Create and embed flow components

For more context on what flow components are used for, see Understand flow components.

Create a component

From a flowchart

1. Click the "SELECT MULTIPLE" button in the left toolbar to enter multiple select mode.

2. Click and drag a selection box around the steps you want to make into a component. They will be outlined in red.

3. Click the "CREATE A COMPONENT" button in the left toolbar just under the "SELECT MULTIPLE" button. This will open the "New component from selection" dialog.

4. Enter a name for the component.
5. Click CREATE. The selected steps will be collapsed into a component.

From a checkflow

Create a group

In checkflows, components can only be created from groups. The process for creating a group is the same as described in Create groups and conditions - Create a group, so if you've already done that you can skip to Convert the group into a component.

1. Click the "SELECT MULTIPLE" button in the left toolbar to enter multiple select mode.

2. Click and drag a selection box around the symptoms you want to group. They will be highlighted in blue.

3. Click the "CREATE A GROUP" button in the left toolbar just under the "SELECT MULTIPLE" button. This will create a group from the selected symptoms and place your cursor in the group name box.

4. Enter a name for the group.

5. You can edit the name later by clicking the pencil icon in the group's top-right corner to open the edit panel.

Convert the group into a component

1. Click the pencil icon in the group's top-right corner to open the edit panel.

2. Click "CONVERT INTO COMPONENT". The selected group will be collapsed into a component.

Update a component

From within a flowchart

1. Click the collapsed component to open the edit panel.

2. The component can be renamed directly in the edit panel.
3. For other updates, click "EDIT MODEL". This opens the component itself within the assistant builder.

4. Make whatever changes are desired to the flow as normal.
5. To return to the parent flow, click its name in the top left corner.
6. When finished, click "PUBLISH" in the top right toolbar to save your changes.

From within a checkflow

1. Double-click the component title.

2. This opens the component itself within the assistant builder. You can make changes to the flow as normal.

3. To rename the component, click the "COMPONENT SETTINGS" button with the gear icon next to the component name in the top left.

4. This opens the component settings panel where you can update the name as desired.

5. To return to the parent flow, click its name in the top left corner.
6. When finished, click "PUBLISH" in the top right toolbar to save your changes.

Embed a component in a flow

Note that flowcharts can contain either flowchart components or checkflow components but that checkflows can only contain checkflow components.

1. Open the flow in which you'd like to embed a component.
2. Click the "INCLUDE A COMPONENT" button in the left toolbar.

3. Select the component you'd like to embed from the list.

4. The component is added to the canvas.

5. Connect the component to the rest of the flow as desired.

6. Click "PUBLISH" in the top right toolbar to save your changes.

Make a checkflow component searchable within a flowchart

By default, the contents of checkflow components embedded in flowcharts will not come up as matches for free text searches performed within the flowchart. If desired, you can change this behavior for specific components.

1. Click the checkflow component to open the edit panel.

2. Check the "Contents searchable" box below the component name.
3. Click "PUBLISH" in the top right toolbar to save your changes.