Login
Contents x
New Canvas Experience in Automation Builder
8 Articles  in this category
  • Dark
    Light
Contents

New Canvas Experience in Automation Builder

8 Articles in this category
  • Dark
    Light

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 IAP and select Automation Studio from the IAP homepage. From the Automation Studio homepage, you can...
Updated on : 09 Dec 2024

How to Configure and Edit Tasks on the Canvas

Task Panel To edit 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 and out...
Updated on : 09 Dec 2024

How to Use Transitions and Task States on the Canvas

Transitions 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 lead...
Updated on : 09 Dec 2024

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 : 09 Dec 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 : 09 Dec 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 : 09 Dec 2024

Troubleshooting Errors & 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 : 09 Dec 2024

Keyboard Shortcuts for the Canvas

Canvas Keyboard Shortcut List Use these keyboard shortcuts to navigate Itential Cloud 2023.2 and perform a variety of operations. General • Save Workflow: CMD/CTRL + S • Run Workflow: SHIFT + R • Undo: CMD/CTRL + Z • Redo: SHIFT + CM...
Updated on : 09 Dec 2024
Privacy Policy
Cookie Policy
Terms of Use
EULA
Copyright © 2024 Itential for Developers
Change password!
Changing your password will log you out immediately. Use the new password to log back in.
Change profile
Success!
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
Logout