In some situations, it may be necessary to add additional flows to a case after it has been created. You can do this in multiple ways. Please note that not all users have the required permissions for this action. If you do not have access, please contact support.
How to Add a New Flow to an Existing Case
Navigate to Uniify → Cases.
Go to the case where you want to send a new flow from.
Find the Main entity (the flow that has already been sent) on the right-hand side of the screen.
There are two ways to send a new flow, depending on the situation.
Option 1: Attach a Flow to the Primary Entity
Use this option if additional data needs to be collected from the existing customer (whether a business or an individual). The information will still be stored under the same entity.
Example: The customer needs to upload or sign a document, and a flow must be sent for this purpose.
Click on the three dots (⋮) next to the name of the primary entity.
The name and email (if provided initially) will be pre-filled and cannot be changed.
Select the flow to be sent.
Click Send invitation.
A new flow will now be created under Main entity.
Option 2: Attach a Flow to Another Entity
Use this option if information needs to be collected from another entity linked to the primary entity (e.g., a cohabitant or a beneficial owner of a business).
Click (+) next to Main entity.
Fill in the name, email, and select the flow to be sent.
Click Send invitation.
A separate entity will now be created under Other entities.