Add Step Pane v2

The Add step pane in the designer's right-side action panel creates or resets a Step from the current Node, Method, Connection, and Template definitions.

Open Add step

Click a + zone on the Canvas to add at that location. In Code view, open Add Step to insert generated YAML at the editor cursor. Use Change / Reset Step on an existing card to reopen the same flow with its current choices marked.

Selection flow

The breadcrumb shows the current stage:

  1. Node — choose the operation family.
  2. Method — choose the exact callable Method.
  3. Connection — choose a compatible Connection when the Method requires one.
  4. Template — choose required or optional configured structure, including Sub-Workflow targets.

The Step is added when the final required selection is made. Some Methods need fewer stages.

Search and navigation

The first-stage search matches Node and Method terms and groups matching Methods under their Node. Later stages filter the current Methods, Connections, or Templates.

Use Up/Down to move through results and Enter to choose the highlighted row while focus remains in search. Breadcrumbs return to an earlier stage. Show more loads additional Nodes, Connections, or Templates.

Rows can show Node version, Method description, Connection identity, Template description, disabled reason, and Currently configured when resetting a Step.

Connections

The Connection list is filtered for the selected Node and Workflow Cluster. An incompatible Connection is shown disabled and explains a missing or mismatched Cluster.

New Connection opens a Connection page in a new tab with the Node and Workflow Cluster carried in. Edit opens an existing Connection in a new tab.

Templates and Sub-Workflows

A Template supplies an exact configured Property shape. For most Nodes, templates configure the Node so that it can be immediately used by applying the appropriate Parameter and Return schemas.

You can add, edit and remove Properties from the design of the Node by clicking ... → Edit Properties.

When a new Node version is available, you can upgrade it from ... → Update....

For the Sub-Workflow Node, templates are published Workflows and the edit action opens the child Workflow in a new tab. When the Workflow Parameters and Returns on the child Workflow change, use ... → Refresh Properties to update its shape.

When you reset an existing Step, the new Node, Method, or Template can propose additions, replacements, and removals. Review the schema-change decisions before confirming. Cancel the change if the proposed contract is not appropriate.

Paste

When the clipboard contains compatible Workflow Steps, the view shows Paste. Browser clipboard support and permission are required. Pasted Step names and references are reconciled with the target Workflow; inspect the inserted mappings and Problems afterward.

Tab navigation

A new or filtered result list starts with no highlighted row. Press Tab once to highlight the first selectable result, then press Tab again or Enter to choose it. Enter does not select a result until one is highlighted.

Up/Down wrap through selectable rows and skip disabled choices. Selection advances to the next stage with focus in search. Shift+Tab moves focus back out of search normally; when no selectable results exist, Tab also moves focus normally.

See also

See Step Card, Connection Details Screen, and Refresh Sub-Workflow Properties.