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Company Qualification Flows
How to Create, Edit and Delete Flow Groups
How to Create, Edit and Delete Flow Groups

Learn how to create Flow Groups for Company Qualification Flows

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Written by Shuja Agha
Updated over a week ago

Overview

This article describes the process of creating Flow Groups that can be added to review stages in Company Qualification Flows.

  1. Having logged in as an Admin user, navigate to the Company Settings page and click on Flow Groups.

  2. Click on the Create Group button.

  3. Enter the following information on the Create a Group flyout menu:

    1. Group Name - A name for the group being creating

    2. Description (Optional) - A description of the group being created

  4. Add Group Member(s) by clicking on the Begin typing to search for a user dropdown menu. This will open a dropdown menu listing out users within the General Contractor. Begin typing to narrow your search of users and click their name to add them to the group.

  5. Add additional group members by clicking Add a group member and following the process described in step 4.

  6. Remove group members during creation by clicking the X in the dropdown menu for the first reviewer and the X next to dropdown menu for all subsequent group members if required.

  7. Once all fields have been filled out and all group members have been added, click Save on the flyout menu.

The group should now be seen in the list of all Flow Groups and can be added to a Company Qualification Flow.

Edit Flow Groups

  1. Having logged in as an Admin user, navigate to the Company Settings page and click on Flow Groups.

  2. Locate the Flow Group that needs editing and click on the neighbouring arrow.

  3. Click Edit on the dropdown menu that is revealed.

  4. The following fields can now be edited using the flyout menu:

    1. Group Name

    2. Description (Optional)

    3. Group Members

      1. Follow steps 5 and 6 from the Overview section at the beginning of this article to learn how to add and remove group members.

  5. Once all fields have been edited, click Save on the flyout menu.

The Flow Group has been edited successfully.

Deleting Flow Groups

Flow Groups can only be deleted if they are not part of an active Company Qualification Flow or an active Project Approval Flow.

  1. Having logged in as an Admin user, navigate to the Company Settings page and click on Flow Groups.

  2. Locate the Flow Group that needs to be deleted and click on the neighbouring arrow.

  3. Click Delete on the dropdown menu that is revealed.

  4. Click DELETE on the Delete Workflow Group modal.

The Flow Group has been deleted successfully and should no longer be seen in the list of Flow Groups.

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