Discover how to organize your Flows into Groups within this article.
This article covers the following topics:
- What are Groups in Flows?
- Where can I access Groups?
- How are Flows automatically grouped?
- How to Create a Group
- How to Rename a Group
- How to Delete a Group
- How to Search for a Group
- How to Assign or Move a Flow to a Group
What are Groups in Flows?
Groups in Flows are a powerful feature that allows you to organize multiple Flows into groups based on personal or operational needs.
Where can I access Groups?
You can find Groups within the Flows Builder tab. After selecting the "Flows" tab, look for a dropdown menu labeled "All groups" to access your organized Flow groups.
How are Flows automatically grouped?
Groups in Flows are automatically generated based on the Knack apps that are connected to the Flows you've created.
For example, if you have a Flow that initiates actions within your Custom CRM Knack app, a group will be created for you, named "Custom CRM". Any future Flows created for the Custom CRM app will automatically be categorized within the "Custom CRM" group.
This automated grouping facilitates organization and ensures that your Flows are categorized efficiently.
Notes:
- When you change the name of your Knack app, the corresponding Group will automatically update to reflect the new app name. By refreshing the Flows Builder you can see the updated Group name.
- A group is automatically created for a Knack app the first time the builder navigates to Flows from the left-hand navigation menu.
How to Create a Group
To create a Group in Flows, navigate to the dropdown list of groups and click on the "+ Create" option located at the bottom of the list:
How to Rename a Group
To rename a Group in Flows, navigate to the Groups dropdown list, and select the pen icon next to the grouping you would like to rename:
How to Delete a Group
To remove a Group in Flows, navigate to the Groups dropdown list and click on the trash can icon adjacent to the group you wish to delete:
Note: If a group is deleted, any Flows that were previously assigned to that group will be reassigned to the "Without a group" option in the dropdown list.
How to Search for a Group
To locate a specific Group in Flows, navigate to the Groups dropdown list and type your search keyword into the search input field located at the top of the list:
How to Assign or Move a Flow to a Group
To assign or relocate a Flow to an existing Group, check the box located in the upper right corner of the desired Flow, and then choose the appropriate Group from the "Move to" dropdown list:
