v26.01: Understanding the Workflow Canvas
The workflow canvas is the primary workspace for designing, testing, and executing workflows.
Level 2 Header Controls
The Level 2 header provides quick-access controls to manage and interact with your workflow:
| Field | Description |
|---|---|
| Workflow Name with Star Icon | Displays the workflow name. Click the star to add the workflow to favorites for quick access. |
| Context Member Badges | Shows dimensional selections applying across the workflow (example: 2025Y- 2025, SX200- Smartphones). Click badges to modify selections. |
|
v26.04: Params |
Opens the Global Parameters panel on the right side. Displays Automated Parameters (Time, Account, Execution Date, Execution Period, Execution User) and User Parameters section where users can define custom parameters with Name, Type, Source, and Value properties. |
|
v26.04: Run |
Executes the workflow. Displays with blue background and play icon. Becomes disabled during execution. Opens an inline member selection popup before execution, allowing multi-member selection per dimension. |
| + Add Node | Opens the Add Node dialog to insert new nodes into the workflow. |
| Publish | Saves all workflow changes including canvas layout, node configurations, and connections. |
| Schema Toggle | Toggles schema view on the canvas, displaying structural information about nodes and relationships. |
| List View Toggle | Switches between canvas view and list view (tabular display of all nodes). |
|
v26.02: View/Edit Mode Toggle |
Switches between Edit mode and View mode. Workflows open in Edit mode by default. Edit mode: Select nodes to open the side pane for configuration, drag nodes to reposition, add/delete/copy nodes, create/delete connections, and execute the workflow. View mode: Select nodes to open configuration panes in read-only mode, view the canvas layout and connections, zoom in/out. Cannot drag nodes, modify connections, add/delete/copy nodes, or execute the workflow. A warning appears when switching from Edit to View mode with unsaved changes. |
Understanding Context Members
Context member badges display in the Level 2 header showing dimensional selections that apply across the workflow. These badges represent the union of dimensional context from all configured nodes.
Format: dimension-member (example: 2025Y- 2025, SX200- Smartphones)
To modify context members:
- Click the context member badge in the Level 2 header.
- Select different members.
- Changes propagate to all relevant nodes in the workflow.
Canvas Area
The canvas area is the workspace where you build and run workflows.
It contains different nodes and connectors that define the flow of data:
- Start Node: Begins the workflow.
- Read Node: Brings data in (from a sheet, table, etc.).
- Calculation Node: Applies scripts or SQL queries to transform data.
- Write Node: Saves the processed data to a destination.
- Connectors: Lines that link nodes together and show the direction of data flow.
- Node Name: Labels you assign to each node for easy identification.
This keeps the canvas clear and shows the flow from start to finish.
Canvas Controls (Bottom Left)
Use the canvas controls to easily navigate and manage your workflow view:
- Fit to Screen: Displays the entire workflow within the visible area.
- Search: Finds specific nodes or elements by name.
- Zoom Percentage: Shows the current zoom level (for example, 100%). You can click to enter a specific percentage.
- Zoom In: Increases canvas magnification step by step.
- Zoom Out: Decreases canvas magnification step by step.
Execution Output Section
The Execution Output section is located at the bottom of the canvas.
It displays workflow execution results in the following tabs:
- Data tab: Displays processed data in JustPerform grid format (500 rows default).
- Message tab: Shows timestamped execution logs with node name, message type, and details.
Workflow Details Panel
The Workflow Details Panel is located on the right side.
It displays editable workflow properties:
- Name: Workflow identifier (must be unique).
- Description: Contextual information about workflow purpose.
- Functional Area: Organizational location (editable via dropdown).
v26.03: When a user creates a new workflow, the details side pane closes automatically after selecting Create. When opening an existing workflow, the details pane remains closed by default. Users reopen it via the Schema option on the L2 header.