Manage Genies

Manage FlowGenies.

Search for a Genie

Follow these steps to search for a Genie:

1. View your FlowGenies. The Genies page displays.

2. Enter in the Search setting the text to filter Genies using any of the following criteria:

   • Name: Filter by the Genie name that displays in the Name column.

   • Category: Filter by the Genie Category name that displays in the Category column.

   • Description: Filter by the Genie description that displays in the Description column.

As you enter text into the Search setting, Genies display that match your entered text.

If there are no search results, the following message displays: No Results.

Copy a FlowGenie

Permissions

Your user account or group membership must have the following permissions to copy a FlowGenie unless your user account has the Make this user a Super Admin setting selected:

• FlowGenie: View FlowGenie

• FlowGenie: Create FlowGenie

See the FlowGenie permissions or ask your Administrator for assistance.

Follow these steps to copy Genie:

1. View your FlowGenies. The Genies page displays.

2. Click the ellipsis icon for the Genie to copy.

3. Click the Copy option.

4. Edit the following information as necessary:

   • In the Name setting, enter the name of the new Genie. This is a required setting and Genie names must be unique.

   • From the Category drop-down menu, review which Genie Categories to associate with this Genie. To remove a Genie Category that is currently selected, click the icon for that selection or press Enter when the drop-down is visible. This is a required setting.
   • From the Project drop-down menu, optionally select one of more Projects.

   • In the Description field, edit the description if needed.

5. Click Save.

Delete a Genie

Permissions

Your user account or group membership must have the following permissions to delete a FlowGenie unless your user account has the Make this user a Super Admin setting selected:

• FlowGenies: Delete FlowGenies

• FlowGenies: View FlowGenies

See the FlowGenie permissions or ask your Administrator for assistance.

When a Genie is deleted, in-progress Cases using that Genie are not affected. However, the Genie cannot be referenced in new Cases or other Process models afterward.

Deleting a Genie from the Genies page is irreversible.

Follow these steps to delete a Genie:

1. View all Genies. The Genies page displays.

2. Click the ellipsis icon for the Genie to delete.

3. Click the Delete option.

4. Click Confirm to validate the action.