Skip to content

How to use workflow editor?

Here is a step-by-step guide on how to use the Workflow Editor in Tracardi:

Open the Workflow Editor: When you start processing data in Tracardi, open the Workflow Editor. You will see a screen with all the nodes that you can put on the canvas.

Search for nodes: On the left side of the screen, you can search for nodes by typing their names, such as "start node." Then, you can drag and drop the node onto the canvas.

Connect nodes: To connect nodes, select the node you want to connect and drag an edge to the next node. You can double-click on a node to rename it and configure how it works.

Configure nodes: Nodes have forms that you can fill out to configure how they work. For example, the start node may only accept a certain event type, such as a page view. You can also see a short description of each node by hovering over it.

Save the workflow: After configuring the nodes, save the workflow. You can have multiple start nodes on one canvas to process different event types.

Deploy the workflow: Remember that the workflow is a draft until you click "deploy." Once deployed, the workflow will be visible and functional on production.

Check node documentation: Some nodes have additional documentation that you can access by clicking on them. The documentation may contain information on configuring the node with advanced JSON setup.

Use ports: Nodes have input and output ports that you can click on to see additional documentation. You can use these ports to pass data between nodes.

Use advanced runtime settings: You can access advanced runtime settings by double-clicking on a node. This includes options to skip a node, stop the flow on a node, and stop the workflow if a value does not change.

How to delete a node in workflow?

To delete a node in the workflow editor, follow these steps:

  • Select the node you want to delete by clicking on it.
  • Press the Delete key on your keyboard.

How to select multiple nodes?

To select multiple nodes in the workflow editor, follow these steps:

  • Hold SHIFT key and click and hold the left mouse button anywhere in the canvas area.
  • While holding the left mouse button, drag the cursor to create a selection box that encloses all the nodes you want to select.
  • All the nodes within the selection box will be highlighted and selected.

How to delete a connection?

To delete a connection in the workflow editor, follow these steps:

  • Select the connection you want to delete by clicking on it.
  • Press the DELETE key on your keyboard (On Mac Fn+Delete).