Step 3: Edit a Flow — PlanX Digital Planning Walkthrough

Open a planning flow and explore the drag-and-drop node editor

Step 3 of 5 • 5 minutes

Step 3 5 minutes

Edit a Flow

Open a planning flow in the editor, explore the drag-and-drop node interface, and make a change.

Expected outcome

• ✓ Flow editor shows the node graph with connected question nodes
• ✓ You can click on a node to see its configuration
• ✓ You can drag nodes to rearrange the flow

Open the flow editor

1. Open a flow

   From the team dashboard, click on the Householder planning application flow (or whichever flow you'd like to explore). This opens the flow editor.

2. Understand the node graph

   The editor displays the flow as a graph of connected nodes. Each node represents a step in the applicant's journey:

   Node type	What it does
   Question	Asks the applicant a question with multiple choice answers
   Notice	Displays information to the applicant without requiring input
   Checklist	Lets the applicant select multiple options from a list
   Text input	Collects free text from the applicant
   File upload	Collects documents such as plans or supporting evidence
   Calculate	Runs logic to determine the next step based on answers

3. Click on a node

   Click on any node in the graph to see its configuration panel on the right. You'll see:

   • Title — the question or notice text shown to applicants
   • Description — help text or guidance for the applicant
   • Data field — the planning data field this question maps to
   • Options — for question nodes, the available answers and where each leads
4. Try editing a node

   Click on a question node and try changing its title text or description. Changes save automatically. This is how service designers maintain flows — updating question wording, adding guidance, or adjusting routing logic.

5. Explore the node connections

   Follow the lines connecting nodes to see how different answers route applicants through different paths. For example, a question about property type might send householders down one path and commercial applicants down another.

This is the core of PlanX: Service designers use this visual editor to build planning application flows without writing code. Each node maps to planning data standards, so the collected information is structured and machine-readable. This means applications can be automatically validated and routed to the right back-office system.

Need help?

If you're stuck, check the troubleshooting section or contact us.

Press Escape to close