Workflow Builder

The InsightConnect Workflow Builder is where you'll create custom workflows. From here, you can access the different parts of the builder to put together your workflows. There are two main sections in the workflow builder -- the canvas and the configuration panel.


This is where the workflow will be displayed and built. You can also zoom in and out on the workflow.

Working in the Canvas

To move around in the Canvas and view different parts of your workflow, click any empty space in the Canvas and drag the screen into your desired view. To resize the Canvas, use your mouse' scroll function to zoom in and out. If you use Cmd+/- or Ctrl+/-, you will resize the entire window.

Canvas Details

When you finish configuring steps, the step names appear above each step icon. Steps are displayed with these indicators:

  • Blank small blue circle - the new step has not been configured yet
  • Green circle, square, or diamond with icon or logo - the step was successfully configured
  • Blue circle, square, or diamond with icon or logo - you are currently modifying this step

Configuration Panel

This is where you will configure and test your workflow and all workflow steps. Collapse the panel by clicking the X in the upper-right corner, and open the panel by adding or editing a step, or by testing a workflow.

Working in the Configuration Panel

Within the Configuration Panel, you will set all parameters for every workflow trigger or step. Each step's configuration is a bit different from the others, but you'll need to name and describe all types.

Get Help While Configuring Steps

Some types of steps require more complex configuration, so click on the Help button to read more about available options. Action Step plugins also have plugin documentation. Access plugin docs by opening the dropdown for a plugin in the "Choose a Plugin" step.