Editing Flows in Flow Studio

You can change the blocks in a flow and customize its blocks’ settings in the following ways:

• editing the flow with the Flows SDK

• using the Build Mode options in Flow Studio in the application

This article explains how to use the available options in Flow Studio’s Build Mode. To learn more about customizing flows with the Flows SDK, see the Flows SDK documentation.

Entering Build Mode

Editing read-only flows

You cannot edit flows with the read_only tag (i.e., read_only in the roles parameter). If you try to enter Build Mode for one of these flows, you will be prompted to duplicate the flow and make changes to the duplicate flow.

To edit flows in Flow Studio, you first need to enter Build Mode:

1. On the Flows page (Flows > Flows), find the flow that you would like to edit, and click its name.
   

2. Click Edit Flows.
   

3. In Flow Studio, toggle the Build Mode switch to the ✓ position.

After you have entered Build Mode, you can make the changes described below.

Adding a block

In Build Mode, Add block (+) buttons appear where you can add blocks to the flow.

To add a block:

1. Click the Add block (+) button where you would like to add a block.
   

2. Do one of the following:

   • Hover over Flow Control, and click on one of the available options.

     • Blocks in this category include Routing, Output, and Custom Code Blocks.

   • Hover over Document Processing, and click on one of the available options.

     • Document Processing blocks are the blocks included in the Document Processing Subflow.

   • If you have imported blocks downloaded from the Get More Blocks link described below, you will have additional categories of blocks under Flow Control and Document Processing. Hover over one those categories, and click on one of the available options.

   • Click Get More Blocks to download subflows from the Flows SDK documentation site.

     • Importing those flows to your instance allows you to add their blocks to other flows. These blocks appear in new categories under Flow Control and Document Processing when adding blocks in Build Mode. For information on importing flows, see Managing Flows.

       
       
       

3. If you have added a block currently available in your instance, its settings appear in the right-hand sidebar. Make any necessary additions or edits to these settings, and click Save.

   • Some settings can take dynamic values as inputs (e.g., the outputs of previously executed blocks in the flow). To use one of these values as an input, click Link to the right of the setting, then select a value from the list that appears.

   • To see a full list of available input values for a setting that already has a linked input, click on the text box for the setting.

   • To remove a dynamic value from a setting, click Unlink to the right of the setting.

   • For a full list of settings for each block, see our Flows SDK documentation.

Editing a block’s settings

While in Build Mode, you can edit a block’s settings, even if you didn’t add the block through Build Mode.

When you edit a block’s settings in Build Mode, the settings shown—along with the provided values for each—may differ from the ones shown outside of Build Mode (e.g., when editing the settings for the Document Processing Subflow). These settings and values are identical to the ones that are available when creating and editing flows with the Flows SDK.

For assistance in editing blocks while in Build Mode, refer to the Flows SDK documentation or contact your Hyperscience representative.

To edit a block’s settings:

1. Click on the block whose settings you would like to edit.

   • Its settings appear in the right-hand sidebar.
     

2. Make any necessary additions or edits to these settings, and click Save.

   • Some settings can take dynamic values as inputs (e.g., the outputs of previously executed blocks in the flow). To use one of these values as an input, click Link to the right of the setting, then select a value from the list that appears.

   • If a setting already has a linked input, you can see a list of other available input values by clicking on the setting's field. You can also edit the expression in the text box that appears at the top of the list of available input values.

   • To remove a dynamic value from a setting, click Unlink to the right of the setting.

   • For a full list of settings for each block, see our Flows SDK documentation.

Deleting a block

You can delete any block from a flow while in Build Mode.

To delete a block, hover over it in Flow Studio, and click Delete.