This article explains how to create and configure flows within the Pear Suite Platform. Flows are the building blocks of data collection, allowing you to design assessments and scripts that capture member information and trigger automated actions based on their responses.

Step 1 – Access the flow builder

1. Navigate to the left-hand menu
2. Select the Builder section and ensure you are on the New build tab
3. Click Flow to open the builder interface
4. Alternatively, navigate to the Templates section, select Flows, and click Add new flow template

Step 2 – Choose a flow type

1. Select Assessment if you want all questions to display to the user on a single page
2. Select Script if you want questions to display one at a time
   • Note: Scripts are recommended when you need to use complex branching logic or automated answer actions
3. Click Start build to proceed

Step 3 – Configure flow settings and questions

1. Provide a clear, descriptive name for your flow template
2. Click Add in the upper right-hand corner to create a new question
3. Enter a Data ID for the question
   • We recommend using an acronym of your flow name followed by a number (e.g., MNA01)
   • Data IDs must consist of capital letters followed by numbers
4. Enter the Question Title and the full Question text
5. Select an Answer type from the dropdown menu (e.g., True/False, Choose one, Choose many, Number, Text, Date, or Read only)
   1. Choose one and Choose many options can be re-ordered from within the Data Management > Questions tab using the the grab bars (2 stacks of three vertical dots) to the left of each item
6. Click Create question to add it to your library

Step 4 – Build the flow logic on the canvas

1. Drag your created questions from the sidebar onto the canvas field
2. Connect the questions together by drawing lines from one question to the next in the desired order
3. Enable the Multi output option for branching logic
   • This is available for True/False and Choose one answer types
   • This option provides a separate connection point for each answer, allowing you to route members to different follow-up questions based on their specific selection
   • Note: Multi-output is not available for Choose many (multi-select) questions

Step 5 – Add answer actions

1. Locate the green boxes to the right of each question on the canvas
2. Click a green box to open the Answer actions menu
3. Select an action to trigger automatically when a member provides that specific answer
   • Available actions include creating or completing goals, scheduling follow-up activities, updating member information, or starting a care pathway
4. Select the specific template or goal to associate with the action (e.g., a billing consent template)
5. Click Add to finalize the action

Step 6 – Save your changes

1. Review your flow connections and logic on the canvas for accuracy
2. Click Save changes in the upper right-hand corner
3. Once saved, this flow will be available to add to an Activity at a later time