
2.
New Workflow¶
In this section, we’ll go over getting started with creating a new workflow.
2.1. Create a New Workflow¶
Create a new workflow by clicking on the top-right blue button from the Workflows main page.
Create New Workflow

2.2. Edit Mode Interface¶
Create and rework your workflows easily in Edit Mode. The following image maps out the editing actions that can be performed on your workflow listed below.
Edit Mode

- Name of the workflow
- File Menu: Save, Open, Download, etc.
- View Menu: Full screen mode option
- Help Menu: Tour, Worker Cheat Sheet
- Undo an action
- Redo an action
- Take a screen shot of the workflow
- Shapes: Add special workers such as Decision, Data Collector and Report Generator
- Auto-fit the workflow on the canvas (show all workers)
- Zoom to 100% (based on initial worker sizes)
- Pin the current view to come back to it later
- Take a tour of the workflow canvas
- Review the keyboard shortcuts
- Refresh the canvas
- View workflow comments
- Show Reporters: see all available report generators in the workflow
- Edit the workflow in 3D with the ability to revolve in 3D space
- Search for workers, inputs or data in the workflow
- Add Worker: Review and add workers to the canvas
- Docs: link to this documentation
- Expand the window to full screen
- Close out of the workflow
- Workers: Review and add workers to the canvas
- Visualization Workers: Newton and Parallel
- Viewers: View Files, Curves, Images and Charts/Datasets related to the workflow
- Settings: Reset data, Visualize worker sizes, Import from JSON
- START worker (all new workflows automatically have this)
- Added workers
- END worker (all new workflows automatically have this)
- Thumbnail view of the full workflow. Click the minus symbol to hide.
- Select multiple workers at the same time. Useful for multi-work editing.
- View workflow logs
Note: Workflows will open in edit mode by default either by creating a new workflow or clicking on a saved workflow’s name. To open your workflow in Run mode, you will need to save it, close out of it and then click on the play button next to the workflow record on the main page. Skip to Saving and Sharing to learn how to save your workflow. Skip to Executing to learn how to open it in run mode.
More on importing data in the next section.