As a developer, when creating process automation, you can use the shortcut menu and toolbar in the process editor for quick access to common actions like Cut, Paste, Undo, and Redo. This functionality enhances efficient editing and workflow management.

Additionally, the Issue browser assists in identifying and navigating errors or warnings within specific nodes, enabling you to resolve issues promptly and maintain process accuracy.

Toolbars

Toolbars in process workflow development provides quick access to essential tools within the editor, which streamlines the design and editing of workflows. They enhance productivity by allowing developers to easily perform actions such as copying items, undoing or redoing changes, and managing process components. Use these tools to reuse elements in your process workflow:
  • Find a file. To search automation and, upon selecting it, add it to the editor next to the currently focused node.
  • Search in the automation: Search for text across all elements in the editor. This feature allows you to quickly locate specific elements within complex workflows by finding matches based on keywords or text. It helps you efficiently navigate, troubleshoot issues, and make updates without having to manually browse through the entire process.
  • Undo action: Allows you to reverse the most recent action or change made in the process editor.
  • Redo action: It lets you restore changes if you decide to keep them after undoing them.
  • Copy items: Copies the selected element to the clipboard for reuse in the process.
  • Cut items: Copy and remove the selected elements from the process workflow.
  • Paste items: Paste one or more elements after the highlighted one, or at the end if nothing is highlighted.
  • Remove items: Deletes the selected elements or components from the process automation workflow.
  • Swimlanes: Allows you to add (vertical or horizontal) and remove swimlanes into your process workflow.

Keyboard shortcuts

Review the list of keyboard shortcuts that are supported:
Table 1. General
Keys Action
F5 Run
ctrl H Open Search and replace (Assistant)
ctrl Shift F Open Advanced search (Assistant)
ctrl F Search in the automation
Table 2. Edit
Keys Action
ctrl Z Undo
ctrl C Copy node
ctrl V Paste node
ctrl S Save file
ctrl Y Redo
ctrl X Cut node
delete Delete node
F3 Find a file
Table 3. Navigation
Keys Action
esc Close node details or clear cursor
ctrl A Select all

Assistant

The Assistant feature in the process editor helps you edit workflows by listing errors in the Issue browser when you save the process. It includes a Search and Replace feature that allows you to find and replace text, strings, or variables with others of the same type. Additionally, the Advanced search lets you locate the exact action line and details where the search text appears, apply filter criteria, and easily navigate through the results for efficient editing.
Issue browser
When you open the Issue browser, it displays the total number of errors in the process. Each error entry shows the element icon, name, and number. Clicking an error automatically selects the corresponding node in the editor and scrolls to bring it into view. Additionally, the property panel opens to highlight the relevant errors in red for that node. This functionality enables quick navigation and efficient resolution of errors within the editor, including both nodes and their properties.

Displaying issue browser feature

Advanced search
As a developer editing a process flow, you can use the Advanced Search feature to precisely locate the exact action line and its details.
Search filters: You can apply filters to refine search results and quickly find the desired text:
  • Canvas : Search for any text within the canvas.
  • Text value: Search for text within element details.
  • Variable names: Search for variable names within action details
You can select or clear one or multiple filters based on your search needs

Results: After entering the search text and applying filters, the Advanced Search page displays each matched element’s icon, element name, type, number, and the count of matches. The Results header shows the total number of matched elements and the count of matches within the selected action or line item. Each result is listed as: Action | Line number | Number of matches. Selecting a specific line item highlights the corresponding element on the canvas and scrolls to its location. The related property panel also opens automatically. If multiple results are found, you can navigate through them using the Back and Next buttons to move between matched lines efficiently.

Displaying advanced search feature

Search and replace
As a developer editing a process flow, you can use the Search and replace feature to find text values, variable names, or long text with multiple matches and replace them with your desired terms or keywords.

The Results header shows the total count of matched items along with the element icon, name, type, number, and the number of matches. For each item listed, the line number containing the action and the total matches within the action details are displayed as:Action | Line number | Number of matches. You can select one or multiple line items where the search keyword appears for replacement. When you click the Replace button, all selected items are replaced automatically.

Displaying find and search feature

Other options in process editor

At the top right of the editor’s menu bar, click the vertical ellipsis to access the following options that assist you in building your process.
  • Check in: You can check in a process automation from the private workspace to the public workspace to make it available for other users.
  • Delete: You can delete a process permanently.
  • Dependencies and references: You can view the immediate files used in a process:
    • Dependencies: Displays the files that the process depend on.
    • References: Displays the files that depend on the process.
  • Properties:This option allows you to update the process’s file name, description, or file path.

Additionally, you can use the Resource Center (in-product help) widget at the bottom of the editor to access real-time documentation while working within the interface and building automations.