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Search for flows

Apr 9, 2023

Looking for flows that you or your team own? Want to see a quick dashboard of Open, Completed, Canceled asks for your flows? Just go to the Flows page!

Simply click on the Flows icon in the left navigation to view all the flows that you or your team owns.

Searching and Filtering

Search by keyword, key phrase, or negative (exclude) keyword

You can search for Flows by using the search bar near the upper right:

You can search via:

  • Keyword, ex: customer onboarding
    • Returns results that have keywords customer OR onboarding
  • Key phrase (by using quotes), ex: "customer onboarding"
    • Returns results that have the phrase customer onboarding
  • Exclude results with keyword (by using a minus), ex: customer -onboarding
    • Returns results that have the keyword customer BUT NOT the keyword onboarding

Just click the search icon  to find Asks with your search criteria. Note, it will search the following data:

  • Flow ID and Name 
  • Step name

Filter your results

Need to filter your results? Just click on the filter icon  in the column heading to filter by the column.

Once a filter has been applied, the column will highlight green.

To clear your filters, either deselect your filters or go to More Actions (⋮) → Clear Filters.

Duplicate, view analytics and delete flow(s)

For any existing flows, hover over the flow to see options (icons on the right) for managing the flow:

Note, you can only delete the flow if there are no Open Asks.