Manage flow canvases

The Flow Designer tab in a workflow is your entry point into creating canvases to design automated incident resolution flows using Flow Designer. It also lets you manage those canvases - rename them, give them a description so workflow developers know the purpose of a particular canvas, and, in some cases, delete them. You can also see at a glance how many flows there are in each canvas: each trigger on a canvas is represented by its icon below the canvas' description.

Create a canvas

The Flow Designer tab allows you to create an empty canvas where you can design automated flows.

  1. On the Flow Designer tab, click Create Flow Canvas.
  2. Click a workflow to
  3. In the Create Flow Canvas dialog box, specify a Name and optional Description.
  4. Click Create.

In some instances, xMatters automatically adds canvases to the Flow Designer tab:

  • Whenever you create a new Messaging form. The name you give the form becomes the default name of this canvas.
  • During the migration of some legacy Integration Builder integrations; the canvas is named after the integration.

Edit the name and description

You can edit the name and description of a flow canvas to better reflect the contents of the canvas.

  1. Click the gear icon for the canvas and select Edit Name.

  1. Enter a new name and an optional description.
    • The name must be unique within the workflow.

  1. Click Save.

The new name replaces the previous name wherever the canvas is referred to in Flow Designer.

Delete a canvas

Some canvases are created during the automatic migration of legacy Integration Builder integrations that weren't associated with a form. In this case, you also have the option to delete the canvas. This also deletes the associated integration in the Integration Builder — before you delete it, make sure you either no longer need the integration functionality or you've moved it to a flow on another canvas (we have instructions on how to fully convert inbound and outbound integrations to flows).

  1. Click the gear icon for the canvas and select Delete.

  1. Click Delete on the confirmation dialog (or Cancel if you've changed your mind).