In this topic, we showcase the automation product’s main User Interface elements and describe how to interact with them.
Components pane is located on the left side of the automation screen. It contains all the building blocks for you to create an automation flow. To add components to the automation flow, drag them from the components pane to your flow on the diagram. To minimize the component’s pane, click <.
Automation Flow Diagram
In the middle of the screen, you see a diagram with the automation flow. You can move around the diagram by clicking on any free spot and moving your mouse. You can zoom in and out using the + and - buttons. When you hover your mouse over a component, two additional options appear: Delete and Enable/Disable. If you disable a component, the automation will ignore it and try executing the flow without it. To delete a component from the diagram, perform one of the following actions:
- Hover your mouse over the component on the diagram and click .
- Click ⋮ in the component settings and choose delete.
- Select your component on the diagram and press delete key on your keyboard.
Component settings appear on the right side of the screen. This pane is used to customize your components. It differs depending on the component you click on. It can be used to select connections, choose actions, set conditions, and more. To learn about the settings of a specific component, visit the Components chapter.
Automation Management Pane
At the very top of the automation screen, you may find an automation management pane. Use it to name your automation, run, clone, or delete your automation by using the icons on the right. Or move your automation to a different workspace by clicking ↓ next to the lamp icon on the left.
Advanced Settings Pane
Advanced settings pane is located right below the automation management pane. Here, on the left you can check which connections are involved in current automation and declare variables to use in the automation flow.
Once you save your automation, three additional tabs appear in the middle: Model, Monitor, and Log. Model is the default tab used to create the automation flow. Monitor and Log tabs are used to analyze your automation runs.