New Canvas Experience (2023.1 and 2023.2)

User information related to the visual design, interface components and canvas interactions in Itential Platform for the 2023.1 and 2023.2 release versions.

9 Articles in this category

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How to Create and Run Workflows on the Canvas

Use the Automation Builder user interface to arrange and connect tasks on the canvas to create a flow-based automation. To get started, login to Itential Platform and select Studio (formerly Automation Studio) from the homepage. From the Studio ...

Updated on : 06 Feb 2025

How to Configure Tasks on the Canvas

Task Panel To configure a task on the new canvas, double-click a task on the Canvas to display information on that task in a panel on the right. Each Task panel will contain a Data, Advanced, and Details tab. The Data tab contains input an...

Updated on : 03 May 2024

How to Modify Tasks on the Canvas

To modify a task on the new canvas, double-click a task on the canvas to display the Task panel on the right. Each Task panel will contain a Data, Advanced, and Details tab. The Data tab contains input and output variables. The Advanced...

Updated on : 27 Jul 2023

How to Use Transitions and Task States on the Canvas

In a workflow, transitions connect tasks to each other and control the order of task execution. A transition has two properties that affect its behavior: A binding value , which corresponds to a possible finish state of its leading task. A ...

Updated on : 03 May 2024

Parallel Branching on the Canvas

After a task has been assigned a finish state, the workflow will proceed by following any transitions from that task that have a matching binding value. This can lead to a workflow having concurrent execution paths. For example, a task that has two ...

Updated on : 18 Mar 2024

Troubleshooting Errors and Warnings on the New Canvas

When a workflow is saved, a number of validation checks are run against it to detect issues that may (or will) prevent it from working properly. Workflow validation failures fall into one of two categories: Errors , which prevent the workflow f...

Updated on : 18 Feb 2025

Keyboard Shortcuts for the Canvas

Canvas Keyboard Shortcut List Use these keyboard shortcuts to navigate IP 2023.1 and perform a variety of operations. General • Save Workflow: CMD/CTRL + S • Run Workflow: SHIFT + R • Undo: CMD/CTRL + Z • Redo: SHIFT + CMD/CTRL + Z ...

Updated on : 15 Jan 2025

How to Use Search in the New Canvas

Automation Builder supports searching the content of your automations through the Canvas Search function. The search icon (magnifying glass) for Canvas Search is located at the top-left of the main canvas. Figure 1: Search Icon Addition...

Updated on : 18 Mar 2024

How to Use the Reference View

Reference View is a powerful interface tool that allows the user to see the flow of data, via tasks, through a workflow. Before making changes to a workflow, a user can see how the flow of data from the current tasks will be impacted. Reference ...

Updated on : 06 Feb 2025

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