Steps ​

Once a trigger has started a workflow and the initial objects are inserted into the runtime context, the rest of the workflow is all about the steps.

There are two types of steps, filters and actions. In short, a filter step determines if the workflow continues or not and an action step carries out one or another type of change.

You can read more about filters and actions on the respective doc page, the rest of this doc will talk about how to add, remove or rearrange steps in the workflow editor.

Adding steps ​

When you first create a workflow and have selected a trigger but before the first step has been added. The UI will ask you to add either a filter step or an action step as the first one.

Regardless of which type of step you add, the option to add more steps of either type will always be visible after the last step in the workflow.

Hiding, showing or reordering steps ​

Each step in a workflow has a title bar that describes what kind of step it is. Action steps have the action name written out while filter steps will only say "Filters".

On the right-hand side of the title bar a couple of control icons are shown:

• Up and down arrows - The arrows allow you to move a step up or down in the order of steps. The up arrow is disabled if it's the first step in the workflow and the down arrow is disabled if it's the last step in the workflow
• Minimize button - The minimize button, visible in the first image above, hides the content of the step so that only the title bar remains visible. This can be useful to make a workflow easier to overview if you have a long workflow with many steps.
• Maximize button - When a step already is minimized, the minimize button is replaced with a maximize button as shown in the second image above.
• Delete button - The "X" button on the far right deletes a step from the workflow.