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Workflow IDE

The Workflow IDE is the interface you use to build workflows. It is made up of four primary areas:

  • Canvas - Arrange activities and build your workflow.
  • Left panel - Add activities and functions, configure triggers, and configure code libraries.
  • Status bar - Debug workflow runs.
  • Toolbar - Rename, run, and deploy a workflow.

Canvas​

The canvas is the main area of the IDE and is where you build workflows. You add activities to the canvas that perform specific actions. You can move activities around using drag-and-drop to position them anywhere on the canvas.

The canvas has no size constraints and you can add as many activities as you need. There are a number of controls to navigate the workflow:

Zoom​

You can zoom in and out of the canvas to show more content in the visible area. There are multiple ways to adjust the zoom:

  • Use the Zoom controls in the lower-right of the canvas.
  • Command + Mouse scroll.
  • Pinch-to-zoom with a trackpad.

You can quickly return the zoom level to 100% by double-clicking on any area of the canvas or clicking on the zoom level.

Fit to screen​

Click Fit view to automatically adjust the zoom level to view the entirety of the canvas.

View controls​

Use the Graph view and Tree view controls at the top-center of the canvas to switch between the standard or vertical view of the workflow.

Left panel​

The left panel contains a set of tabs to configure functionality of a workflow.

Toolbar​

The toolbar at the top of the IDE contains controls to rename, run, and deploy a workflow.

Use the Test and Deploy buttons to run a workflow or deploy it to run automatically.