Using the palette

In the palette you can find everything you need to create and deploy functioning workflows.

The palette is divided in two tabs:
Blocks

The Blocks tab houses workflows, tasks, wait tasks, and join conditions. Workflows can be dragged and dropped in the workspace, while other items can only be dropped inside workflows.

In this tab you can also find all the available task types divided in categories. You can add any number of tasks to workflows.

The Most used section displays the most frequently used items that have been already defined.

Assets

In this tab you can create item definitions, add defined items to a workflow, and perform actions on definitions saved in the database. You can define new assets by selecting Add new and choosing an asset type from the drop-down menu.

The items available in the Assets tab are:
  • Calendar
  • Credentials
  • Event source
  • Folder
  • Resource
  • Task template
  • Variable table
  • Workflow
  • Workstation
You can use the search bar to find and reuse previously defined assets in your current workspace.
Actions on assets
You can perform a set of actions on the definitions saved in the database, which vary depending on the item type. To see the actions for a specific definition, expand its item category and click the definition. A card opens, displaying the definition details and the available actions icons.
You can edit, duplicate, or delete the definitions. On workflows and task templates, you can also select the run action.
On workflows definitions, the New version action is available too. The New version action creates a new version of a workflow definition with the same reference as the existing one, and you can specify a new Valid from value.
Note: When adding blocks and assets to the workspace, you can specify their properties in their contextual properties panel.