Create Steps
  • 15 May 2024
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Create Steps

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Article summary

Canvas 2.0 aims to simplify the workflow modules by introducing a stencil shape Step feature, which is a collection of modules. This feature helps to analyze multiple workflows, as it is grouped in easy-to-understand and repeated linear groups of modules, with a branch at the end. The layout of workflows is by nothing but groups of modules called steps.  Each step is connected with a line that can be dragged and dropped, thus defining the connection or defining the connection in the inspector. 

  1. By default, the Welcome module step is displayed. You can create a series of linear steps. 

  2. To add a step, click the Connector:ConnectorIcon:to view the Add Step option and click to insert a new step.

  3. To create a step in between the existing steps, click on the line connector to view the following dialog box and select these options that are displayed in the dialog box:

    1. Insert Step: Click the Insert Step option to create a new step linearly.

    2. Delete branch: Click the Delete branch to delete a step branch.

  4. Delete Step:

    1. To delete a step, click the More :Step_More_Icon: icon and select the Delete option.

    2. Select Yes, Delete step to confirm the deletion.

You can now manage the modules within the workflows to design the elements and components of the workflow.



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