Manage the flow designer workspace

The central pane of the flow designer is called the workspace. Here is where the series of actions that make up the flow is assembled:

The flow designer workspace

During development, users may add, edit, and delete actions in the workspace.

Drag actions to rearrange them and change the order in which they run. Right-click an action and select Enable action or Disable action to enable or disable an action respectively; while running, the flow skips any disabled actions.

Copy and paste any selected actions in the workspace. This can be done within the same subflow, among different subflows, or other open instances of flow designer.

Setting up subflows

Subflows are groups of actions, which may be referenced as a group within a cloud flow.

Every flow contains the Main subflow - this is the subflow that is run when a cloud flow starts. Any other subflows may be invoked through the Run subflow action:

The Run subflow action

Subflows are shown in tabs, directly over the main workspace. To add a new subflow, select the subflows tab, select +, and enter the subflow name.

Add new subflow

Select a subflow tab to edit the respective subflow.

Saving flows

To save a flow, select File in the flow designer's menu bar and then pick Save. Alternatively, you can press the keyboard shortcut Ctrl +S.

The Save option in the menu bar.

To save the flow's current state as a new flow, select Save as in the File menu and populate a name for the new flow in the displayed dialog.

The Save flow as dialog

Managing the workspace toolbar

Drag actions to rearrange them and change the order in which they run. Right-click an action and select Enable action or Disable action to enable or disable an action respectively. While running, the flow skips any disabled actions.

Hold down Ctrl to select multiple actions. Hold down Shift and select the first and last actions to select a range of actions. Copy and paste any selected actions in the workspace.

When copying actions, all their parameters, images, and UI elements are copied as well. You can copy and paste actions within the same subflow, among different subflows, or other flow designer instances. Apart from flows, you can paste actions in other applications, such as chats and text files.

Searching in the flow

To search for a text string, an action or variable within the flow, use the search field at the top right of the flow designer window. The results pane will show all occurrences of text string by action and subflow. Double-click on a result to highlight the action that contains it.

Search flows

Using the Go to line option

The Go to line function navigates to a specific line within the current subflow. This function is helpful in subflows that contain a large number of actions.

Select Edit, then Go to line and enter a line. The corresponding action will be highlighted.

go to line

Using the Run from here option

To run the flow starting from a specific action, right-click the action and select Run from here. This ignores all previous actions and runs the flow from the selected action onwards.

run from here

Making use of the recorders

Web recorder

To record web actions in real time, select Web recorder in the toolbar. In the dialog box, select the browser you would like to use. Select Advanced to show additional options. Use an existing web browser instance, or create a new instance, specifying an instance name. Additionally specify the tab to record web actions in.

browser select

Select Start recording in the Web recorder window to record actions. Web recorder keeps track of browser actions, and records each action separately. Select Pause recording to suspend recording actions. Select + to add a comment to the recorded actions.

Select the bin icon to remove individual actions. Select Reset recording to delete all actions recorded so far. After recording is complete, select Finish, so that the recorded actions and comments are placed in the workspace.

web recorder

Desktop recorder

Select Desktop recorder in the toolbar to record desktop actions. Select Start recording in the Desktop recorder window to record actions. Desktop recorder keeps track of mouse and keyboard activity in relation to UI elements, and records each action separately. Select Pause recording to suspend recording actions. Select + to add a comment to the Recorded actions.

Select the bin icon to remove individual actions, or select Reset recording to delete all actions recorded so far. After recording is complete, select Finish, so that the recorded actions and comments are placed in the workspace.

desktop recorder

Note

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