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Creating & Editing Workflows

Creating a New Workflow​

  1. Open the Workflows section.
  2. Click New Workflow.
  3. Provide a clear name (you can rename later).
  4. Confirm to enter the workflow editor.

Duplicating an Existing Workflow​

  • Locate a public or your own workflow.
  • Choose Duplicate. A copy appears in your list with "(Copy)" or similar suffix—rename it.

Adding Workers​

  • Use Add Worker and select a worker type (Trigger, Action, Condition, Widget, etc.).
  • The worker card appears in sequence. Drag to reorder if needed.

Editing Worker Parameters​

  • Click the worker to open its parameter window.
  • Required fields show clear labels; tooltips provide format guidance.
  • Save/Apply updates; unsaved changes are indicated visually (varies by theme).

Reordering & Organizing​

  • Drag worker handles to change execution order.
  • Group related logic logically (e.g., all data fetches early, transformations next, outputs last).

Renaming a Workflow​

  • Click the workflow title (or use the context menu Rename option) and confirm.

Deleting a Workflow​

  • Use Delete in the workflow options menu.
  • Confirm the dialog. Deletion removes access for others unless they previously duplicated it.

Best Practices​

  • Keep names descriptive: "Fetch Market Prices" instead of "Data Step".
  • Add comments/notes if available (future feature) or use consistent naming conventions.
  • Test incrementally—run after each major edit.

Next: Starting / Running Workflows.