Navigating the Workflow Builder

Overview

The Workflow Builder is where you create, edit, and monitor your workflows. It gives you a single place to work on the logic of a workflow, review past executions, browse version history, and manage drafts — all without leaving the context you're in.

In this article, we'll be covering the tab bar, the canvas, version and execution history, and the action buttons.

Use the tab bar

A tab bar runs across the top of the Workflow Builder. Each tab represents a different view of the same workflow. There are four tab types, each with its own icon:

Latest (vX): The currently published, live version of the workflow. When you open or reopen a workflow, you always land here — even if other tabs are open.
Execution tabs: Individual workflow executions opened from the Execution History panel. Read-only, showing the graph as it ran with node statuses visible.
Version tabs: Specific published versions (e.g. v5, v6) opened from the Version History panel.
Draft tabs: In-progress drafts, labelled with the creation date and the name of who created them. See Working with Workflow Drafts for more.

You can have multiple tabs open at once — for example, a draft, a reference version, and a past execution side by side. The tab bar scrolls horizontally when many tabs are open, and icons help distinguish each type. Close any tab with the × on the tab.

Work on the canvas

The canvas is where you build and edit your workflow visually. It shows your trigger and nodes connected by paths.

Hover over any node to reveal the (+) icon and add a connected node.
Drag nodes to reposition them — a purple indicator shows where the node will land.
Nodes cannot be placed above the trigger or after the end node.
Select a node to open its configuration in the details panel on the right.

Zoom controls are on the canvas toolbar at the bottom left. To fit the whole workflow in view, use the fit-to-screen button in the same toolbar.

To access the JSON representation of the workflow, select the { } button on the canvas toolbar. If you have edit permissions, you can edit the definition directly in the JSON editor. Changes made here are reflected in the canvas.

Access version and execution history

Two icons in the top-right corner of the Workflow Builder open the history panels:

The clock icon opens Execution History — a log of every run for this workflow.
The versions icon opens Version History — a list of every published version.

Selecting an entry from either panel opens it as a new tab in the tab bar. You stay in the Workflow Builder throughout.

For more information on the third icon, Drafts, see Working with Workflow Drafts.

Use the action buttons

The action buttons appear in the top right of the Workflow Builder and change depending on which tab you have active. If you don't have edit permissions on the workflow, Save draft and Publish won't appear.

On the Latest tab: Test and Save draft are always visible. Undo, Redo, and Publish appear once you've made changes.
On a Draft tab: Test and Publish are always visible. Undo and Redo appear once you've made changes.
On a Version tab: Test, Save draft, and Publish. Use the ⋮ menu in the details panel to View execution history for that version or Restore it.
On an Execution tab: no action buttons. Use the kabob menu in the details panel to Cancel or Retry the execution (depending on its status), View workflow definition to open the version that ran, or Restore version to publish that version as the new live version.