Configuring connections
In business process and call script templates, connections link together nodes in a form's flow.
Before configuring connections:
- Ensure that you have deactivated the template. You cannot modify active templates.
Ensure that you have added page nodes to the form flow.
Connecting page nodes in form flows
Create connections between page nodes in a flow to specify the order in which pages display in the form.
To connect page nodes in a form flow:
The page node is now connected to the other node in the form flow.
Connecting decision nodes in form flows
Create connections to and from decision nodes to direct a flow between pages in the form.
To connect decision nodes in a form's flow:
The decision node now conditionally connects the pages in the form flow.
Removing connections from form flows
Remove connections from nodes when you want to change how the flow moves between the nodes in the form.
To remove connections from a form flow:
- Navigate to the Customize workspace.
- In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a page node. If you select a business process template, select the Form subtab.
- In the Flow tab, in the flow area, find the connection that you want to remove and click the Delete button .
The connection between the nodes is deleted.