> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Manual Flows

Manual Flow initiates when a user manually publishes and enrolls a record. If you have any active Manual Flows linked, you can enroll records from both the record detail and listing pages.

### **Topics covered:**

* [How to Create Manual Flow](#how-to-create-manual-flow)

* [How to Enroll Records to Manual Flow](#how-to-enroll-records-to-manual-flow)

### How to Create Manual Flow

To create the Manual flow,

Navigate to **Smart Flows** from left side outreachClick on \*\* New Flow \*\*\*<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip1-5.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=e7b99c4e8205c0911ac489ee09b5b4bf" alt="mceclip1.png" width="2615" height="1405" data-path="smart-flows/managing-smart-flows/images/mceclip1-5.png" />

* *Select the flow type as*\* Manual Flow \*\*\*<img src="https://mintcdn.com/salesmate/D9yfytISiw0tb2dJ/smart-flows/managing-smart-flows/images/Screen-Shot-2024-11-15-at-2.14.37-AM.png?fit=max&auto=format&n=D9yfytISiw0tb2dJ&q=85&s=4b4ac35ae391f19d2253a4a8892e4369" alt="Screen Shot 2024-11-15 at 2.14.37 AM.png" width="1572" height="736" data-path="smart-flows/managing-smart-flows/images/Screen-Shot-2024-11-15-at-2.14.37-AM.png" />

* *For*\* Manual Flow \*\*, you'll need to choose the record module

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip2-5.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=bac9e00ce773b53bd9eb452f40754f5d" alt="mceclip2.png" width="3360" height="1917" data-path="smart-flows/managing-smart-flows/images/mceclip2-5.png" />

Proceed with selecting Actions and Conditions to complete the flowOnce the Flow is created you can go ahead and **Save and Publish** the Flow.

\*\*Note:\*\*While creating a manual flow, there is no option to create the trigger. You have to select the module and then start with actions and conditions.

### How to Enroll Records to Manual Flow

There are two ways to enroll the records,

* [From the Detail View](#from-the-detail-view)
* [From the List View](#from-the-list-view)

### From the Detail View

Navigate to the required **Module** from the left menu barOpen the **Detail view** of the specific record you wish to enroll.Click on the **Three dots** in the top right cornerSelect the **Enroll to Flow** option.

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip0-9.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=2572792f04c4f4f7cec50fa3b8741ddc" alt="mceclip0.png" width="2600" height="1411" data-path="smart-flows/managing-smart-flows/images/mceclip0-9.png" />

A popup will appear, showing the available manual flows for enrollment.

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip11-2.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=9e1e6431b7b799dada646e1f2e5d8f3a" alt="mceclip1(1).png" width="1450" height="496" data-path="smart-flows/managing-smart-flows/images/mceclip11-2.png" />

Select the desired manual flows from the list.Click the **Enroll** button to finalize your selection.

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip3-3.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=2f8209711578a0550d507640b60541e4" alt="mceclip3.png" width="1430" height="508" data-path="smart-flows/managing-smart-flows/images/mceclip3-3.png" />

A success message will be displayed:\*\*Record(s) added to enrollment queue.

### From the List View

Navigate to the Listing screen of the required Module.Select the records you want to enroll in by checking the corresponding boxes.Click on the **Enroll to Flow** option in the bulk actions toolbar.

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip4-2.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=1d5ece9d91d74de98eec8c4edcbd2c33" alt="mceclip4.png" width="2608" height="1410" data-path="smart-flows/managing-smart-flows/images/mceclip4-2.png" />

A popup will appear, displaying the available manual flows for enrollment.

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip5.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=c48f3cc75b7a4d87575f839d070e85ac" alt="mceclip5.png" width="1527" height="611" data-path="smart-flows/managing-smart-flows/images/mceclip5.png" />

Select the desired manual flows from the list.Click the Enroll button to confirm your selection.

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip6-2.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=1f94aee0f16606afc63afa98484e7c92" alt="mceclip6.png" width="1516" height="498" data-path="smart-flows/managing-smart-flows/images/mceclip6-2.png" />

A success message will appear:\*\*Record(s) added to enrollment queue.

* \*\*A manual flow can have the following enrollment conditions:\*\*Only once:\*\*A record can only enter this flow once \*\*More than once, but single active instance:\*\*A record can enroll in this flow whenever the conditions are met, provided that they are not running through the same flow.

* \*\*More than once, whenever the conditions are met:\*\*A record can enter this flow each time the trigger conditions are met.

<img src="https://mintcdn.com/salesmate/RZQSVJ13XyURCxvW/smart-flows/managing-smart-flows/images/mceclip7.png?fit=max&auto=format&n=RZQSVJ13XyURCxvW&q=85&s=df8a4499108ea7ac08d99e380fba20f7" alt="mceclip7.png" width="2608" height="632" data-path="smart-flows/managing-smart-flows/images/mceclip7.png" />
