The builder is one canvas with an inspector down the right-hand side and a toolbar across the top. Nothing you do reaches the server until you press Save, so you can rearrange, delete, and reconnect freely while you think.
Outcome
You can open any workflow, read what the canvas is telling you, and change it without guessing which actions are permanent.
Before you start
The builder needs a desktop or laptop browser. On a phone, opening a workflow shows a read-only diagram of the graph instead.
The canvas
A brand-new workflow opens on the trigger wizard, because a workflow with nothing to start it can never run. See Choose a trigger.
After that you are looking at nodes and arrows. A node is one step's card. An arrow means the step it points at waits for the step it comes from.
Positions do not matter. Only the connections are saved. Hodoflow runs its own layout every time you open a workflow, so a canvas you tidied yesterday will be re-laid-out today, and moving a node never counts as a change. Auto Layout in the toolbar re-runs the layout on demand.
The inspector
Click a step to open it. Three things sit at the top of every step's inspector:
| Field | What it is for |
|---|---|
| Name | The label on the card. Change it freely. |
| API Name | The identifier formulas and templates use to reach this step's output. |
| Configuration / Policy tabs | Everything else — the step's own settings, and its retry behaviour. |
API Name is worth setting early. Downstream steps refer to this one by that name, so changing it later means revisiting whatever already points at it. See Use fields from an earlier step.
Select more than one step — drag a box around them, or shift-click — and the panel switches to Duplicate, Copy, and Delete for the whole selection.
The toolbar
| Indicator | Meaning |
|---|---|
| Unsaved changes | Something has changed that is not written yet. |
| Draft changes | Same, on a workflow version that has already been published. Saving will fork a new version. |
| invalid nodes count | How many steps are incomplete or unreachable. Zero is required to activate. |
v1, v2, … |
Which version of this workflow you have open. |
Monitor in the toolbar opens the run history pre-filtered to this workflow. Edit details changes the name and description without touching the graph.
Undo and redo
Undo and redo cover structural changes — adding, deleting, connecting, and configuring. They deliberately ignore node positions and selection, so undo never reshuffles your canvas as a side effect of undoing a real edit.
Common problems
My layout keeps changing. That is expected. Positions are not saved; the graph is laid out from its connections every time it loads.
The step palette will not open. Click the + beneath a selected step, or
the + under the Start here — add the first step card on an empty canvas.
Cmd/Ctrl + K opens it too, as long as focus is on the canvas rather than
inside an inspector field.
I cannot edit on my phone. The builder is desktop only. The mobile view is a read-only diagram.