Workflow Editor

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Editor Layout

The workflow editor is a full-screen, visual canvas where you build your workflow by adding and connecting nodes. It consists of three main areas:

1. Header bar — Displays the workflow name, status badge, and action buttons (Settings, Save, Publish, Use).
2. Canvas — The main interactive area where nodes are displayed as a flow diagram. You can pan, zoom, and drag nodes around.
3. Bottom toolbar — A menu bar at the bottom of the canvas with tools for adding nodes, zooming, undo/redo, and more.

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Header Actions

The editor header provides quick access to key workflow operations:

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Bottom Toolbar

The bottom toolbar is organized into sections:

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Adding Nodes

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Canvas Navigation

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History

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View Modes

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Working with Nodes

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Adding Nodes

There are several ways to add nodes:

1. Toolbar — Use the bottom toolbar buttons to add channels, data nodes, or outputs.
2. Context menu — Right-click on the canvas or on an existing node for contextual actions.
3. Drag and drop — Drag node types from the picker drawers onto the canvas.

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Connecting Nodes

Nodes have connection handles (small circles on their edges). To connect two nodes:

1. Click and drag from a handle on one node.
2. Drop on the handle of another node.
3. An edge (arrow) appears connecting them.

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Configuring Nodes

Click on any node to open its configuration drawer on the right side of the canvas. The configuration options vary depending on the node type — see the dedicated pages for channels, data nodes, logic nodes, and output nodes.

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Context Menu Actions

Right-click on a node to access:

• Edit — Open the configuration drawer.
• Duplicate — Create a copy of the node.
• Delete — Remove the node and its connections.
• Add documentation — Attach a documentation note to the node.
• Create branches — Add a logic node downstream.
• Use data — Add a data node downstream.
• Add content — Add an output node downstream.

Right-click on an edge to:

• Delete — Remove the connection between two nodes.
• Qualify branch — Assign a branch category to this path.

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Publishing a Workflow

Before a workflow can serve content, it must be published: