Workflow Builder
The Workflow Builder is a visual canvas for your rule logic. Starting from a root rule set, it renders rules, conditions, actions, and the rule sets they branch to as connected nodes, so you can see the whole flow at a glance and edit any piece in place.
Picking a root
A workflow is graphed from a single root rule set. When you open the builder you pick the root — or create a fresh rule set to start from — and the canvas expands from there, following every rule, action, and branch it can reach.
The canvas
The builder lays out your authoring artifacts as a graph of nodes joined by edges. You can pan by dragging and zoom with the wheel or the zoom buttons, reset the view to fit the whole workflow, and switch between parent-aligned and top-aligned layouts. Edges show how the pieces connect — a rule set to its rules, a rule to its condition and actions, and an action that branches to another rule set — so a chain of automations reads as a single diagram. Recursive references (a rule set that leads back to itself) are drawn as looped-back edges.
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 a rule runs. See Actions Overview. |
Branching between rule sets
Actions that hand control to another rule set become branch edges on the canvas. A Rule action, an Extension action, and a Human Intervention action can each continue into a follow-on rule set, and the builder draws that link so you can read multi-rule-set automations end to end. You can also create a new branch straight from an action node.
An Array Loop action shows its nested actions inline, so the work repeated for each item is visible in the same graph.
Editing a node
Select a node to work on it, or double-click to open its editor. The builder reuses the same editors you use elsewhere, opened as focused dialogs:
- 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 their inputs and outputs. See Data Types & Values.
Each node also carries quick actions — edit, delete (with confirmation), add a rule to a rule set, create a branch from an action, or focus the view on it.
Drafts and saving
Everything you change in the builder is held in an in-memory draft until you save. You can add rules, rewire conditions, edit actions, and even create nested rule sets and action sets without touching the stored definition, then commit the whole set of changes at once. Because the draft is a working copy, you can explore freely and back out before saving.
Two views, one model The Workflow Builder and the list-based editors operate on the same underlying rule sets. Use the canvas to understand the shape of the overall flow, and the focused editors when you need to fine-tune a single clause, action, or value.