The Process Editor

Written By Janos Veres

Last updated About 4 hours ago

The Process Editor

The process editor is where you build and refine your workflows. It provides a visual canvas for designing step flows, configuring actions, and managing process structure.

Editor Overview

editor-overview

The editor consists of:

  • Flow canvas — Visual diagram showing all steps, actions, and their connections
  • Toolbar — Save status, version history, publish, and sidebar toggle
  • Tabs — Switch between Process Steps, Configuration, and Request Headers

Adding Elements

Click Add step to insert new elements into your process.

add-element

Available element types:

TypeSymbolDescription
Step-A user task with form fields
HTTP Action@Automated HTTP request
Job Action&Background job execution
Parallel Block|Execute steps simultaneously
Sequential Block>Execute steps in order
Reference Process~Include another process

Step Nodes

step-node

Each step appears as a node in the flow diagram. Nodes show the step name and can be clicked to open their configuration in the sidebar.

Action Nodes

action-node

Action nodes represent automated operations (HTTP calls or background jobs) that execute between user steps.

What's Next?

Continue to Configuring Steps to learn about step settings and assignee rules.