Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
1. Description
The page is intended for creating Flow. Displays information about all Flow in the domain.
Flow can be used for any service scenario. Service scenarios: Inbound calls, IVR, Outbound job queue, etc.
It consists of the following elements:
- Creation tool (Fig.1(1));
- Filtration block (Fig.1(2));
- Search field (Fig.1(3));
- Upload tool (Fig.1(4));
- Refresh button (Fig.1(5));
- Registry (Fig.1(6));
- Pagination (Fig.1(7)).
Fig. 1. Flow page
1.1. Creation tool
Use the Add button to create a new Flow (Fig.1(1)). The Create new flow modal window (Fig.2) opens after clicking the button. The following option for creating Flow are available:
- Diagram;
- Code.
And types of schemes:
- Voice;
- Chat;
- Forms;
- Service.
Info |
---|
The choice of flow type affects the availability of components when you create a Flow using a diagram. |
Fig. 2. Create new flow modal window
1.1.1. Diagram
Create a new Flow using the Webitel Flow Diagram tool.
Select Diagram in the Create new flow modal window, choose flow type, and click the Create button.
The Webitel Flow Diagram opens after clicking the button.
1.1.2. Code
Create a new Flow using JSON schema in the code editor. Select Code in the Create new flow modal window and click the Create button. The choice of flow type is informational.
The General tab opens after clicking the button.
1.2. Filtration block
It is designed to filter the data displayed in the registry.
It consists of:
- Filter elements (Fig.3(1));
- Reset filters button (Fig.3(2));
- Expand filters button (Fig.3(3)).
Fig. 3. Filtration block
1.2.1. Filter elements
It is possible to filter by tags - the Tags field and types - checkboxes.
1.2.2. Reset filters button
Include Page Reset filters button Reset filters button
1.2.3. Expand filters button
Include Page Expand filters button Expand filters button
1.3. Search field
The search is performed on the Name column.
Include Page Search field Search field
1.4. Upload tool
It is used to upload Flow schema from a JSON file. Clicking the button (Fig.1(4)) opens a file selection window. Select the desired file on your device and click the Open button (depending on the OS, the file selection window may differ). The Import JSON modal window opens (Fig.4).
Fig. 4. File selection window
The Import JSON modal window opens (Fig.5).
1.4.1. Import JSON modal window
The modal window consists of the following elements:
- Create new? checkbox;
- Name field;
- Add button;
- Close button.
Fig. 5. Import JSON modal window
1.4.1.1. Create new? checkbox
It is designed to update the Flow schemе without replacing the file by deleting it.
- when you click the Add button, a new Flow schemе is created (the name must be unique);
- when you click the Add button, a Flow scheme with the same name in the registry will be updated - replaced with the one imported.
1.4.1.2. Name field
Here, enter the Flow scheme name if you want to change it.
1.4.1.3. Add button
The Flow scheme is added to the register after clicking the Add button. The editor is Code.
1.4.1.4. Close button
After clicking the "Close" button, the modal window is closed, and the Flow scheme is not loaded.
1.5. Refresh button
(Fig.1 (5)). Include Page Refresh button Refresh button
1.6. Registry
The registry is a list of entries of existing objects in this partition, each of which consists of a set of fields:
- Checkbox;
- Name;
- Editor;
- Type;
- Tags;
- Download button;
- Editing tool;
- Removal tool.
1.6.1. Checkbox
Include Page Checkbox Checkbox
Fig. 6. Confirm deletion modal window
1.6.2. Name
The name of the Flow is displayed here.
1.6.3. Editor
This column displays which editor was used to create: Code or Diagram.
1.6.4. Type
This column displays the type chosen when the Flow scheme was created: Voice, Chat, Forms, or Service.
1.6.5. Tags
This column displays the tags selected for the Flow schema.
1.6.6. Download button
A JSON file with the Flow scheme is downloaded when the button is clicked.
1.6.7. Editing tool
After clicking the edit button ():
- For Flow schemes with the Code editor, the General tab opens, in which you can edit the code of the Flow scheme;
- For diagrams with the Diagram editor, the Webitel Flow Diagram opens, in which you can edit the Flow scheme;
1.6.8. Removal tool
Include Page Removal tool Removal tool
Fig. 7. Confirm deletion modal window
1.7. Pagination
Include Page Pagination Pagination
2. Opportunities
2.1. Create a new Flow scheme by Code
Goal | Create a new Flow scheme by Code |
---|---|
Preconditions | |
Steps |
|
Result | Data saved. The Flow is created. |
2.2. Create a new Flow scheme by Diagram
Goal | Create a new Flow scheme by Diagram |
---|---|
Preconditions | |
Steps |
|
Result | Data saved. The Flow is created. |
2.3. Delete a Flow
Goal | Delete a Flow |
---|---|
Preconditions |
|
Steps |
|
Result | The modal window closes. The Flow is deleted. |
2.4. Delete several Flows
Goal | Delete several Flows |
---|---|
Preconditions |
|
Steps |
|
Result | The modal window closes. The Flows are deleted. |
2.5. Edit a Flow (Code)
Goal | Edit a Flow(Code) |
---|---|
Preconditions |
|
Steps |
|
Result | Data saved. |
2.6. Edit a Flow (Diagram)
Goal | Edit a Flow(Diagram) |
---|---|
Preconditions |
|
Steps |
|
Result | Data saved. |
Table of Contents |
---|