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The Designer Viewport

The Viewport is the central workspace of the Workflow Designer. It is an infinite canvas where you visually construct and organize your automation logic using flowchart symbols, connections, and groups.

Viewport Placeholder

Mastering navigation is key to managing large, complex workflows:

  • Panning (Moving the View):
    • Mouse: Click and hold the Middle Mouse Button (Scroll wheel) or hold Spacebar + Left Click and drag.
    • Touch: Use a two-finger drag.
  • Zooming In/Out:
    • Mouse: Use the Scroll Wheel. The zoom centers on your cursor position.
    • Touch: Use the Pinch-to-Zoom gesture.

Workspace Elements​

Actions​

Every step in your automation is an Action.

  • Symbols: Different actions have unique icons (e.g., a mouse for Click, a diamond for Branch).
  • Placement: Drag actions from the left sidebar and drop them onto the canvas.
  • Editing: Double-click an action to open the Property Editing Dialog.

Connections (Arrows)​

Arrows define the flow of execution from one action to the next.

  • Creating Connections: Hover over an action to see its connection ports (small circles). Click and drag from a port to the target action.
  • Connection Types:
    • Standard (Success): The default path followed when an action succeeds.
    • On Error: A special path followed if an action fails. You can define this by setting up a Go To Exception rule in the Action Properties Dialog.

Groups​

Groups allow you to wrap multiple actions in a labeled container.

  • Creation: Select multiple actions, right-click, and choose Group Actions.
  • Organization: Use groups to document high-level steps (e.g., "Login Phase", "Data Processing").

Selection & Manipulation​

  • Single Selection: Click on an action or group.
  • Multi-Selection: Hold Ctrl and click, or drag on the empty canvas to "lasso" multiple items.
  • Moving: Drag any selected item; all other selected items will move in unison.
  • Right-Click Menu: Access common operations like Copy, Cut, Paste, Delete, and Toggle Breakpoint.