Workflow Designer
The Workflow Designer is the WPF canvas where you build automations. Activities render as cards in a vertical list — containers expand to show branches inline. Everything is driven by drag-and-drop and keyboard shortcuts.
Canvas Operations
| Operation | How |
|---|---|
| Add activity | Drag from Activity Catalog → drop at target position on canvas |
| Reorder | Drag an activity card up or down |
| Select | Click an activity card — Properties Panel updates immediately |
| Multi-select | Ctrl+Click multiple cards, or Ctrl+A for all |
| Delete | Select + press Delete or Backspace |
| Cut / Copy / Paste | Ctrl+X / Ctrl+C / Ctrl+V — paste inserts after selected activity |
| Duplicate | Ctrl+D |
| Undo / Redo | Ctrl+Z / Ctrl+Y (full undo stack) |
| Move up / down | Ctrl+[ and Ctrl+] |
| Rename (display name) | F2 while activity is selected |
| Zoom | Ctrl+Scroll wheel; Ctrl+0 to reset to 100% |
| Context menu | Right-click any activity for Delete, Cut, Copy, Disable, Set Breakpoint |
Activity Cards
Each card on the canvas shows:
- Type icon + name — e.g., 🖱️ Click, 📊 For Each
- Display name — editable label (press F2); defaults to the activity type
- Parameter preview — key configured values at a glance
- Validation badge — red ⚠ icon if mandatory fields are empty or have type errors
- Execution status ring — grey (idle) → blue (running) → green (success) → red (failed)
- Breakpoint dot — red circle when a breakpoint is set (F9 to toggle)
Container Branches
Container activities expand inline with their branches highlighted:
| Container | Branches |
|---|---|
| If | Then, Else |
| Else If | Then (chained from If) |
| For Each / While / Do While | Body |
| Try Catch | Try, Catch, Finally |
| Parallel | Branch 1…N (up to 8) |
| Switch | Case values + Default |
| Use Application Browser / Launch Browser | Body (all child activities share the same process/session scope) |
| Excel Application Container | Body (all child Excel activities share the open workbook) |
Collapse any container by clicking its toggle arrow. Ctrl+Shift+E expands/collapses all.
Validation & Errors Panel
The Errors Panel lists all validation warnings — missing mandatory fields, type mismatches, unknown variable references. Double-click any entry to jump to the offending activity. Fix all warnings before deploying to Orchestrator.
Run From HereRight-click any activity → Run From Selected (
Ctrl+Shift+R) to start execution from that point, skipping everything above. Useful for debugging mid-workflow without re-running long setup steps.