4. Getting Started

In this section, we’ll go over getting started with creating a new workflow.

4.1. |star| Create a New Workflow

Create a new workflow by clicking on the top-right blue button from the Workflows main page.

Figure 1: Create New Workflow

4.2. |mouse-pointer| Workflow Interface

Create, rework and execute your workflows all under the same mode. The following image maps out the actions that can be performed on your workflow listed below.

Figure 2: Edit Mode

  1. Name of the workflow
  2. File Menu: Save, Open, Download, etc.
  3. View Menu: Full screen mode option
  4. Run Options: Run, Pause, stop
  5. Tools: Extraction Stats and Report
  6. Help Menu: Tour, Worker Cheat Sheet
  7. Undo an action
  8. Redo an action
  9. Take a screen shot of the workflow
  10. Pin the current view to come back to it later
  11. Take a tour of the workflow canvas
  12. Review the keyboard shortcuts
  13. View Workflow Collection
  14. Refresh the canvas
  15. View workflow comments
  16. Show Reporters: see all available report generators in the workflow
  17. Search for workers, inputs or data in the workflow
  18. Add Worker: Review and add workers to the canvas
  19. Run the Workflow
  20. Stop Workflow Execution
  21. Refresh the Workflow Execution
  22. Workflow Execution Status
  23. Docs: link to this documentation
  24. Expand the window to full screen
  25. Close out of the workflow
  26. Workers: Review and add workers to the canvas
  27. Shapes: Add special workers such as Decision, Data Collector and Report Generator
  28. Visualization Workers: Newton and Parallel
  29. Viewers: View Files, Curves, Images and Charts/Datasets related to the workflow
  30. Settings: Reset data, Visualize worker sizes, Import from JSON
  31. START worker (all new workflows automatically have this)
  32. Added Workers
  33. Add Shape Worker
  34. END worker (all new workflows automatically have this)
  35. Auto-fit the workflow on the canvas (show all workers)
  36. Zoom to 100% (based on initial worker sizes)
  37. Zoom In
  38. Zoom Out
  39. View workflow logs
  40. Select multiple workers at the same time. Useful for multi-work editing.
  41. Thumbnail view of the full workflow. Click the minus symbol to hide.
  42. Current workflow tab
  43. Open another workflow tab

Note: As of August, 2002, workflows do not need to be opened in a separate mode to execute. Running the workflow is now always available at the top. Skip over to Executing to learn how run your workflow.

4.3. |pencil| Multiple Tabs

As of July 11, 2022, Workflows has the ability to open multiple workflows at once via tabs. Once we have a workflow open or have created a new one, we can click on the plus icon at the bottom of the workflow canvas to open another existing workflow.

Figure 3: Open Another Workflow Tab

In the next window, we can review a list of all our available workflows and click on individual ones via the View icon (1) to preview them. Once we have one selected, we can hit apply (2) to add it to our canvas.

Figure 4: Open Another Workflow Tab

After applying, we’ll see our newly opened workflow on the canvas as the current tab. We can click on either tab to sift between the two workflows.

Figure 5: Workflow Tabs