Flow Categorisations
Flows are structured using categories and types.
Flow Categories are used to logically group flows and improve organization and navigation. Each category can contain multiple flow types. A Flow Type defines the actual purpose or behavior of the flow.
IO provides a set of default categories and flow types, but both can also be created and configured by the user as described below.
How to add a new Flow Category
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Open the left sidebar and select Flow Categorisations from the menu.
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Select Flow Categories from the menu.
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A list of Flow Categories is displayed. Select ADD in the top-right corner of the page.
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Set the Name of your new flow category, for example Demo Category.
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Set an Index position (optional). This defines the position of the flow category in the left sidebar.
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Optionally, set a different color to be displayed in the flow type list under the CATEGORY column.
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By enabling the corresponding flag, the category can be set as deletable or not.
Warning: Once marked as not deletable, the setting is permanent and the category can no longer be deleted.
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Optionally, set a different Display Name and Description based on the language by manually entering the language tag and the related value. The field accepts a language code in ISO 639-1 format (e.g. en) or a locale identifier in BCP 47 format (e.g. en-US).
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Select SAVE.
How to delete a Flow Category
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Open the left sidebar and select Flow Categorisations from the menu.
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Select Flow Categories from the menu.
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A list of Flow Categories is displayed.
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Select the Delete button to permanently delete the category.
How to add a new Flow Type
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Open the left sidebar and select Flow Categorisations from the menu.
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Select Flow Types from the menu.
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A list of Flow Types is displayed. Select ADD in the top-right corner of the page.
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Set the Name of your new flow type, for example Demo Type.
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Set an Index position (optional). This defines the position of the flow type in the flow types list.
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Optionally, set a different color to be displayed in the flow list under the TYPE column.
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By enabling the corresponding flag, the flow type can be set as deletable or not.
Warning: Once marked as not deletable, the setting is permanent and the flow type can no longer be deleted.
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Optionally, set a different Display Name and Description based on the language by manually entering the language tag and the related value. The field accepts a language code in ISO 639-1 format (e.g. en) or a locale identifier in BCP 47 format (e.g. en-US).
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Select the category from the dropdown menu to which the type will belong.
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Select SAVE.
How to delete a Flow Type
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Open the left sidebar and select Flow Categorisations from the menu.
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Select Flow Types from the menu.
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A list of Flow Types is displayed.
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Select the Delete button to permanently delete the flow type.
