Workflow Design Basics

Design Canvas

All objects in the Workflow are added to the design canvas. You can move around the Design Canvas by dragging it. You can zoom in or out using the mouse scroll wheel or by clicking the magnifier icons on the right-hand side.

Nodes

Nodes are the building blocks of a Workflow. Build an integration by adding a series of Nodes and connecting them together with Flow Connectors

  • To add a Node to the Design Canvas, click +.
  • For context options like help and Node Samples, click v on the Node Header.
  • To move a Node, drag it by the Node Header.
  • To add a descriptive name to a Node, click the Node Header to focus the Node, then click again to edit its descriptive name.
  • To toggle selection of a Node, click the Node icon or drag a rectangle around the desired selection of Nodes while holding CTRL (Windows) or (Mac).
  • To delete a Node, click v on the Node Header then choose Delete or select the Node and click the trash icon above the Workflow Canvas
  • Use the Copy, Cut and Paste buttons above the Workflow Canvas to work with selections of Nodes.

Flow Connectors

There are two kinds of Flow Connectors - Execution Flow Connectors and Data Flow Connectors.

Execution Flow Connectors govern the sequence of execution of Nodes and usually connect between Node Headers. Some Nodes have multiple Execution Outputs - for example, Start or Choose.

Data Flow Connectors control how data moves between Nodes. They connect from the output Property of a Node to the input Property of another Node.

  • To add a Flow Connector, drag from an Execution Output or Node Property Output (circle on the right-hand side of a Node) to an Execution Input or Node Property Input (circle on the left-hand side of a Node).
  • To change a Flow Connector, drag anywhere along the length of the Flow Connector in order to connect it to a different target.
  • To delete a Flow Connector, drag it anywhere along the length of the Flow Connector and release the drag without connecting it to a new target.

Learning to use Flowgear

Complete our Certification course for a full introduction to our platform including our Connectors, building Workflows and Lifecycle features.