What This Screen Does
This is where you build a brand-new workflow template from scratch. Think of a workflow template as a recipe — it defines a series of automated steps (like sending emails, creating tasks, or waiting a number of days) that the system will follow when a specific trigger happens. You design the workflow visually by dragging and connecting nodes on a canvas, then save it with a name so you can reuse it later.
How to Get There
Open the dashboard.
In the left-hand menu, click Workflow template.
Click the + New button (or the option to create a new workflow template).
You are now on the New Workflow Template screen.
Cloning an Existing Template
You can also arrive here by cloning an existing workflow template.
When you clone, the URL will contain a
?cloneparameter, and the canvas will be pre-filled with all the nodes and connections from the original template.This is a quick way to create a variation of a workflow you already have.
Step-by-Step Guide
1. Understand the Canvas
The main area of the screen is a visual canvas powered by a flow-diagram editor.
When you start fresh (without cloning), the canvas contains two placeholder nodes:
Trigger — this is where your workflow begins. It defines what event starts the workflow.
Action — this is a placeholder for the first step the workflow will take after the trigger fires.
These two nodes are connected by an animated line (edge) showing the flow direction.
You can zoom in/out using the scroll wheel or the controls in the bottom-left corner of the canvas.
You can pan by clicking and dragging on an empty area of the canvas.
You can select a node by clicking on it, and delete it by pressing the Delete key (unless the node is marked as non-deletable).
2. Add Nodes from the Side Panel
On the right-hand side of the screen you will see a node panel divided into categories.
Each category can be expanded or collapsed by clicking its header.
To add a node to your workflow, click on one of the available node types in the panel.
The node will be placed on the canvas and you can drag it into position.
Available node types include:
Node Type | What It Does |
Trigger | Defines the event that starts the workflow (e.g. a new member signs up). |
Plain | A simple step with no special input — used for basic actions. |
Text | A step that includes a text field for custom messages or notes. |
Double Text | A step with two text fields (e.g. subject and body for an email). |
Number | A step that requires a numeric value (e.g. wait X days). |
Day | A step that lets you pick a day of the week. |
Time | A step that lets you set a specific time. |
Autocomplete | A step with a searchable dropdown to select one item. |
Multiple Autocomplete | A step with a searchable dropdown that allows selecting multiple items. |
Recipient Autocomplete | A step specifically for choosing message recipients. |
Single Select | A step with a simple dropdown for picking one option. |
Webhook | A step that sends or receives data from an external service via a URL. |
Group | A container node that groups related steps together. |
3. Connect Nodes
Nodes have small handles (circles) on their top and bottom edges.
To connect two nodes, click and drag from one node’s handle to another node’s handle.
A new animated line (edge) will appear, showing the connection.
Connections determine the order in which steps are executed.
4. Configure Each Node
After placing a node on the canvas, fill in its fields.
The fields depend on the node type (text inputs, dropdowns, number fields, time pickers, etc.).
Make sure every node has the information it needs — an incomplete node may cause the workflow to fail when it runs.
5. Rearrange the Canvas
Drag nodes to reposition them so the flow is easy to read.
The canvas will fit to view automatically when the page loads, but you can adjust the zoom and position at any time using the controls.
6. Save the Template
When you are happy with your workflow, click the Save template button in the top-right corner.
A dialog will open asking you to give the template a name and an optional description.
Field | Required | What to Enter |
Workflow template name | Yes | A clear, descriptive name for this template (e.g. “New Member Welcome Flow”). |
Short description | No | A brief note explaining what this workflow does. Helps your team understand its purpose at a glance. |
Click Save to create the template.
Click Cancel to go back to the canvas without saving.
What Happens Behind the Scenes
You click "Save template"
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Save dialog opens — you enter a name and optional description
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You click "Save" in the dialog
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Form validates that the name is not empty (Yup schema)
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API call: WorkflowTemplatesService.createTemplate({ body: { nodes, edges, name, description } })
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Server creates the workflow template and stores all nodes and connections
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Success — you are redirected to the workflow template list page
Troubleshooting
“I clicked Save template but nothing happens”
The Save template button opens a dialog. Make sure you are not blocking pop-ups or dialogs in your browser.
If the dialog does open but the Save button inside it does not respond, make sure you have entered a Workflow template name — this field is required.
“I get an error after clicking Save in the dialog”
A red error notification will appear. Read the message carefully.
Common causes: network timeout, server issue, or a problem with the template data.
Try again after a few seconds. If the error persists, contact your system administrator.
“My canvas is empty — I only see two placeholder nodes”
This is normal when creating a new workflow from scratch. The Trigger and Action placeholders are your starting point.
Use the node panel on the right side to add real nodes to your workflow.
If you expected to see a cloned template, make sure the URL contains the
?cloneparameter and that you navigated here from an existing template’s clone action.
“I cloned a template but the canvas is still empty”
The clone feature copies nodes from the template you were viewing before navigating to this page.
If you refreshed the page or navigated here directly, the cloned data may have been lost from the application state.
Go back to the original template, and use the clone action again without refreshing.
“I cannot delete a node”
Some nodes are marked as non-deletable by the system (for example, essential trigger or root nodes within a group).
If you select a node and press Delete but nothing happens, that node is protected.
You can still modify its settings — you just cannot remove it from the canvas.
“I added too many nodes and got a warning”
The system limits workflow templates to 50 nodes maximum.
If you try to add a node beyond this limit, a warning dialog will appear.
Simplify your workflow by combining steps or splitting it into multiple templates.
“The node panel on the right is not visible”
The node panel only appears when the canvas is in edit mode, which it is by default on the New Workflow Template screen.
If you are on a smaller screen, the panel may appear below the canvas instead of beside it. Scroll down to find it.
Try making your browser window wider or zooming out.
“I lost my work — the workflow disappeared”
The workflow is only saved when you click Save template and complete the dialog.
If you navigate away from the page or close the browser before saving, your work will be lost.
Always save your template before leaving the page.
“I cannot connect two nodes together”
Make sure you are dragging from a handle (the small circle on a node’s edge) to another node’s handle.
You must drag from a source handle (usually the bottom) to a target handle (usually the top).
If the connection still does not appear, the two nodes may not be compatible for direct linking. Try rearranging your flow.