What This Screen Does
This is where you modify an existing workflow template. Think of a workflow template as a blueprint that tells the system what steps to follow automatically when something happens (like a new member signing up). On this screen you can rearrange the steps, add new ones, remove old ones, and update the template’s name and description. Changes you make here only affect future workflows — any workflows already running will keep using the old version.
How to Get There
Open the dashboard.
In the left-hand menu, click Workflow Template.
Find the template you want to change and click on it (or click its edit action).
You are now on the Edit Workflow Template screen.
Step-by-Step Guide
1. Review the Workflow Canvas
The main area of the screen shows a visual flow chart of the workflow template.
Each step in the workflow is represented by a node (a box on the canvas).
Nodes are connected by edges (animated lines) that show the order steps run in.
You can zoom in and out using the controls in the bottom-left corner of the canvas, or by scrolling with your mouse wheel.
You can pan (move around) by clicking and dragging on an empty area of the canvas.
The canvas automatically fits all nodes into view when the page loads.
2. Add a New Node
On the right-hand side of the screen you will see a node panel listing available node types.
The nodes are grouped into collapsible categories. Click a category header to expand or collapse it.
Click on a node type to add it to the canvas.
The new node will appear on the canvas and you can drag it to the position you want.
Limit: You can add up to 50 nodes per template. If you try to add more, a warning dialog will appear.
Available node types include:
Node Type | What It Does |
Trigger | Defines what event starts the workflow (e.g. a new sign-up). |
Text | Adds a step that involves a text value. |
Number | Adds a step that involves a numeric value. |
Day | Adds a step related to a specific day. |
Time | Adds a step related to a specific time. |
Autocomplete | Adds a step with a searchable dropdown selection. |
Multiple Autocomplete | Adds a step that allows selecting multiple items from a dropdown. |
Recipient Autocomplete | Adds a step for choosing message recipients. |
Single Select | Adds a step with a single-choice dropdown. |
Double Text | Adds a step with two text fields. |
Webhook | Adds a step that calls an external service. |
Placeholder | Adds an empty placeholder step you can configure later. |
3. Edit a Node
Click on any node on the canvas to select it.
Change the values inside the node directly (fields vary depending on the node type).
Your changes are tracked automatically — you do not need to save each node individually.
4. Connect Nodes
To create a connection between two nodes, click and drag from the output handle (small circle on the edge of one node) to the input handle of another node.
An animated line will appear to show the connection.
Connections determine the order in which steps execute.
5. Delete a Node or Connection
Click on a node or edge to select it, then press the Delete or Backspace key on your keyboard.
Some nodes are marked as non-deletable (for example, the initial trigger node). If you try to delete one of these, nothing will happen.
6. Rearrange Nodes
Click and drag any node to move it to a new position on the canvas.
The connections (edges) will follow automatically.
Use this to keep your workflow tidy and easy to read.
7. Save the Template
When you are happy with your changes, click the Save template button in the top-right corner of the screen.
A dialog will appear with the following fields:
Field | Required | What to Enter |
Workflow template name | Yes | A clear, descriptive name for the template (e.g. “New Member Onboarding”). |
Short description | No | A brief summary of what this workflow does. Helps your team understand the template at a glance. |
The name and description will be pre-filled with the current values. Update them if needed.
A warning banner in the dialog reminds you: “All activated workflows will not be affected by the edit, only future workflows.”
Click Save to confirm, or Cancel to go back to editing.
What Happens Behind the Scenes
You click "Save template"
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Save dialog opens — you review/edit the name and description
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You click "Save" in the dialog
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Form validates fields (name is required)
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API call: WorkflowTemplatesService.createTemplate({ body: updated template data })
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A new version of the template is created on the server
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API call: WorkflowTemplatesService.deleteTemplate({ id: old template ID })
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The old version of the template is removed
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Success — you are redirected to the Workflow Template list page
Troubleshooting
“I clicked Save template but nothing happens”
Make sure the Workflow template name field is not empty. It is required.
Look for a red outline or error message on the name field inside the dialog.
Fill in a name and try clicking Save again.
“I cannot add more nodes to the canvas”
There is a limit of 50 nodes per workflow template.
If you have reached this limit, a warning dialog will appear when you try to add another node.
To add a new node, you will need to delete an existing one first.
If you need a more complex workflow, consider splitting it into two separate templates.
“I cannot delete a node”
Some nodes are protected and cannot be deleted (for example, the trigger node that starts the workflow).
If selecting a node and pressing Delete does nothing, that node is marked as non-deletable.
This is by design — every workflow needs certain core nodes to function.
“My changes were lost after refreshing the page”
Changes to the canvas (adding, moving, or editing nodes) are only kept in memory until you click Save template.
If you refresh the page or navigate away before saving, your changes will be lost.
Always click Save template before leaving the screen.
“I saved the template but my running workflows did not change”
This is expected behavior. Editing a template only affects future workflows created from it.
Any workflows that are already active will continue using the version of the template that was in place when they were activated.
If you need to update a running workflow, you will need to deactivate it and create a new one from the updated template.
“I see an error after clicking Save in the dialog”
A red error notification will appear. Read the message carefully.
Common causes include: network issues, server timeout, or a session that has expired.
Try again after a few seconds. If the error persists, refresh the page, reopen the template, and try saving once more.
If the problem continues, contact your system administrator.
“The node panel on the right side is missing”
The node panel only appears when you are in edit mode, which this screen enables by default.
If you do not see it, try making your browser window wider — on small screens the panel may appear below the canvas instead of beside it.
On mobile or narrow screens, scroll down to find the node panel beneath the canvas area.
“The canvas is blank or nodes are not visible”
Click the fit view button in the canvas controls (bottom-left corner) to re-center all nodes in the viewport.
If the template has no nodes yet, the canvas will be empty — start by adding a node from the panel on the right.
If the page just loaded, wait a moment for the nodes to render. A slow connection may cause a brief delay.