, click Cancel.
- Document the screen element's purpose in the Description field.
- Save your flow.
-
In the place that you want to put the element, click
-
Add and configure a non-screen element.
-
In the place that you want to put the element, click , and then select an element.
The new element automatically connects to the elements before and after it on the path, and its properties panel opens.
- Configure the element in the properties panel.
-
To hide a properties panel on the canvas, click
.
- Document the element's purpose in the Description field.
- Save your flow.
-
In the place that you want to put the element, click
Did this article solve your issue?
Let us know so we can improve!
