Manage flows

AI-generated summary

Genesys Cloud allows flow authors to manage various aspects of flow configuration including validation, publishing for activation, saving, deleting, importing, exporting, locking, unlocking, and filtering the list of flows. Flow authors can open existing flows, view previous versions, validate flows, publish new flows to make them available to admins for assignment and activation, save additions without publishing, check in flows to allow others to edit, discard unsaved changes, import/export configuration files, print flows, delete flows, unlock checked out flows, and filter the list of flows.

Architect allows the flow author to maintain several aspects of flow configuration, including validation and error review, publishing the flow for activation, and other management features such as save or delete, import and export, lock and unlock, and check in or out.

To help familiarize yourself with managing a flow, review the following pages:

Page	Features you can configure
Open an existing flow or View a previous version of a flow	See the various ways to open an existing flow, or open a previous version of a flow for read-only viewing.
Validate a flow	Learn about the validation process and how to check the flow for errors.
Publish a flow	For new flows, the Publish action makes the flow available to admins, who can assign numbers and activate the flow. For existing flows, publishing a flow puts the changes into effect immediately.
Maintain a flow	This article describes how to: Save, but not publish, additions or changes to the flow Check in flows to save the current version and allow other users to check it out Discard unsaved changes Import or export flow configuration files
Print a flow	Create a PDF or print a local copy of a call flow's menu and task structure. You can print a copy of a locked or unlocked flow.
Delete a flow	With the appropriate role, you can delete one or more flows at at time.
Unlock a call flow	Learn how to unlock, or check in, your configuration. With the appropriate role, learn how to unlock a flow locked by another user.
Filter the list of flows	Use sort and filter features to narrow the list of flows on the Manage Flows page.

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Manage flows

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