Using the Workflow Editor

The workflow editor is the visual builder for creating and editing workflows in the Bolna dashboard. Everything it produces is the same draft, version and publish model the API uses underneath — the canvas is just another way to edit the same definition.

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Opening the editor

Navigate to Workflows in the dashboard. Existing workflows are listed as cards showing their id, current status, and either their live version or Draft — never published.

• Click Create to start a blank workflow. It opens directly in the editor with a single Start node already on the canvas.
• Click Import to clone an existing workflow by its id — paste the source workflow’s id and optionally rename the copy.

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Editor layout

Like the graph agent editor, the workflow editor has a canvas in the centre and an Inspector panel on the right that opens for adding nodes, editing a selected node’s config, or the panels described below. The workflow’s id sits in the breadcrumb at the top, with a copy button next to it.

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Toolbar

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Adding a node

Click Add node to open the catalog in the Inspector. Nodes are grouped the same way as the node reference: Click a node type’s + to drop it on the canvas, then connect it and open it to configure its fields — the same fields documented per type in Workflow Nodes. Wait here is the time node type in the API, and Condition is a branching-only node for evaluating an expression without any side effect, alongside the cases every other node type already carries.

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Adding a node from an existing one

Hovering a node on the canvas (or opening it in the Inspector) shows a small toolbar with three icons — duplicate, +, and delete: Clicking + here skips the catalog: it drops a new node already connected to that one, so you don’t have to add a node from the catalog and then draw the connection yourself. This is the faster path once a graph has a few nodes in it — reach for the catalog (above) when you need a specific node type or the next node isn’t adjacent to an existing one.

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Finding a node on a crowded canvas

Once a workflow has many nodes, use the search (magnifying glass) button to jump to one by name or type, rather than scrolling and panning:

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Validating

Click the checkmark button to validate the current draft without publishing it. A badge on the button shows the number of unresolved issues, matching the severity: "error" count the Validate API would return. If there’s no unpublished draft to check — for example, right after a fresh publish — validating says so instead of returning an empty issue list:

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Version history

Every publish creates a version, exactly like the Publish API. Open History to see them all, newest first, with the live one marked Current: Each version’s menu lets you inspect or act on it without leaving the list:

• View — opens that version’s definition read-only.
• Restore — loads it back into the current draft for further editing. This doesn’t publish anything by itself; you still validate and publish the restored draft like any other edit.
• Save as new workflow — copies that version into a brand-new workflow, leaving this one untouched.

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Next Steps