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Creating Workflows

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View the Tutorials section of the documentation for detailed walk-throughs on creating a variety of workflows.

To create a new workflow, select a workflow type by clicking on either the Passive, Active, or Convert tabs and click the + New workflow button.

The workflow type tabs and + New workflow button.

Once the workflow is created, you can edit its display name and provide an optional description.

The workflow name and description input fields.

Adding Nodes

To add new nodes, click on the + Add Node button and the + Add button of a listed node.

The node selection window.

In the workflow editor, click, hold and drag a node to rearrange its position. Once the nodes are arranged, click and hold on a node's output socket and drag the line to the next node's input socket to create connections.

The connection lines between nodes.

Editing Nodes

Click on a node to access its individual editor.

The editor for a On Intercept Request node.

INFO

A node's Alias is a unique identifier used to reference it within a workflow. Aliases can only contain the following characters:

  • Lowercase letters: a-z
  • Numbers: 0-9
  • Symbols: -, _

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You can test your workflow by clicking on the Run button.

Once you are done creating the workflow, click on the Save button. A message will appear notifying you that the operation was successful and the new workflow will be added to its associated type list.

Workflow creation toast message.

Workflows are enabled by default, to disable a workflow click on it's sliding radio button.

INFO

By default, workflows are globally available across all your projects. Click on ( Switch to project-specific ) within a workflow row to limit its scope.