Create a New Workflow with a Blank Canvas

Platform NX automates the workflow execution, without the users having to write any line of code.

Platform NX focuses on a key feature – creating workflows. Users can start workflows from scratch, use OpenAPI, or leverage the AI generator. The Workflow Designer provides an easy-to-use interface, simplifying the entire process. Users can effortlessly build and customize workflows, ensuring they perfectly meet the specific needs of their applications.

Let's walk through the creation of a new workflow, starting with a blank canvas.

Create a new workflow with a blank canvas

1. Select the application from the left-hand menu. Click on the Application folder, and then choose "Workflows." In the workflow section, click Add a Workflow to create a new workflow for your application.

A create new workflow dialog will appear.

1. Select New.

2. On the workflow creation page, input the following details:

   • Name your workflow to clearly identify its purpose or function within the application.

   • Add the description for the workflow.

Note: Your workflow canvas will automatically include a "Start" and "End" point by default, indicating the initial and final steps.

To add activities to workflow:

1. Navigate to the "Activities" section on the left side of the page. You will find a list of components categorized by functionality.

1. Drag and drop activities onto the canvas to design the sequence of actions.

Important: Refer to the Workflow Activity Descriptions for guidance before adding activities.

1. Configure each component by defining parameters, inputs, and outputs as needed.

Workflow Edior Tools

You can use these options to adjust the workflow.

• Pointer: This option allows you to access additional options about a selected node.

• Hand: Click and drag with the hand tool to navigate through the workflow, especially if the entire workflow is larger than the visible area.

• Connector - Use the connector tool to create connections or lines between nodes.

• Color - This option allows you to change the color of connectors, or other elements in your workflow.

1. Click Save to store the workflow configuration.

• To add the text, click the icon.

• To view the version control history, click the icon.

• To view the variables, click the icon.

• To generate a new schema and workflow, click the icon.

• To validate your current workflow, click the icon.

• To search for apps, workflows, resources, variables and tags, click the icon.

Rename the Workflow

To rename the workflow, select the workflow and click on it. Then, choose "Rename" from the dropdown menu to update the workflow name.

Duplicate the workflow

To duplicate the workflow, select the workflow and click on it. Then, choose "Duplicate" from the dropdown menu to create a copy with the same workflow name.

Export the workflow

To export the workflow, choose the workflow and click on it. Then, select "Export Workflow" from the dropdown menu to save the workflow as a JSON file.