Overview: Workflows editor workspace (Edify Console)
This article explains the editor workspace, which is one of the main workspaces of Workflows in Edify Console.
In this article
Once you create a new workflow, it’s time to build it. The editor workspace is where you build the workflow’s logic.
This workspace consists of the Workflows module library, workflows Settings panel, the editor itself, and more. The editor is where you use drag-and-drop functionality to add, configure, and link together modules to build a workflow. This workflow could be one or several branches depending on its complexity. From this workspace you can then publish the workflow to make it active and available for testing.
You can also duplicate the workflow to start a new, blank version of it; or, copy it to make a separate, editable version of it to continue iterating on it. You can create an unlimited number of versions for a workflow.
In short, the editor workspace is where you build, publish, or duplicate an unpublished workflow.
Building basics for workflows
Starting a workflow
Each workflow has a starting point. Once a workflow is created, the Start module automatically populates onto the editor. This is the starting point of the workflow. From there, you can build upon the workflow’s logic by adding and linking together modules, beginning with the Start module and moving downward.
Ending a workflow
Each workflow branch needs an ending point. This tells the system when to terminate the workflow session. Otherwise, the workflow session stays active. This means that before you can publish a workflow, you first need to confirm that each branch of the workflow is complete.
The endpoint tells Hammond when the flow of the branch is complete and when the workflow session is over. Once you’ve finished building the workflow’s logic, and each workflow branch has an endpoint, it’s time to publish, route, and test the workflow to ensure it behaves as expected.
Module library: Manipulating and configuring workflow modules
After adding a module from the Workflows module library onto the editor, double click it to open it. The configuration workspace for a module is where you set one or more actions that Hammond executes when he reaches this point in the workflow.
Some modules are very complex. So, they could have lots of fields and toggles to configure. Other modules complete one action, so you won’t have as many settings to configure.
Below are all of the common actions that you’ll take when manipulating workflow modules in the editor.
Below is the editor workspace. Explore this visual breakdown to learn more about the important features available to you when you’re in this workspace.