Group steps

Group steps allow you to organize multiple steps on the flow canvas into a single group, which can then be moved and positioned as a single canvas step.

Overview

• Grouping steps allows you to move multiple connected steps around the canvas as a single group, enabling easier positioning and layout of your flow steps.

• Resize a group step by dragging the edges or corner of the group.

• Steps can be dragged into and out of a group as required.

• To edit the group name, click on the name text and enter a new name for the group.

• To delete a group, select the group and click the Delete icon. You are warned that permanently deleting the group will also delete the steps within the group, and you may wish to simply ungroup the steps instead of deleting them with the group.

Grouping steps

To group steps on the canvas, either:

1. Drag a group step onto the flow canvas where you would like to position the group.
2. Enter a name for the group and click Save.
3. The group step is added to the canvas. Add steps into the group as required, by dragging and dropping them onto the group step.

Or:

1. Select multiple steps on the canvas, and click the Group icon to group them together.
2. The steps are added into a new group step, which can then be renamed and resized as required.

Ungrouping steps

To ungroup steps on the canvas:

1. Select the group step, and click the Ungroup icon.

Adding comments to a group step

Comments can be added to a group step.

• Adding Comments to a step