# Edit Flow

Edit Flow is the workflow page for a form. It's where you decide who can fill it out, who reviews a submission, and what happens after someone submits. The questions themselves live on a different page: the [Form Builder](/forms/form-builder). Both sit under **Admin → Forms**, which is why it's easy to mix them up.

## Edit Form vs Edit Flow

| Page | What it's for |
|---|---|
| **Edit Form** | Adding, arranging, and editing fields; rules that show or hide questions; field history; where new fields land |
| **Edit Flow** | Who can fill the form, who reviews it, step order, custom emails, triggers, muting, expiration, duplicate, and groups (editor, view, manager, note, and so on) |

On the builder, **More Settings** is how you reach many of the same form-wide toggles. On Edit Flow those everyday ones sit on the top card, and the rest are under **Advanced Settings**.

## Opening Edit Flow

1. Go to **Admin → Forms**.
2. Open a form. That lands you on Edit Flow for the parent form.

From the builder, click **Edit Flow**. If you're editing an extra form attached to a step, that button reads **Return to Parent** instead.

From Edit Flow, the blue **Edit Form** button opens the builder.

## What's on the Page

The form name is a link to the live form (**View live form**). Beside it: a QR code and permalink, a filter for this form's submissions, and the blue **Edit Form** button. The {{icon:ellipsis-vertical size-4 inline-block align-text-center}} menu holds **Edit Name**, **Manage Short URL**, **Download CSV Template** (when the form has importable fields), and **Paper View**.

The card's everyday settings are **Anonymous Form**, **Allow Login Through Link**, **Form Accessible To**, and **Tags**. See [Form Tagging](/forms/tagging). **Advanced Settings** starts collapsed. Form-wide settings don't persist until you click **Save**.

Below the card come **Flow Steps**, then **Custom Emails**.

## What You Do Here

A form can have zero steps — collect the answers and stop — or many. When a submission needs review, scroll to **Flow Steps** and use **Add Step**. [Flow Steps](/workflows/flow-steps) covers how each type behaves:

| Step | What it does |
|---|---|
| **Select One** | One person from a group reviews the submission |
| **Select Multiple** | Several people from a group review it |
| **All Group** | Everyone in a group reviews it |
| **Group Select** | Someone picks which group handles the next step |
| **Dynamic** | Approvers come from the submission's own answers |
| **Wait for Submissions** | Holds until related submissions finish |
| **Conditional** | Routes the process based on answers |
| **Collective** | Holds while someone completes a set of forms |
| **Trigger** | Runs an action, such as sending extra notifications |

Groups (who can edit the form, view submissions, manage them, or get notes), muting, expiration, and **Duplicate** live under **Advanced Settings**. For emails and what people are told as a submission moves, see [Notifications](/submissions/notifications).

## Conditional Fields vs Conditional Steps

Hiding a question until an earlier answer makes it relevant is [conditional logic](/forms/conditional-logic) on the form. Routing the *process* after someone submits — sending it down one path or another — is a **Conditional** flow step. They aren't the same thing. See [Conditional Flow Steps](/workflows/conditional-flow-steps) when the process itself needs to branch.

## Tips

- Open a form from **Admin → Forms** for the workflow; use **Edit Form** for the questions.
- Click **Save** after changing settings on the top card. Fields in the builder save on their own; these don't.
- Start with no steps if you only need to collect answers. Add a step when someone has to act on what came in.
- A field that hides on the form doesn't change who reviews the submission. Use a **Conditional** step when the *path* should change.

## Related

- [Form Builder](/forms/form-builder) - adding and arranging fields
- [Forms Overview](/forms/overview) - what a form can do
- [Building a Two-Step Approval](/workflows/two-step-approval) - the usual review pattern
- [Flow Steps](/workflows/flow-steps) - who reviews a submission and how
- [Conditional Flow Steps](/workflows/conditional-flow-steps) - routing the process
- [Emails and Muting](/workflows/emails-and-muting) - rewriting and quieting notifications
- [Notifications](/submissions/notifications) - what people are told, and when