Flow Step Search

To find specific stepssteps - A step is a component-based action item that is added to the flow, leading to the desired outcome. within a flowFlow - Actions performed during the lifecycle of a call., you can use the Flow Step Search. This is particularly useful when trying to find certain steps within large and complex flows, to make changes to their configuration.

To perform a “Flow Step Search” in Studio, follow these steps:

  • Log in to your Talkdesk account as an Administrator.
  • From the Admin section [1], select the Studio tab [2].
  • Select the desired flow on the “Studio Flows” page [3].
  • When the flow is displayed, click on the search icon in the top-left corner [4].
  • A side panel will appear listing all the steps of the flow:
  • You will be able to search by:
    • Step name.
    • Step type (e.g. “Assignment and Dial”).
  • Enter the name of the step or the type into the search box [5].
  • The search results can include the names of the steps, listed under “Steps” [6] but also of their categories, listed under “Filters” [7].
  • The results are also highlighted in light blue on the flow.
  • You can select either the name of the specific step or a filter. If you select a filter, it will display the steps that belong to the same type.
  • To navigate between results, you can use the arrows on your keyboard.
  • To select a result, press “Enter” or click on it. When selected, the step will be highlighted in dark blue, a panel will appear on the right and the search area will be closed.
  • If you wish to close the search panel, click the arrow next to it [8].
  • If you close the search panel but the characters used for the search have not been deleted, the search will remain active; a number will be shown next to the search icon, which will correspond to the number of results of the search that you performed [9]. In addition, the search results will still be highlighted in blue.