Navigating the Editor

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Overview

The Workflow Editor is where you design, execute, and review workflows.
This guide explains how to navigate the editor layout, switch between execution contexts, move around the canvas, and inspect node-level execution data.

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Understanding the Editor Layout

The Workflow Editor consists of five primary areas:

1. Top Bar (Context & Execution Controls)
2. Left Sidebar (Runs History)
3. Canvas and Nodes
4. Bottom Execution Panel (Inputs & Outputs)

Each area supports a different part of the workflow lifecycle: design, execution, and inspection.

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Top Bar

The top bar determines what context you are working in and how the workflow is executed.

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Workflow Tab

The Workflow tab is the primary working view. Use this view to:

• Design and modify workflow structure
• Execute workflows
• Review execution state directly on the canvas
• Inspect node inputs and outputs

This is the default mode for workflow operations.

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Database Tab

The Database tab allows you to use workflow-generated data to build structured datasets for querying and analysis.

Note The Database view does not change workflow structure. It provides a way to organize and query data produced by workflows.

(Details about database modeling and querying are covered in the Database documentation.)

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Execute Button

In the top-right corner, use Execute to run or schedule the workflow. Depending on configuration, you can:

• Run the workflow immediately
• Schedule recurring execution

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Working with the Canvas

The canvas is a visual representation of your workflow graph. Here you can:

• Drag nodes to reposition them
• Connect node outputs to inputs
• Select individual or multiple nodes
• Organize branches for readability
• View execution status directly on nodes

Node state (success, failed, partial, etc.) is reflected visually after execution.

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Panning the Canvas

To move around the editor, you can use your mouse or trackpad. Using Mouse:

• Click and drag empty canvas space (left or middle click).
• Scroll the wheel to pan up and down. Hold Shift while scrolling to pan left and right.

Using Trackpad:

• Use two fingers to swipe and pan in any direction.
• Click and drag empty canvas space.

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Zooming In and Out

Use zoom controls to manage large or complex workflows. Using Mouse

• Hold CMD/CTRL and scroll to zoom in and out.

Using Trackpad

• Use pinch gestures

Using Canvas Controls On the canvas:

• + — Zoom in
• – — Zoom out
• Fit icon — Fit workflow to screen

Tip Use “Fit to screen” after reorganizing nodes to re-center the workflow.

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Adding and Deleting Nodes

To add a new step to your workflow: You can reposition nodes at any time by dragging them, and delete them by selecting and pressing Backspace (keyboard).

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Undo and Redo

You can undo or redo changes made on the canvas (for example, adding, deleting, or moving nodes).

• Keyboard: Cmd+Z (Mac) or Ctrl+Z (Windows/Linux) to undo; Cmd+Shift+Z (Mac) or Ctrl+Shift+Z (Windows/Linux) to redo.
• Canvas controls: In the bottom-left of the canvas, a vertical toolbar shows an undo and a redo icon. Use these to step backward or forward through your changes.

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Working with Multiple Nodes

• You can select multiple nodes with Shift+Click. While multiple nodes are selected, you can group them into one (and ungroup them later).
• You can also click on the “Section” CTA and add a modifiable section to organize and move nodes visually without breaking connections

Note Organizing your canvas improves debugging and long-term maintainability.

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Execution Visibility on the Canvas

After execution:

• Node states are visually updated.
• You can quickly identify running or failed steps.
• Selecting a node loads detailed execution data in the bottom panel.

This visual feedback enables faster troubleshooting without leaving the editor.

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Bottom Execution Panel and Inspecting Node Execution Data

The bottom execution panel displays detailed runtime information. It shows:

• Inputs
• Outputs
• Execution data per node
• Timeline or node list view (if available)

You can load data in two ways:

• Click a node on the canvas
• Select a node from the execution list

The panel updates automatically to display the selected node’s data.

Note The bottom panel reflects the currently selected run from the left sidebar.

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Left Sidebar: Runs History

The left sidebar displays a list of workflow runs. Each entry shows:

• Run status
• Run ID
• Who ran it
• Duration
• If it’s partial (the whole workflow was not executed), it will have a “Partial” flag
• How long ago it was executed
• Additional details

You can:

• Click a run to load it
• View run details
• Review partial or completed executions
• Collapse or expand the sidebar for more canvas space

Tip When debugging, select a previous run to compare inputs and outputs without modifying the current workflow.

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Switching Between Runs

To inspect a previous run: This allows you to analyze failures, compare outputs, and verify workflow behavior.

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