The builder is a canvas with a toolbar above it and a palette of nodes to drag on.
The toolbar
- Workflow — pick an existing workflow, or start a new one.
- New / Refresh / Save — create, reload from saved, and save your changes.
- Run… — run the workflow now against a record you choose. This is how you test.
- Zoom — in, out and reset, for when a diagram outgrows the screen.
Building it
- Name the workflow and choose the datastore it acts on.
- Set what starts it.
- Drag nodes onto the canvas and join them up.
- Click each node to configure it.
- Save.
Always build in draft
A workflow set to draft or disabled does not run by itself. Build it in draft, test with Run… against a test record, check the step history, and only set it active once it does what you expect.
An event-triggered workflow set active too early starts running against real records the moment somebody saves one. There is no undo for that.
Layout is saved
Where you place the nodes is saved with the workflow. It is worth arranging sensibly — you will be reading it again in six months.