Show/Hide All

 Overview

Use this procedure to modify a custom visual process flow.

 

To modify a custom visual process flow

Warning You must click Save Process Flow to save to save changes made in the Visual Process Flow Designer.

1. Select Visual Process Flows Setup menu > Visual Process Flows Manager.

2. Select a process flow.

3. Click the Open Process Flow Designer button.

Note You can also click one of the buttons to copy or modify the settings of the selected process flow. This will start the applicable wizard. You can select the check box to access the designer before clicking Finish on the last page of the wizard.

4. Use the Visual Process Flows Designer to customize the process flow.

• Click a text box to move or resize it. Double-click a text box to edit the text.

• Select an element and use the toolbar to perform commands such as Copy and Paste.

• For information on linking an element to a Sage 100 task, see Adding Links to Visual Process Flows.

• For information on adding actions, see Creating Actions to Show or Hide Elements.

5. When you are finished editing the process flow, click Save Process Flow. To exit the designer without saving your changes, click Exit Designer Mode.

The changes to your process flow are saved.