Create and edit workflows

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To build a workflow, you create one, define a trigger, and add tasks. For detailed configuration of the control flow make use of task conditions.

Create a Workflow

1. On the Workflows overview page, select New workflow.

   A new workflow is displayed in the editor.

2. Select the default title ("Untitled Workflow") to edit the title.

3. In the Choose trigger section, select a trigger type from any of the categories (Event, Schedule, or On demand) and configure it.

4. To add the first task select on the trigger node.

5. In the Choose action section, select the action type of the task you want to add.

6. The task detail panel on the right shows the task inputs according to your action selection.

7. Save it and any automatic trigger type (events and schedules) will take immediate effect.

Workflow Editor

If you create a new workflow or open an existing one, the editor presents the new workflow. The workflow editor consist of three sections.

Title section

The title section shows you the title of your workflow and offers some interactions with the workflow.

• The name of the workflow. If you have unsaved changes, a Modified badge will show next to it.
• To the right of the workflow name are interactions you can have with the workflow, such as:
  • Save the workflow
  • Run the workflow
  • Quick access to most recent Executions, or open the execution history of the workflow
  • Workflow Settings to see the associated actor of the workflow. The actor is the user context the workflow tasks will be run with.
  • Private/Public toggle. By default a workflow is only visible to the creator ie. the owner. If its made public any user with the permissions will have access to it.
  • Delete the workflow

Workflow editor pane

The workflow editor pane (the main area under the title) displays a graphical representation of the workflow. It always contains a trigger node that provides access to the trigger configuration. The tasks and their connections (transitions) give you an idea about the control flow.

• To move the workflow, select and drag the background.

Details pane

The details pane on the right provides access to detailed settings and properties of the current selection in the workflow editor.

• To access the trigger configuration, select the trigger node.
• To access the details (such as Input, Conditions, and Options) for a task, select the task.

Trigger

The trigger defines what makes a workflow run. A trigger can be a schedule, event, manual interaction, or API request.

Tasks

Tasks define the inputs for an action, have options to loop, retry or timeout action processing, and define the conditions that make them run. The conditions are either related to states of predecessors or custom expressions.

Add a task

To add a task

1. Open the workflow for editing.
2. Hover over the trigger node or any existing task in the graph and select .
3. Choose the action type for the task to add it to the workflow.
4. (optional) To edit the task name, select its name. The task name can be used to access results that the task returns, from subsequent tasks in the workflow. The task name has to be unique within an workflow.
5. Fill in the input form of the task to configure its behavior.
6. Save the workflow.

• To change a task's action type (and discard your configuration for the task), select Change action in the upper right of the task details. There will be a warning in the web UI that any input configuration you have made for the task will be discarded.
• To change the layout of the graph, drag your tasks to new positions. Please mind that the logical flow is still determined by the task state conditions! Rearranging the tasks alone, does not change the logical flow.

Disable or enable a task

While developing or testing a workflow, you often run a workflow over and over again. In such cases, it's often helpful to temporarily disable some tasks in the workflow.

If a task is disabled, it finishes as skipped. In the case of default condition configuration (success and skipped), your workflow will behave the same as if the task runs successfully. The only differene is that the skipped task, won't produce any result. Disabled tasks will render in the editor and monitor in a different style to indicate their state.

To disable a task, open the workflow for editing and do one of the following:

• Hover over the task you want to disable, open the menu in the upper-right corner of the task node, and select Disable task
• Select the task you want to disable, open the menu in the upper-right corner of the task details pane, and select Disable task

Remember to Save your workflow to make the change effect the next execution.

To enable a disabled task, open the workflow for editing and do one of the following:

• Hover over the task you want to enable, open the menu in the upper-right corner of the task node, and select Enable task
• Select the task you want to enable, open the menu in the upper-right corner of the task details pane, and select Enable task

Remove a task

To delete a task from your workflow, open the workflow for editing and do one of the following:

• Hover over the task you want to delete, open the menu in the upper-right corner of the task node, and select Delete task
• Select the task you want to delete, open the menu in the upper-right corner of the task details pane, and select Delete task
• Select the task you want to delete and press the Delete key

Remember to Save your workflow.