Moving and Shaping Items
Creating and updating a Workflow involves adding items to, and removing items from, the Workflow Canvas. Items can be either Nodes, Transitions or Transition Names. Typically a User adds Nodes and then connects them with Transitions. Along the way they configure their Nodes and Transitions by assigning names, descriptions and other configuration details.
There are a number of ways to move items on the Canvas. Before an item or items can be moved they must first be highlighted. Moving operations can be carried out on one highlighted item or multiple highlighted items.
Drag and Drop
To drag items around the Canvas, highlight them and drag them using your mouse drag gesture.
1) Hold down your left mouse button on one of the highlighted items.
2) While holding down your left mouse button drag your items across the canvas. Release the button to stop dragging your items.
Note: You can move highlighted items around the canvas by using your arrow keys.
If you move two Nodes joined by a Transition, then the Transition will move in the same direction that you move the Nodes. In addition it is possible to move the start and end points to different Nodes altogether.
1) Highlight the Transition you wish to move
2) Select the end of the Transition you wish to move by clicking on the black box (nearest its connection point to a Node) and begin dragging.
3) Once the box you are dragging is over the Node you wish to connect the Transition to, stop dragging.
Note: If you wish to cancel the move mid-way through dragging one end of your Transition, simply stop dragging and the Transition will snap back to its original position.
It's also possible to move highlighted items around the canvas using the arrow keys on your keyboard. Simply select one or more items and once they are highlighted, use your arrow keys.
Note: You can move your items one pixel at a time for better precision. To do this, hold down the control key. To move your items double the normal distance, hold down control and shift.
Mouse Wheel Controls
It's also possible to move highlighted items up and down using the wheel on your mouse (assuming you have one). Simply select one or more items and once they are highlighted, roll your mouse wheel upwards and downwards.
Note: To accelerate movement in this mode, hold down control at the same time. To increase acceleration further, hold down control and shift.
Alignment and Layout
The Workflow Designer allows your to display a grid that makes is easier for you to line up your items horizontally and vertically. When this mode is enabled, the Workflow Designer will "snap" items into place next to the nearest grid lines vertically and horizontally.
1) Click on the Snap Grid button in the Control Bar.
2) A grid will be shown inside the Canvas.
3) Move your items using any of the ways described above.
Shaping and Sizing Items
As well as moving items around the Workflow Designer Canvas, you can also change the shape and size of them.
When you select and highlight a Node, you can change their size, by dragging one of the black boxes that surrounds the highlighted node.
This can be combined with multiple selection of items to enable re-sizing of multiple Nodes.
It is possible to change the shape of Transitions to make them easier to interpret and also to ensure you do not need to have Transitions overlapping Nodes and other Transitions. You can change the shape of your Transition by creating vertices or "bend points".
This is explained below:
Note: vertex is the intersection of two lines. A corner to most people! The plural of vertex is "vertices".
Creating a new Vertex
1) Highlight the Transition you wish to bend.
2) Drag the black box at the point at which you wish to create your vertex.
3) Once you have finished positioning your new vertex, de-select your Transition to see the results.
4) Repeat as required.
Note: You will notice that whenever a new vertex is created, two new boxes appear between the location of the new Vertex and the two black boxes closest to the new vertex. This ensures that you can create more complex Transition shapes if required.
Removing a Vertex
1) Highlight the Transition you wish to re-shape.
2) Drag the box on the vertex that you wish to remove.
3) When the entire line becomes red, stop dragging.
4) Your vertex will be removed.