Workflows
Workflow builder interface
Use the node palette, canvas, configuration drawer, connections, variables, undo/redo, autosave, validation, and Test panel.
Automation buildersBeginnerAvailable
What this guide covers
- The builder is the visual editing surface for workflow nodes, fields, and paths.
- Prerequisites: A draft or paused workflow.
- Result: Saved nodes and connections reappear after reload and validation has no blocking issue.
- Limit: The builder does not infer missing business decisions; every required branch and resource must be configured.
What this is and when to use it
The builder is the visual editing surface for workflow nodes, fields, and paths.
| Use it when | Expected outcome |
|---|---|
You are creating or changing a workflow. | Saved nodes and connections reappear after reload and validation has no blocking issue. |
Before you begin
- A draft or paused workflow.
- Know the event that should start it and the intended outcome.
Prerequisites
A draft or paused workflow. Know the event that should start it and the intended outcome.
Complete the task
- Open a workflow from Agent Project → Workflows.
- Drag a node from the categorized palette.
- Select the node and complete fields in its drawer.
- Connect source handles to the intended next nodes.
- Use Variables to insert available values.
- Use undo/redo, autosave, or Save while editing.
- Review validation before activation.
Confirm it worked
- Saved nodes and connections reappear after reload and validation has no blocking issue.
Common problems
| Symptom | What to check |
|---|---|
An active workflow cannot save invalid changes | Fix the reported issue before saving; active workflows are protected from invalid graphs. |
A variable is empty in test | Confirm the trigger or preceding node produces it on the tested path. |
Current limitations
The builder does not infer missing business decisions; every required branch and resource must be configured.
Product boundary
The builder does not infer missing business decisions; every required branch and resource must be configured.
Where to go next
Related documentation
Workflow variables and data mappingInsert system, context, contact, custom, and node outputs with Yanola's {{variable.path}} syntax.Test a workflowRun a saved workflow with test contact and trigger data while preventing message, database, and external side effects.Workflow node referenceChoose from every node in Yanola's Triggers, Messages, Logic, AI, Integrations, and Actions palette.