Interface Overview

The Workflow Builder V2 provides a visual canvas for designing and managing automated workflows. This guide covers the main interface components and how to navigate them effectively.

Canvas Area

The canvas is the central workspace where you build your workflow. It uses a node-based visual editor with drag-and-drop capabilities.

Key features:

Drag and drop nodes to reposition them
Zoom in/out using scroll wheel or pinch gestures
Pan the canvas by clicking and dragging on empty space (when in pan mode)
Select multiple nodes by holding Shift and clicking, or by drawing a selection box
Nodes display their type, name, and a brief status indicator

The canvas automatically validates connections between nodes, preventing invalid configurations such as circular dependencies or incompatible handle types.

The vertical toolbar on the left side of the canvas provides quick access to navigation and layout controls.

Tool	Description
Selection Mode	Click and drag to select nodes. Default mode for editing.
Pan Mode	Click and drag to move around the canvas without selecting nodes.
Zoom In	Increase canvas magnification.
Zoom Out	Decrease canvas magnification.
Fit View	Automatically zoom and pan to show all nodes.
Auto-layout	Automatically arrange nodes in a readable left-to-right flow.
Minimap Toggle	Show or hide the minimap in the bottom corner.

Use the minimap when working with large workflows to quickly navigate to different sections. Click anywhere on the minimap to jump to that area of the canvas.

The top toolbar contains workflow-level controls and actions.

Workflow Identity

Workflow Name: Displays the current workflow name. Click to edit.
Status Badge: Shows whether the workflow is Draft, Published, or has unsaved changes.
Version Dropdown: Switch between different versions of the workflow. The current version is highlighted.

Actions

Save: Save the current workflow state as a draft. Keyboard shortcut: Cmd+S (Mac) or Ctrl+S (Windows).
Publish: Deploy the workflow to production. Opens a confirmation dialog with version notes.
Execute/Test: Run the workflow with test input data. Results appear in the Properties Panel.

Publishing a workflow makes it immediately available for execution. Always test your workflow thoroughly before publishing to production.

Properties Panel (Right Side)

The Properties Panel appears when you select a node on the canvas. It provides detailed configuration options organized into tabs.

Configure Tab

The primary configuration interface for the selected task. Each task type has different options:

Task Name: A descriptive name for this specific instance
Task-specific settings: Varies based on task type (data source selection, rule configuration, output mappings, etc.)
Required fields: Marked with an asterisk (*) and must be completed before saving

Preview Tab

Shows the output from the last execution of this task:

Output Data: The JSON output produced by the task
Execution Time: How long the task took to complete
Status: Success, failure, or skipped

This tab is useful for debugging and understanding the data flowing through your workflow.

Logs Tab

Displays execution logs and test results for the selected task:

Execution History: List of recent executions with timestamps
Log Messages: Detailed logs including errors, warnings, and info messages
Stack Traces: Full error details when tasks fail

Advanced Tab

Contains advanced configuration options:

Input Mappings: Define how data from previous tasks maps to this task's inputs
Variable Resolution: Configure how variables are resolved at runtime
Retry Settings: Configure automatic retry behavior for failed tasks
Timeout Settings: Set maximum execution time for the task

Input mappings use JSONPath expressions to reference data from previous tasks. For example, $.tasks.fetch_borrower.output.name references the name field from a task called "fetch_borrower".

Elements Panel (Bottom)

The Elements Panel slides up from the bottom of the screen to manage workflow-wide elements. Access it by clicking the panel toggle or pressing the designated keyboard shortcut.

Available Sections

Section	Purpose
Variables	Define workflow-level variables that can be accessed by any task
Rules	Manage business rules used by conditional tasks
Scorecards	Configure scoring models for credit decisions
Mapping Tables	Set up lookup tables for data transformation

Each section provides a list view with search, create, edit, and delete capabilities.

Add new tasks to your workflow through the Components Menu.

How to access:

Click the + button in the toolbar
Right-click on empty canvas space
Use keyboard shortcut Cmd+K (Mac) or Ctrl+K (Windows)

Task Categories

Tasks are organized into logical categories:

Control Flow: Conditional branches, loops, parallel execution, wait states
Actions: API calls, data mutations, notifications, document generation
Operations: Data transformations, calculations, aggregations
Utilities: Comments, debugging tools, variable setters

Click a task to add it at the default position, or drag it directly onto the canvas to place it precisely.

Use the search bar at the top of the Components Menu to quickly find tasks by name. The menu remembers your recently used tasks for quick access.

Keyboard Shortcuts

Master these shortcuts to work more efficiently:

Shortcut	Action
`Cmd/Ctrl + S`	Save workflow
`Cmd/Ctrl + Z`	Undo last action
`Cmd/Ctrl + Shift + Z`	Redo last action
`Delete` or `Backspace`	Remove selected node(s)
`Escape`	Deselect all / Close panel
`Cmd/Ctrl + K`	Open Components Menu
`Cmd/Ctrl + D`	Duplicate selected node(s)
`Cmd/Ctrl + A`	Select all nodes

Keyboard shortcuts are displayed in tooltips when hovering over toolbar buttons. You can also access a full shortcut reference from the Help menu.

Next Steps

Now that you understand the interface, learn how to build your first workflow.

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