Basic Settings & Toolbar of Workflow

To help you design a workflow with speed and ease, this article describes some basic settings during the workflow design process, such as adding, copying, and connecting nodes. In addition, you will also learn how to use tools in the toolbar.

What Settings are Available for Configuring a Workflow?

Adding Node(s)

For some complex workflows, the initial workflow may not meet your needs. Then you can add or modify nodes manually through the following two ways.

1. Drag nodes from the toolbar to the design space and move them to any position.

2. Add nodes through connections or by clicking  around the node.

Deleting Node(s)

1. Delete one node.

Select the node to be deleted, click , and click Delete Node.

2. Batch delete nodes.

Select the nodes to be deleted and click  in the upper left corner of the toolbar.

Note:

You can also press the Enter key on your keyboard to delete them after selecting them

Cloning Node(s)

If you want to add a node, whose properties are the same as or similar to those of an existing node, clone the node and modify it to finish the node configuration quickly.

Note:

The name and properties of the node will also be cloned.

Connecting Nodes

A node connection is the arrow line between two workflow nodes. It determines which direction a workflow flows to and how nodes are related to each other.

1. Add node connections.

There are hollow circles around each node. You can drag and drop connections from these circles. If you need to modify the relationship between two nodes, drag the connection from one node to the hollow circle of the other.

Note：

When configuring the workflow, it is recommended to use the workflow returning feature instead of the upward connections, so as to avoid failed workflow submission caused by loops. For details, see Problems of Failed Workflow Submission.

2. Add notes for connection lines.

When setting workflows, if you need to add notes for users to better understand workflow design principles and flow rules, double-click the connection line:

Note:

You can change lines by pressing the Enter key. The number of characters in notes are at most 100.

What features are Included in the Toolbar?

The toolbar includes Undo/Redo, Task Node, CC Node, Child Workflow, Align, Layout, Zoom in/out, Navigator, the delete button, Hotkeys, Summary View/Detailed View, and so on.

Undo&Redo

Node Type(s)

There are four kinds of workflow nodes that can be added currently:

You can add nodes according to your need when designing a workflow.

Align

There are six ways to align nodes:

Select nodes that need to be aligned (at least two nodes) and click Align in the toolbar to set alignment.

Layout

There are two types of layouts:

Select three or more nodes, click Layout in the toolbar, and select Horizontal or Vertical to make nodes be equidistant in horizontal or vertical directions.

Note:

Making nodes horizontally or vertically equidistant means the spacing between nodes is equal in a horizontal or vertical direction. This is different from horizontal or vertical alignment. To arrange nodes properly, you can drag nodes to maintain horizontal or vertical alignment and then click Horizontal or Vertical in Layout.

Zoom in/out

Zoom in/out changes the display scale and size of the panel of designing workflows. It supports scaling to 50%, 75%, 100%, 125%, 150%, and 200%. You can also select Fit to show all nodes and connections in the panel.

Navigator

Navigator is used to display the position and details of the workflow. You can drag the display box to move the view.

Hotkeys

You can design a workflow quickly through hotkeys:

View

You can switch between views:

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