In this lesson you’ll learn:
- The editor layout and its core elements
- How to add, edit, or remove steps in a workflow
- How to rename your workflow and steps
- How to publish the workflow
What is the editor?
The Keragon editor is your main workspace for creating and managing workflows. It displays your workflow as a series of steps. You can add new steps or remove existing ones to customize your workflow. The editor provides options to configure each step's settings, monitor your workflow runs and even ask for help!
The core elements of the editor
Top menu controls
On the left side of the top menu you can find
- Keragon logo: When clicked this will exit the editor and take you back to the main dashboard
- Workflow title: Shows the current title of the worklow and when clicked allows you to rename it.
On the right side of the top menu you can find:
- Latest run indicator: This shows the status of the most recent run of your workflow. It displays whether the run was successful or failed.
- Exit editor button: When clicked this will exit the editor and take you back to the main dashboard
- Publish button: Click this to publish (or unpublish) your workflow. Publishing the workflow makes it available for use and triggers can initiate it. Unpublishing the workflow prevents any new triggers from starting it.
Workflow steps
The workflow is represented as a series of steps starting from the trigger.
- Clicking on the + icon will allow you to add a new step either at the end of the workflow or between any two steps.
- Hovering over any step will display some controls such as a button to delete that step
- Clicking on any step will open up the right sidebar which is used to change the settings of that step. There are three tabs:
- Description: This tab that contains some high level description about this step
- Auth: This tab displays the connected account for this connector
- Inputs: This tab allows you to configure the inputs passed in this step
Get help banner
If at any point you feel you need help you can use the options in this banner to raise your hand and ask for help!
We understand that building a workflow can be intimidating so we’re always happy to help out. You can even schedule a call with one of our product experts who can guide you through the process.
Next lesson
In this lesson we learned the basics of the editor! We’re now ready to start building our first workflow. In the next lesson, we will learn how to add a trigger step.
Add a trigger step