Workflow Builder

The Workflow Builder is a node-based canvas editor for creating automated workflows. A workflow is a sequence of tasks — connected by paths — that executes automatically when triggered, typically by a form submission.

Canvas model

A workflow is composed of tasks (nodes) joined by paths (directed connections). Execution begins at the Start node, flows along the connected paths, and ends when it reaches an End node.

Tasks are added from the task palette and connected by drawing paths between their output and input pins. Selecting a task opens its configuration panel.

Data flow

Each task receives an input payload from the upstream task and produces an output payload that is passed downstream. Tasks can:

• Replace the payload entirely with their own output.
• Extend the incoming payload with their own output (extend_input / extend_original_input).
• Store their output in a named variable for use in later tasks (output_variable).

Queues

Tasks are grouped into queues — categories that reflect the type of work they perform:

Queue	Description
factory.controls	Flow control — routing, branching, waiting, and variables
factory.assetstore	Asset operations — create, read, move, copy, delete
factory.convert	Data transformation — packaging, JSON, XML, ZIP
factory.ucs	User management — create, update, find, and delete users
factory.connect	External communication — email

Sections

Section	Description
Tasks	All 22 task types available on the canvas
Access	Groups and visibility