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Resetting form flow layouts

Reset the layout of a flow when you want to completely rearrange the appearance of a form, or when you want to see what level in the flow each node occupies.

Ensure that you have deactivated the template. You cannot modify active templates.

To reset the layout of a form flow:

  1. Navigate to the Customize workspace.
  2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to reset the flow layout. If you selected a business process template, select the Form subtab.
  3. In the Flow tab, in the flow area, click Reset Layout.

The nodes and connections are rearranged into a column where the position of each node reflects its relative level in the flow. You can now drag and drop the nodes to redesign the flow