Add a Node

FAQ — Add a node (Workflow)

What is a "node" in a workflow?

A node is a single step or element on the workflow canvas that represents an action, decision, wait, or other discrete part of a workflow. Nodes are placed and connected on the canvas to define the sequence and logic of the workflow.

How do I add a node to a workflow?

Open the workflow editor and use the canvas controls to add a node (commonly via a "+" or Add Node control). After placing the node, choose the node type, complete the node configuration form (name, settings, any required fields) and save the node so it appears on the canvas and can be connected to other nodes.

What configuration is typically required when adding a node?

When adding a node you will typically set a node name and any node-specific options (such as action details, conditions, assigned users, or timing parameters). The guide shows completing the node form and saving the configuration so the node is usable in the workflow.

How do I connect the new node to the rest of the workflow?

After adding and saving a node on the canvas, connect it by drawing or creating a link/connection between the node and existing nodes (for example, dragging from a connector point or using a connection tool). That connection defines the flow from one node to the next.

What node types should I expect to choose from?

The add-a-node guide covers adding nodes that represent different roles in a workflow such as actions, conditions/decisions, waits/timers, and other step types supported by the editor. The available types depend on what the workflow engine supports in your environment.

Are there permission or role requirements to add a node?

To add or modify nodes you generally need workflow edit permissions or ownership of the workflow. If you lack the required permissions, the add-node controls will be unavailable or saving changes will be blocked; contact your workspace administrator to get edit rights.

How can I test or validate a node after adding it?

After adding and configuring a node, save the workflow and use any available validation or test/run features in the workflow editor to confirm the node behaves as expected within the sequence. The guide directs you to save and then validate or test the workflow to confirm connections and settings.

What should I do if the node won't save or shows a validation error?

If saving a node fails or a validation error appears, check that all required fields in the node configuration have been completed, that connections are valid, and that you have permission to modify the workflow. Fix any missing fields or connection issues and try saving again.

Can I change a node after I add it?

Yes — nodes can typically be edited after creation by selecting the node on the canvas and opening its configuration to make changes, then saving. If you need to remove a node, use the delete/remove option provided by the editor (note: deleting a node may impact workflow logic or connections).

Where can I find step-by-step guidance or related workflow topics?

For step-by-step instructions and related workflow topics, see the workflow user guide and the user guide index for additional workflow tools and configuration pages. For the specific add-a-node instructions, refer to the Add a Node page directly.

References — related user guides

more information — User Guide index

more information — Workflow overview and hub

more information — Add a node (detailed page)