Description | Default view |
|---|---|
If you have access to at least one workflow (including those you've created), the default view lists all your available workflows. |
|
If you don't have access to any workflow, the default view is the template library. Template Library: The template library contains pre-built workflows for processes, including approval requests and page archiving. |
4. Make any changes to the template configuration. Configuration options include:
* Selecting a
[shape](#add_shapes_to_your_canvas) and configuring it in the right configuration panel. Click an empty area of the canvas to close the configuration panel.
* Select a flow (connect), or line, between the shapes to view the
5. Select **Save** to keep your changes.
In the 
The **Triggers** tab displays the configured triggers for this workflow version. Other than manual triggers, triggers can only be configured after a version has been deployed. Learn more about [triggers](https://domo-support.domo.com/s/article/000005179?language=en_US#manage_triggers).
# Move Around the Canvas
Use the following controls to help you move around the canvas and design your workflow:
#### Element Controls
Use the following mouse/trackpad and hotkeys commands to move shapes and flows around the canvas.
##### Select Elements
* **Single element select** **—** Left-click a node or edge of an element to select it.
* **Multi-element select —** Hold **Shift** + left-click and drag the cursor to select multiple elements.
Holding **Control** (Windows) **/Command** (Mac) and selecting multiple nodes also selects multiple elements.
* **Select All Elements —** Press **Control** (Windows) **/Command** (Mac) + **A** to select all the elements.
##### Pan
* Left-click an empty area of the canvas and drag to move the entire canvas.
#### Zoom
Zoom with the **Zoom in/Zoom out** controls.
#### Center
Selecting the 
# Add a Variable
Follow these steps to add a variable to the **Workflow variables** list:
1. In the canvas left navigation, go to the **Workflow variables** tab.
2. Select **Add Variable** to open the modal.
3. Enter a name in the **Variable Name** field. You cannot use spaces or special characters in the variable name.
4. Choose a data type from the **Data Type** dropdown. The data type may require a subtype or have additional options. Learn more about [data types](https://domo-support.domo.com/s/article/000005797?language=en_US#data_types).
If you want to make it a list variable, check the box labeled **Make List**.
5. (Optional) If you want this variable to always have a certain value when the workflow executes, select **+ Add Initial Value**.
You can then enter an initial value, depending on the data type. Learn more about [data types](https://domo-support.domo.com/s/article/000005797?language=en_US#data_types).
6. Select **Add Variable** to add the variable to the variables list or choose 
3. Edit the name or data type and select **Update** to save your changes.
Follow these steps to delete a variable in the **Workflow variables** tab:
1. Go to the **Workflow variables** tab in the canvas left navigation.
2. Hover over any variable in the list and select
3. Confirm removal of the variable.
Choosing another variable shows the associations for that selection. Select 
# Save Your Workflow
You can keep the changes to your workflow by selecting **Save**.
#### Perform a Save As
You can perform a 'save as' for your workflow by selecting 
# Configure Workflow Start
Whether you create a new workflow from a template or a blank canvas, you must configure the workflow starting shape.
#### Add Parameters
Parameters require or allow data values to be passed into the workflow when it executes. Follow these steps to add and configure your starting parameters:
1. Select your start shape to open the configuration panel, and select **Add Parameter** to open the new parameter modal.
2. In the modal, enter a name for the parameter. Spaces and special characters are not allowed.
3. Choose a data type for the parameter. Learn about the available [data types](https://domo-support.domo.com/s/article/000005797?language=en_US#data_types).
4. Use the **Required** toggle to indicate whether the parameter is required. By default, new parameters are marked as required.
5. (Conditional) If you want to assign a default value to a parameter, select **+ Add Default Value** after defining the name and data type. Default values can be changed until that workflow version is deployed.
Parameters with a default value display with a blue dot in the parameters list.
6. Select **Add Parameter**.
* (Optional) You can choose **More** (orange down arrow icon) > **Save and add another** if you are adding more than one parameter.
7. Repeat these steps for as many start parameters as needed.
The configured start parameters display in the configuration panel under **Parameters & Mapping**. A red asterisk beside the name indicates that the parameter is required for the workflow to start.
