Set flow user preferences

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Set your preferences when building and editing flows such as the default editor view.

    Before you begin

    Role required: admin or flow_designer

    Procedure

    1. Navigate to All > Process Automation > Workflow Studio.
    2. On the homepage, select Flows.
    3. Create or select the flow you want to edit.
    4. Select the More Actions menu icon. The More Actions icon
    5. From the list of menu options, select User preferences.
      User preferences option in the More Actions menu
    6. Select the user preferences you want for building and editing flows.
      Sample user preferences selected

      For more information about available user preferences, see User preferences for flows.