Use the Flow Designer help panel

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Browse topics in the side help panel to learn more about building flows and actions, working with data and spokes, and stepping through guided tours in Flow Designer.

    Before you begin

    Role required: admin, flow_designer, or delegated_developer

    Procedure

    1. Navigate to All > Process Automation > Flow Designer.
    2. In the Flow Designer landing page's main header, select the question mark icon (Help panel question mark icon) to open the help panel.
      You will see help topics that you can select and browse for more information about building flows and actions, working with data, and setting up Integration Hub spokes.
    3. To close the help panel, select the question mark icon (Help panel question mark icon) again.
    4. Open any flow from the list of flows to go to the Flow Designer design environment.
    5. Next to the name for any action in the flow, select the Open help panel icon (Open help panel icon).
      The help panel opens with information about the action and how to use the action's inputs and outputs in your flow. If no help content is available for your selected action, then the panel displays No help content found for: and the action's name.
    6. You can also access guided tours from the help panel by selecting the question mark icon (Help panel question mark icon) while in the Flow Designer design environment.
      After opening the help panel, locate a help card beginning with Tour: and select that card to start the tour

    Result

    The help panel opens with help content about flows, actions, spokes, and guided tours.

    The Flow Designer help panel shows you information about building flows and actions, working with data and spokes, as well as guided tours of the Flow Designer interface.