Troubleshoot Smart Flows
Resolve publication, delivery, and client progress problems.
Start with the template status, recipient run, and current step. These identify whether the problem is in the reusable setup or one client's journey.
| Problem | What to check |
|---|---|
| Start flow is disabled | Publish at least one template and confirm your access. |
| Publish is blocked | Complete required step settings and repair missing or incompatible linked assets. |
| Client cannot open the link | Confirm the correct run link, expiration, and run status. |
| Invitation did not arrive | Check the contact address, invitation setting, and email delivery error. |
| Next step stays unavailable | Check whether the step is held for a Workflow release. |
| Form, booking, or payment did not advance | Review the linked record and required completion event. Opening a page is not completion. |
| Upload step will not finish | Check required file requests, type/size limits, maximum count, and destination folder. |
| Template edits are absent from a run | Existing runs use the definition captured when they started. |
| Send test rejects the recipient | Use a workspace member with access to the builder, and save current edits first. |
Held steps
For Hold until released by workflow, inspect the matching Workflow run. Confirm that Make next Flow step available received the correct flow run and waiting step. Changing the template alone does not release an existing waiting run.
Avoid duplicate work
Find the existing run before starting another. Cancelling or deleting a flow does not undo business records already created, signed, booked, or paid. Handle those records in their own modules.
For support, include the template name, run ID, step title, status, time of the problem, and exact error. Do not post a client's private run link in a public channel.