Workflow list, canvas, and version controls

Find an automation, edit its steps, understand Save and Create, and manage versions and data contracts.

14 min readUpdated Sep 6, 2026

Step-by-step guidance.

Before you start

Open the named screen in Rumata. Available controls may depend on your account, permissions, and resource state.

Open System Explorer → Workflows. A workflow is an automation made of connected steps.

Control	What it does
Search workflows	Find workflows in the list.
All triggers / trigger filter	Limit the list to a particular way of starting a workflow.
Refresh workflows	Reload the list and its displayed measurements.
Grid view / Table view	Choose cards or a comparison table.
Sort column heading / Filter column	Order or narrow Name, Endpoint, Requests, Avg latency, Last latency, Last hit, Created at, and Updated at in table view.
Show affected / Show all	Limit the list to workflows needing attention from the overview, or restore the complete list.
Column filter operator / value / Clear filter	Choose a comparison and value for that column. Clear filter removes that condition; it does not change any workflow.
Workflow card / row	Open its graph editor.
New workflow	Start a workflow draft. It becomes a saved workflow when you choose Create.
Workflow actions → Edit details	Open the name and description form. Save applies this metadata without changing graph steps.
Workflow actions → Manage access	Open permissions for who can read, edit, or execute this workflow.
Workflow actions → Copy endpoint URL	Copy the HTTP endpoint when this workflow has one.
Workflow actions → Copy ID	Copy its identifier.
Workflow actions → Delete	Open confirmation. The final Delete permanently removes the workflow, all versions, and its run history. Cancel keeps it.

Graph edits are local until you save. Save publishes the graph as the current workflow version; it is not just a private draft save.

Control	What it does
Back to workflows	Return to the workflow list. Resolve your unsaved work before leaving.
Workflow name	Edit the name in the graph draft.
Visual / JSON / Runs / Performance	Switch between the canvas, graph definition, execution history, and performance measurements.
Run	Open the test-run panel. The Run workflow button inside that panel actually executes the saved workflow.
Create / Save	Validate and publish the current graph. The number of issues with required settings appears beside the action.
Review first item	Open the first step needing attention so you can complete its required settings.
Access	Manage permissions. Save a new workflow first to enable this.
More actions	Open Version history, API & schemas, Groups, Copy workflow ID, and Discard changes.
Discard changes	Open confirmation to restore the last saved graph, or clear an unsaved new graph. Keep editing cancels; the final Discard changes loses the draft.

A step is a node; a connecting line describes where data goes next. Changes here form part of the graph draft.

Control	What it does
Add step / palette search	Open the step catalog and search its triggers, connectors, activities, AI, and control steps.
Step choice	Add the selected kind of step, then configure its fields. Selecting a connector first shows its available operations.
Step on the canvas	Select it and open the settings inspector.
Step Name / Close inspector	Give it a recognizable label or dismiss settings. Closing does not undo the draft edit.
Drag a step / drag a connection handle	Reposition a step or connect an output to another step’s input.
Connection / delete connection action	Select and remove a connection from the draft.
Delete this step	Remove the selected step from the draft. Save is required to publish that removal.
Zoom in / zoom out / fit view / mini-map	Navigate the diagram without executing it.
Field help icon / Advanced disclosure	Read an explanation or reveal additional settings for the selected step.

This is the technical representation of the same steps and connections.

Control	What it does
Graph definition editor	Edit the JSON text. Invalid JSON is reported in the editor.
Format	Reformat valid JSON for readability.
Apply to canvas	Load the edited definition into the graph draft. Review the canvas and Save to publish it.

Open More actions → Version history. Each saved graph version remains in history.

Control	What it does
Refresh / Close	Reload the history or dismiss the panel.
Version row	Load that graph onto the canvas. The Current badge identifies the currently published version.
Rename version / name field	Give the version a label of up to 100 characters.
Save name / Enter	Save the version label immediately without changing the immutable graph snapshot.
Cancel name / Escape	Discard the pending label edit.
Save while viewing an older version	Open restoration confirmation. Restore version publishes the displayed graph as a new current version; Cancel keeps the current published version.

More actions → Groups controls what this workflow can access through group membership. Access controls who can access the workflow itself.

Control	What it does
Refresh / Close	Reload memberships or dismiss the drawer.
Add to a group / group search / group choice	Find a group you own and add this workflow. Selecting the group applies the membership immediately; graph Save is not required.
Create a new group / Group name / Description / Create & add	Create a group and immediately request this workflow’s membership. Creating the group and adding membership are separate operations; a membership error can leave the new group in place.
Back in group creation	Return to the existing-group picker without submitting the new-group form.
Member / Pending / Requested	Read whether membership is active or still waiting for approval.
Remove from group	Open confirmation. Remove immediately withdraws membership and its inherited access; Cancel keeps it.

This panel describes the published address and the expected input/output shape. A schema is a set of rules for the data callers send or receive.

Control	What it does
Copy workflow endpoint	Copy the published URL. Check its method and any path parameters before calling it.
Open workflow endpoint	Open the published address in a new browser tab. A browser visit sends a GET request; if the route runs on GET, this can execute the workflow.
View raw JSON Schema	Expand the exact schema behind the readable field summary.
Edit schemas	Open the Input schema and Output schema text editors.
Input schema / Output schema	Edit the JSON rules for incoming and returned data. Leave an editor blank to remove that schema.
Remove beside a schema	Clear that schema in the pending edit.
Save schemas	Apply the schema changes immediately. These changes do not create a graph version.
Cancel schemas / Close panel	Leave without submitting the current schema edit.