Workflow canvas

The workflow canvas is a visual editor where you connect your form’s nodes into a directed graph. Each node is a card; each arrow is an edge that tells the engine which node to visit next. Switch to the Workflow tab in the top bar to open it.

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Node types and colours

Each node type has a distinct colour so you can read the flow at a glance. Source handle — the small circle on the right/bottom of a node. Drag from here to create an outgoing edge. Target handle — the small circle on the left/top of a node. Drop an edge here to connect it as incoming.

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Connecting nodes

To draw an edge between two nodes:

1. Hover over the source node — the source handle appears.
2. Click and drag from the handle.
3. Drop onto the target node or its target handle.

The edge is created immediately. If conditions are configured on it they appear as a label on the arrow.

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Edge types

A node may have multiple outgoing edges. The engine evaluates them in priority order (lowest number first). The first edge whose conditions are satisfied is taken. See Conditional branching for the full evaluation model.

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Entry node

The entry node is where every respondent starts. It is marked with a special indicator on the canvas. To change the entry node:

1. Select the node you want to use.
2. In the right panel, click Set as entry.

Only non-End nodes can be set as the entry node.

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Fallback end node

When the engine reaches a node with no matching outgoing edge, it sends the respondent to the fallback end node. To set it:

1. Select an End node.
2. In the right panel, click Set as fallback end.

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Canvas controls

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Deleting edges

Click an edge label or arrow to select it, then press Delete. Alternatively, open the source node in the right panel and remove the edge from the Outgoing edges list.

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Next steps