Moving Around the Canvas
The workspace is an endless canvas. A process can grow past the screen in every direction, so the first thing to learn is how to move the view and how to pick out the steps you want to work on.
Moving the view
| Gesture | What it does |
|---|---|
| Drag on empty canvas | Moves the canvas under the pointer |
| Two-finger scroll (or mouse wheel) | Moves the canvas up, down, left and right |
| Pinch, or hold Ctrl / Cmd and scroll | Zooms in and out around the pointer |
Dragging never moves a step unless you started the drag on that step, so you can grab any empty spot and pull the process into view.
Zoom follows the pointer, not the centre of the screen. Point at the part of the process you want to look at before you zoom, and it stays under the pointer as the canvas grows.
Selecting steps
| Gesture | What it does |
|---|---|
| Click a step | Selects it, and opens its settings in the configurator |
| Shift and drag on empty canvas | Draws a selection box, selecting every step fully inside it |
| Ctrl / Cmd and click | Adds a step to the selection, or removes it again |
| Click empty canvas | Clears the selection |
Shift is what separates the two drags: without it you move the view, with it you select. A selection of several steps can be copied, pasted and deleted in one go, see Builder Menus.
Selecting a single step switches the configurator from the process settings to that step’s settings. Clearing the selection switches it back.
Moving steps
Drag a step to move it. Drag several selected steps and they move together, keeping their relative positions.
Position is yours to decide: it carries no meaning for the run. The order steps execute in comes from the connections between them, not from where they sit, so you can arrange them for readability without changing behavior.
Laying the process out again
Right-click empty canvas and choose Format Process to lay every step out from scratch, following the connections. Use it after a stretch of building has left the canvas untidy, or when an imported process arrives with everything stacked in one place.
Formatting moves every step. If you have arranged a large process by hand, that arrangement is gone. It is an ordinary edit, so Undo in the action bar brings it back.
Connections
Drag from a step’s outgoing handle to another step to connect them. Hover a connection and two controls appear on it: one inserts a step in the middle of it, the other removes it.
Right-clicking a connection deletes it straight away, with no menu and no confirmation. Undo restores it.