Editor overview

The workflow editor is where you build, run and inspect a workflow. It is one screen: a header across the top, the canvas, a node palette and node panels that open on the left, and a floating toolbar on the right.

The layout

• Header (top): Nodes, the Sandbox | Production switch, Save, the version chip, the workflow name menu, Executions and the run button.
• Left: the node palette, or the node panels you have open.
• Canvas (centre): where you place and connect nodes. Pan, zoom and a dot grid.
• Floating toolbar (right): Undo, Redo, Note, zoom in and out, Fit and Clean.

Header, left

• Nodes: opens and closes the node palette. It starts closed.
• Sandbox | Production: switches the editor between sandbox mode (mock data, nothing real is called) and production. See Sandbox mode.
• Save: saves your changes. When there is nothing new, it is greyed out.
• Make version active (power icon): appears in Production when the version you're looking at isn't the active one.
• Version chip (for example V12 active): opens the version menu. See Versions and activation.

Header, centre

The workflow name above the workspace name. Double-click the name to rename it. Press Enter to save or Esc to cancel.

The chevron next to the name opens the workflow menu:

Header, right

• Production Executions / Sandbox Executions: a list of this workflow's recent runs. See Running a workflow.
• Run Workflow (Production) or Test Run (Sandbox): runs the workflow. With more than one trigger, the button reads Choose Trigger. While a run is in progress you get Stop and Pause (or Resume).

Node palette

Click Nodes to open the palette on the left. Search with Search Nodes, or browse the groups: Triggers, AI, Flow Control, Developer Tools, Integrations, Data Storage, Communication, Other and Templates. Empty groups are hidden. See Adding and connecting nodes.

Canvas

The drawing surface for nodes, connections and sticky notes. See Canvas controls.

Node panels

Click a node to open its panel on the left side of the canvas. The panel has three tabs: Settings, Schema and JSON. You can dock several panels side by side. See Configuring nodes.

Floating toolbar

On the right edge of the canvas: Undo, Redo, Add note, Zoom in, Zoom out, Fit to window and Clean workflow.

AI builder

The round Flero bubble in the bottom-right corner opens the AI builder, a chat panel that docks on the right. On an empty workflow, the canvas offers Pick an action (open the node picker, triggers first) and Ask flero (open the AI builder).

Selecting

• Click a node to select it and open its panel.
• ⌘-click / Ctrl-click to add or remove nodes from the selection.
• Drag on empty canvas to draw a selection box.
• ⌘A / Ctrl+A selects every node.
• Press Esc to clear the selection.

With two or more nodes selected, a bar at the bottom shows how many are selected and offers Convert to sub-workflow.

Saving

Click Save or press ⌘S / Ctrl+S. Each save that changes the workflow creates a new version. There is no timed autosave, but running a workflow saves it first.

If you try to leave with unsaved changes, Flero asks: Save & Exit or Discard Changes.

Workflow settings

Open Workflow settings from the workflow menu. The dialog has four tabs:

• General: workflow name and description.
• Variables: workflow variables. Add a name and value with Add Variable. Nodes read them as {{ $workflow.variables.name }}. Use them for values several nodes share or that you want to tune without editing nodes.
• Execution and Schedule: run settings for the workflow.

Click Save Settings to keep your changes.

Quick orientation

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