**Note:** A corresponding variable with the same name and data type is mapped to the parameter and added to the workflow variables list, accessible from the left navigation. You can map a parameter to a different variable, but it must be of the same data type.
Make changes to a parameter by hovering over it and selecting 
# Add Shapes to Your Canvas
Your workflow is a series of shapes—representing actions—connected by flows (or lines). After adding shapes to your canvas, you can drag them around to change the visual design of your workflow. Dragging a shape also drags any flows attached to it.
Add a shape to the canvas by selecting 
In the action menu, possible actions are grouped together, as described below.
* **Flow Controls —** Flow controls manage the direction of the workflow. There are four available:
* *Conditional Logic —* Applies IF/THEN statements to your workflow. Learn how to configure [conditional logic](https://domo-support.domo.com/s/article/000005797?language=en_US#conditional_logic).
* *Parallel Logic —* Forces your workflow to perform independent steps in parallel. Learn how to configure [parallel logic](https://domo-support.domo.com/s/article/000005797?language=en_US#parallel_logic).
* *Wait —* Delays the workflow for a specified interval before allowing it to continue. Wait actions can only have one outgoing flow.
After adding a wait action, you can name it in the configuration panel. Use the **settings** dropdown in the parameter section to enter a custom value.
* *End —* Terminates the workflow. A workflow can have multiple End shapes if the design has places where one flow branches into two or more. Name and describe each End shape in the configuration panel.
* **User Tasks —** A user task represents a human interaction. It can have multiple incoming flows but only one outgoing flow. There are two kinds of user tasks:
* *Email —* Automatically sends an email to chosen recipients. Recipients can then respond using options embedded in the email body. Learn how to [configure an email](https://domo-support.domo.com/s/article/000005797?language=en_US#email).
* *General task —* Allows you to choose a queue and assign a needed form to a specific user. Learn how to [configure a general task](https://domo-support.domo.com/s/article/000005797?language=en_US#general_task).
* **Custom Functions —** A custom function automatically executes a pre-defined code package to perform a specific job before moving to the next step in the workflow. It can have multiple incoming flows but only one outgoing flow.
Learn how to [configure](https://domo-support.domo.com/s/article/000005797?language=en_US#custom_function) and [test](https://domo-support.domo.com/s/article/000005797?language=en_US#test_a_function) a custom function.
* **AI Tools —** Pre-built AI functions to perform tasks in Domo. These include:
* *Domo AI Service Layer —* Use services like Image to Text, Text Generation, and Text to SQL.
* *Domo Jupyter —* Add and execute a Jupyter Notebook in your workflow. Learn more about [Jupyter Notebooks in Workflows](https://domo-support.domo.com/s/article/36004740075?language=en_US#executions_via_workflows).
* **Query Table —** Query and retrieve data from a Domo DataSet in your workflow. You can include variables in your query and preview it before sending.
Learn how to add a [query table](https://domo-support.domo.com/s/article/000005797?language=en_US#query_table).
If only warnings or information issues are found, a dialog with an orange border displays. You can either review the warnings in validation mode or check the box to acknowledge their potential negative impact during runtime and select **Deploy** to proceed with the deployment.
From either dialog, selecting **Review Issues** opens the canvas in validation mode.
# Review Issues in Validation Mode
In validation mode, any shape with validation issues displays with the icon and colored border associated with its most severe validation issue. Selecting a shape also expands the message panel at the bottom of the canvas with details of each error.
#### Message Panel
The message panel displays information about all issues detected in the workflow version and how to resolve them, separated by individual shapes. General workflow validation issues display when no shape is selected.
The ribbon at the top of the message panel includes the name of the shape (if one is selected), the total number of issues for that shape (or the total number of general issues), controls that allow you to page through the message panel to view every shape with issues in the workflow, and a control to 
Shapes without validation issues do not appear in the message panel.
As you move through the screens of the message panel, if a certain shape has more than one type of issue, the issues display in severity groupings—error messages separated from warning messages, for example.
