Create and Build a Workflow

Create a workflow, select its form, and connect modules on the canvas.

Create a Workflow

1. Select Workflows from the left sidebar.

2. Open the folder where you want to create the workflow.

3. Select Create workflow.

4. Enter a workflow name and an optional description.

5. Select Create.

The workflow opens in the editor with an initial draft version.

Create and Select a Form

The Form module is the required first module. The selected form defines the fields available to later modules and to callers using the workflow API.

Before configuring the workflow:

1. Open Extensions and create or select a form.

2. Add and arrange the required fields.

3. Configure the form fields and appearance.

4. Publish the form.

Then return to the workflow:

1. Select the Form module.

2. Select the published form.

3. Save the workflow.

For the sales contract example, the selected form could contain:

• Client Name

• Email

• Package

Manage form fields and appearance from Extensions. After changing the form, publish it before publishing the workflow.

Add and Connect Modules

1. Add a module from the module panel to the canvas.

2. Select the module and complete its configuration.

3. Connect the previous module's output to the new module's input.

4. Continue until every workflow path ends with a delivery module.

5. Select Save workflow.

Connections control execution order. A module can use data or files only from modules that run before it on the same path.

Disconnected modules and incomplete paths can be saved as a draft, but they prevent the workflow version from being published.

Save While You Build

Saving stores the current draft, including the canvas, form, module settings, and connections. The editor displays Findings when a module is incomplete or a connection is invalid.

Select a finding to locate the affected module, correct its configuration, and save again.