Client Flow Templates
Under Settings → Service Configuration → Service Management → Client Flow, admins can build the decision-tree templates that staff run from a client's Client Flow tab or an application's Linked Flows panel.
global_manager or country_manager, with the TEMPLATE_MANAGEMENT permission
Service-Linked vs. General Templates
When creating a template, you choose whether it's linked to a specific service or visa type:
- Linked to a service/visa type — the template only appears on that service's application pages, inside the Linked Flows panel. One flow instance is created per application.
- Not linked to anything — the template appears in every client's general Client Flow tab instead, for checks that aren't tied to a particular service.
Building the Flow
The flow builder is a decision tree, not a general workflow automation tool — there are only two node types:
| Node type | Purpose |
|---|---|
| Question | A yes/no question with separate "Yes" and "No" branches, each pointing to another node |
| Outcome | A terminal result — a title, an explanatory message, and optionally a short custom form collected only when this outcome is reached |
Every template has one start node (the first question asked). From there, each question's Yes/No answer determines which node comes next, until the run reaches an outcome node and ends.
There's no separate "trigger" or automated-action concept beyond this — the flow's job is to walk someone through a series of questions and land them on a documented outcome, not to fire emails or create tasks.