The guided workflow canvas is the working area of the builder where you add nodes to perform various actions. As you add various nodes to the canvas and connect them together, you see a visual diagram of your Guided Workflow. Here are the essential functionalities of guided workflow canvas:

Add New Node

A list of actions that can be performed by adding nodes can be obtained by clicking on the Plus icon.

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Enable Progress Bar 

Clicking the Settings icon on the top enables the progress bar, which shows the overall progress to the users, indicating the percentage of the Guided Workflow executed currently.

Enable Progress Timeline​

Agents can view a timeline of the steps executed in the workflow in the quick window state. The progress timeline shows the state of execution of the current screen component.

Autolayout

While creating a new Guided Workflow, the autolayout view is enabled for better UI/UX. However, the autolayout switcher is disabled if there are hanging nodes (when a workflow is not ended).

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Manage Resources

The Manage Resources section is used to view various resources created so far inside the Guided Workflow and to create and edit variables. To mark variables as reportable, the variable must be edited and marked as available for reporting. It also provides the option of creating new variables.

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Activity & Version History

Activity Panel of guided workflow makes a log of changes that are made in the workflow along with the person who made the change. Version history shows various versions that were saved for current guided workflow along with the option to restore the previous version of the current workflow.

Actions on a Node

• Edit Element: Make changes to the element.

• ​Delete Element: Delete the element.

• ​Delete Element With Subtree: Delete the element along with all the elements beneath it.

• Move Element With Subtree: Move the element, along with all the elements beneath it, to the end of the other branches.

• Move Single Element: Move the element anywhere in the structure except one step below or above this particular node.​

• ​Copy Element With Subtree: Copy the element along with all the elements beneath it and paste it at the end of the last node. You can also paste it into another guided workflow.

• Copy Single Element: Copy any single element to paste it anywhere in the structure.​

• Toggle Skip Node: Click this option to skip the node in a guided workflow.

• Disconnect Subtree: Disconnect the element along with all the elements beneath it. You can connect it back if needed.

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Save as a Draft 

The Save as a Draft button in the Guided Workflow Builder saves the configuration changes without deploying the latest version of the Guided Workflow.

Save and Deploy 

The Save and Deploy button deploys the Guided Workflow, allowing it to be executed in the Guided Workflow Manager, Agent Console, and external platforms on which it may have been deployed.