--- title: "Design Workflow" slug: "design-workflow" updated: 2026-05-04T06:16:48Z published: 2026-05-04T06:16:48Z canonical: "help.symphonysummitai.com/design-workflow" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Design Workflow The Workflow Designer provides a visual interface for creating and managing object-driven workflows. It enables administrators to design workflow logic using drag-and-drop nodes, configure conditions and variables, and define execution paths. The screen includes the canvas, control panel, and configuration options to build, validate, and simulate workflows before deployment. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-8YMCKKVF.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A42%3A00Z&se=2026-11-07T17%3A42%3A00Z&sr=c&sp=r&sig=RFLZ0Fx26jdnhZVIGGLlBqV0LbXUiYVgax6OzQpv3uQ%3D) Figure: Workflow Canvas The Workflow Canvas Layout comprises the following entities: - [Workflow Header Actions](/apex/docs/design-workflow#workflow-header-actions) - [Control Nodes Panel](/apex/docs/design-workflow#control-nodes-panel) - [Workflow Canvas](/apex/docs/design-workflow#workflow-canvas) - [Zoom Controls](/apex/docs/design-workflow#zoom-control) - [Canvas Controls](/apex/docs/design-workflow#canvas-control) #### Workflow Header Actions Header Actions enable users to save the workflow, execute it with required inputs, discard changes, and access additional options or execution history. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-26MKRCPN.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A42%3A00Z&se=2026-11-07T17%3A42%3A00Z&sr=c&sp=r&sig=RFLZ0Fx26jdnhZVIGGLlBqV0LbXUiYVgax6OzQpv3uQ%3D) The header actions provide quick access to key workflow operations. | Field | Description | | --- | --- | | Navigation Breadcrumb | Displays the workflow hierarchy, allowing quick navigation between workflows. | | More actions () | The More actions menu provides additional actions to manage and control the workflow lifecycle. \| Field \| Description \| \| --- \| --- \| \| Basic Details \| Opens the workflow properties to view or update general information such as name and description. \| \| Publish \| Makes the workflow available for use in the application \| \| Deploy \| Deploys the workflow to the target environment for execution. \| \| Run (Simulation) \| Executes the workflow in simulation mode to validate logic without impacting live data. \| | | Field | Description | | Basic Details | Opens the workflow properties to view or update general information such as name and description. | | Publish | Makes the workflow available for use in the application | | Deploy | Deploys the workflow to the target environment for execution. | | Run (Simulation) | Executes the workflow in simulation mode to validate logic without impacting live data. | | Version History | The Workflow Designers manage multiple workflow versions with safe updates, controlled releases, and rollback when needed. It records all versions draft, published, and deployed and allows users to: - Create new versions - Switch between versions - Restore previous versions | | Cancel () | Cancels the current workflow configuration session without saving changes. | | Run () | Executes the workflow in a simulated environment for validation. | | Save | Saves the current workflow configuration as a draft. | ### Control Nodes Panel The Control Node Panel provides a set of configurable nodes used to define workflow logic and control execution flow. It allows administrators to build workflows by selecting and placing nodes onto the canvas. For more information, refer the following links: 1. [Conditional](/apex/docs/conditional) 2. [Notification](/apex/docs/notification) 3. [Custom Code](/apex/docs/custom-code-node) 4. [Approval](/apex/docs/approval) 5. [Wait for Condition](/apex/docs/wait-for-condition) 6. [Set Value](/apex/docs/set-value) ### Workflow Canvas The Workflow Canvas is the primary workspace used to design, configure, and validate workflows. It provides a visual interface where administrators can place nodes, define execution paths, and configure workflow logic. Users can drag and drop nodes from the Control Node Panel onto the canvas and connect them to define the workflow sequence. The canvas also supports configuration of workflow properties, including input variables required during execution.. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-5JTPO83J.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A42%3A00Z&se=2026-11-07T17%3A42%3A00Z&sr=c&sp=r&sig=RFLZ0Fx26jdnhZVIGGLlBqV0LbXUiYVgax6OzQpv3uQ%3D) Figure: Workflow Canvas **Core Components** - **Start Node**: Defines the entry point of the workflow. - **End Node**: Defines the completion point of the workflow. - **Workflow Connections**: Establish execution paths between nodes. A workflow is considered valid only when both Start and End nodes are present. The Workflow Canvas supports detailed configuration of workflow logic, including: - **Node configuration**: Define properties such as conditions, approval rules, notification settings, and data updates for each node. - **Flow control**: Connect nodes to establish execution paths, including sequential and parallel flows. - **Conditional branching**: Configure decision points to route the workflow based on defined criteria (for example, priority, category, or status). - **Data handling**: Use variables and input/output mappings to pass data between nodes during execution. - **Validation and testing**: Validate workflow logic and use simulation to verify execution paths before deployment. #### Zoom Control The Zoom Control allows users to adjust the view of the Workflow Canvas for better visibility and navigation. - Zoom in to view node details and configurations more clearly. - Zoom out to view the overall workflow structure. - Improves usability when working with large or complex workflow #### Canvas Control The Fit to Screen option automatically adjusts the canvas view to display the entire workflow within the visible area. - Centers and resizes the workflow layout for full visibility - Eliminates the need for manual zoom and scrolling - Useful for reviewing complete workflow structure