Managing Workflow Nodes

Nodes enable you to add steps and decisions to your Workflow.

Editing a Workflow Node

When you select a single Node, you can drag it to reposition, and additional options display on the Toolbar.

• Align Text - Left, Centre or Right

• Copy - then right click to Paste

• Delete

• Properties - see Node Properties

• Select All - enables options to Align, Distribute and Resize all Nodes

• Undo and Redo

When you use Select All or press CTRL and select multiple Nodes, further options display.

• Align - Left, Right, Top, Bottom, Centre Vertically or Centre Horizontally

• Distribute - Vertically or Horizontally

• Resize - Make all Nodes the same size

Node Properties

To update the Properties of the selected Node, select Properties from the toolbar or right click and choose Properties from the menu.

• Text
  Select to Add/Enter text into the node.

  

  Note - Double clicking a Node also opens the Text Editor.
• Taxonomy
  Create tags for searching.
  See - Workflow Taxonomy.
• Item style
  Select the Item Style drop-down to choose a different style.

  

  Note - Node Styles are created in the Admin app using the Node Styles section.
  If there is a Selected Node style, this doesn't preview when designing the Workflow.
• Height
  Adjusts the height of the selected Node.
• PDF Order
  Define what order the Nodes display when the Workflow exports to PDF.
  See - Ordering Nodes.