How to Insert a Node
To insert a node in your Workflow, follow these steps:
- In the Workflows editor, find the box on the left side of the canvas.
- Locate your cursor over any of the icons corresponding to the available type of Nodes.
- Drag and drop the node onto the canvas.
A Draft card appears, displaying the Node type, Name* field, CANCEL and CREATE buttons.
- Enter the node Name* and click CREATE or press Enter.
10 STEPS
1.
To insert a node in your Workflow, follow these steps:
In the Workflows editor, find the box on the left side of the canvas.
2.
Locate your cursor over any of the icons corresponding to the available type of Nodes.
3. Locate your cursor over any of the icons corresponding to the
available type of
Nodes.
4. Locate your cursor over any of the icons corresponding to the
available type of
Nodes.
5. With your mouse, click and drag
Add Task,
and
then drop it onto the canvas.
5b. Drop
6.
A Draft card appears, displayingthe Node type, Name* field, CANCEL and CREATE buttons.
7.
Enter the node Name*.
8. And then click
CREATE
or press
Enter.
9. The Node
Name is
assigned.
10. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2671747/Control-Center---Process-Studio--Workflows---How-to-Insert-a-Node?iframeHash=watchsteps-1&lang=en
- Users can manage general options in the Node (Add Comment, Rename, Delete). For more information about these options, please read How to Manage a Node.
- For more information about configuring the node specific setup, please read:
How to Manage a Node
Once a node is added to the workflow editor, in general users can perform the following actions:
Rename, or 
Delete.
To manage a node, in the Workflows Editor, locate the node you want to manage and click the ellipsis icon
.
Rename a Node
- Select Rename.
- Change the node Name* and click RENAME.
Renaming a node affects only new records. Running records remain unchanged.
6 STEPS
1. To Rename a
node, in the Workflows Editor,
locate the node you want to manage and click the ellipsis icon.
2.
Then, select Rename.
3. Next, change the node Name* as desired.
4. Then, Click the
RENAME button
to save the new name.
5.
The (Node Name) was edited successfully message appears.
Remember, renaming a node affects only new running Workflows.
Running Workflows remain unchanged.
6. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2671794/Control-Center---Process-Studio--Workflows---How-to-Rename-a-Node?iframeHash=watchsteps-1&lang=en
Delete a Node
- Select Delete.
- Click YES, DELETE NODE to confirm the action. The Node was deleted successfully message appears.
- Deleting a node in a published Workflow updates the Workflow status to Draft.
-
Workflow records that are already running under the published version will continue to run.
5 STEPS
1.
To delete a node, in the Workflows Editor, locate the node you want to manage and click the ellipsis icon.
2. Then select
Delete.
3.
Once selected, click the YES, DELETE NODE button to confirm the action.
4. The Node Type was deleted successfully
message appears.
Deleting a node in a published Workflow updates the Workflow status to Draft.
Workflow records that are already running under the published version will continue to run.
5. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2671844/Control-Center---Process-Studio--Workflows---How-to-Delete-a-Node?iframeHash=watchsteps-1&lang=en
Autolayout Nodes
The autolayout feature allows users to automatically organize the added Nodes in the Workflows Editor instead of arranging them manually.
To organize your Nodes using the autolayout feature, follow these steps:
- In the Workflows Editor click the Autolayout icon
located in the upper-right corner of the grid.
All nodes on the grid will be automatically organized.
2 STEPS
1. The Autolayout feature allows you to automatically organize the added Nodes in the Workflows Editor instead of arranging them manually.
To organize your Nodes click the Autolayout icon.
2. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2676829/How-to-Autolayout-Nodes?iframeHash=trysteps-1&lang=en
