Workflow Builder
The Workflow Builder is a visual canvas for assembling rule logic. It renders your rule sets, rules, conditions, and actions as connected nodes so you can see the whole flow at a glance and edit any piece in place.
The canvas
The builder lays out your authoring artifacts as a graph of nodes joined by edges. You can pan and zoom around the canvas and re-center it to fit the whole workflow. Edges show how the pieces connect — a rule set to its rules, a rule to its condition and actions, and a rule's Run Rule Set action to the rule set it invokes — so chained automations read as a single diagram.
Node types
The canvas represents the same building blocks you author elsewhere:
| Node | Represents |
|---|---|
| Rule set | A runnable rule set and the entry point for its rules. |
| Rule | A rule pairing a condition with actions. |
| Condition | The boolean test attached to a rule. See Conditions. |
| Action / action set | The work that runs on a match. See Actions Overview. |
Building a workflow
You assemble a workflow by adding nodes and wiring them together directly on the canvas:
- Add a rule set, or open an existing one, as a starting node.
- Add rules to that rule set; each new rule appears connected to it.
- Attach a condition to a rule — either a new inline condition or a shared one chosen with the condition selector.
- Attach actions or action sets that run when the rule matches.
- Chain rule sets together with a Run Rule Set action to compose larger flows.
Editors and selectors
Selecting a node opens its editor, so the visual layout and the detailed forms stay in sync. The builder draws on the same editors you would use on their own:
- The rule editor for a rule's name, condition wiring, and action wiring.
- The condition editor and condition selector for clauses, groups, and reusing shared conditions.
- The action editors and action-set selector for choosing and configuring actions, including value inputs and outputs. See Data Types & Values.
Two views, one model The Workflow Builder and the list-based editors operate on the same underlying rule sets. Use the canvas to understand and shape the overall flow, and the focused editors when you need to fine-tune a single clause, action, or value.