Workflow builder
The canvas where workflows are designed, published and watched: header, palette, inspector, panels and run view
Open any workflow from Operations > Workflows and you land in the builder. Everything about a workflow happens here: designing the graph, configuring steps, publishing, enabling triggers, watching runs.
The header
From left to right:
Name and version badge
v3 · Published, v4 · Draft or v1 · Archived
Enabled / Disabled switch
The workflow's master switch. Off pauses every automatic trigger. Manual runs keep working so a paused workflow stays debuggable
Time limit
Maximum duration of a run, in seconds, minutes or hours. 0 means no limit. Runs that exceed it are stopped. Applies to runs already in flight
Run-as chip
The user whose permissions this version's runs use, with the tooltip "Runs as ...". An amber No run-as user badge means the version must be republished
Saving… / Saved
Autosave state. A red message means the last save failed. Click it to retry
Undo, Redo
Fifty steps of history. Edits made within under a second coalesce into one
Export
Downloads the workflow as a file you can import elsewhere. See Sharing
Discard draft
Deletes the draft and shows the published version again. Only when both exist
Publish
Runs the checks and publishes the draft. Only on drafts
Autosave and drafts
Every change is saved as you make it. There is no save button.
Editing a published version does not modify it. Your first change creates a new draft, the badge flips to Draft, and the published version keeps running untouched. Undo still walks back through the edits you made. Discard draft throws the draft away.
Versions panel
Workflow versions, in the top-left toggles, lists every version with its status, publication date, run-as user and run count. Click Restore as a new draft on an archived version to bring it back. This is blocked while a draft exists, so discard or publish that draft first.
The palette
The left rail, headed Add a step, lists what you can put on the canvas. Click an item to add it, or drag it where you want it. The search box filters by name.
Triggers
Manual
Someone clicks Execute
Webhook
An external system posts JSON to the trigger's URL
Schedule
A cron expression fires
On event
An object is created, updated or deleted in CISO Assistant
Steps
Condition
Picks exactly one branch based on variable values
Action
Does one thing: read, create, update, email, HTTP request, and so on
Loop
Runs its body once per item of a list, or once per object of a paged read
Stop run
Ends the whole run immediately
A workflow can hold one Manual trigger and any number of other triggers. All four trigger kinds and all step kinds are described in Triggers and Steps.
The canvas
Drag steps to arrange them. Drag from a step's output handle to another step's input handle to wire them. Hover a wire and click the × to delete it. Hover a step and click the red ✕ to delete it, or select it and press Delete. Deletions are immediate, and undoable.
Zoom with the mouse wheel or the controls in the bottom-left. The extra wand button there is Tidy up: it lays the whole graph out left to right. Tidy up is undoable.
Selected steps get a ring. Steps with a publish error get a red ring and a red ! badge whose tooltip is the error.
Panel toggles
Four buttons in the top-left of the canvas open a panel at the bottom:
Triggers
The state of every registered trigger: enabled or disabled, next run, last result, webhook URL. See Triggers
Runs
Every run of this workflow, live. See Runs
Variables
Declared variables and secrets. See Variables and secrets
Workflow versions
The version history
Execute
The Execute button in the top-right starts a run of the version you are viewing. The chevron next to it opens Run with variables, which lets you override variable values for that run only. If the workflow has several triggers and none is Manual, Execute asks you which trigger to start from.
When the workflow is disabled, an amber Paused badge sits next to Execute. Execute still works.
The inspector
Select a step and the right rail shows its settings. Its top row carries the step type, the trigger kind for triggers, and the step's ref in monospace. The ref is what other steps use to reference this one, as in {{nodes.past_their_eta.count}}. It is derived from the label and follows it when you rename the step. Every reference elsewhere in the workflow is rewritten at the same time.
The inspector's contents depend on the step type. Two blocks appear on most steps:
Save results to variables. Copies parts of the step's output into workflow variables once it has run. Each row is a variable and a path into the output, such as created_object_id, count or body.summary. This is how a value becomes available to a Condition step, which compares variables.
Available data. A browser of everything you can reference from this step: the current loop item, the variables, the output of every earlier step, the secrets. When a reference run is pinned, it shows the real values from that run. Click a value to insert its expression into the field you were editing. A Preview line renders the expression under your cursor with reference data. With no run yet, it reads "Run this workflow once to browse its real data here."
Selecting a wire shows a small panel with an optional label. Wires leaving a Condition step are configured on the Condition itself.
Publish
Publish saves, then checks the graph, then asks you to confirm the permissions the workflow will exercise in your name: "Once published, this workflow runs as you, using these permissions:" followed by the list. Confirm and the version becomes Published.
If a check fails, nothing is published. A panel titled The workflow cannot be published yet appears bottom-right with one line per problem. Click a line to jump to the step. Every message is listed in Publish checks.
Run view
Click Show on canvas on a run and the canvas paints that run over the graph: visited wires turn green and animate, visited steps get a green check, a failed step a red ring, a step that completed with per-item errors an amber !. Loop steps show how many iterations ran. Replay steps through the run at a readable pace. A chip at the top shows the run id. Click its × to exit run view.
Keyboard shortcuts
⌘Z, Ctrl+Z
Undo
⇧⌘Z, Ctrl+Shift+Z, Ctrl+Y
Redo
Delete, Backspace
Delete the selected steps or wires
Enter, Escape
Confirm or cancel the inline variable creator
C (on the list page)
New workflow
Undo and redo are suppressed while a text field has focus, so text editing keeps its own undo.
The list page
Operations > Workflows lists every workflow you can see, with its triggers, whether it is active, and its domain. Filter by domain, label, trigger type or activity. Right-click a row for Disable workflow or Enable workflow. The + button creates a workflow, the import button next to it imports an exported workflow file.
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