Organizing playbooks in the Canvas (drag-and-drop)

the canvas provides a visual way to organize your playbooks you can rearrange actions, conditions, loops, and flows using drag and drop to quickly adjust logic without rebuilding your playbook canvas tool panel the canvas includes a floating tool panel in the top left corner that provides quick access to commonly used actions while building and editing playbooks this panel stays visible as you work, allowing you to easily interact with the canvas without navigating away tool panel options the tool panel includes the following options build with hero ai opens the hero ai panel on the right side of the canvas allows you to build and modify playbooks using ai assistance open add panel opens the add panel on the left side of the canvas lets you browse and add items to your playbook edit menu the edit menu provides the following quick actions for managing nodes (actions, conditions, loops, etc ) within a playbook option description shortcut cut removes the selected item and copies it to clipboard ⌘ x copy copies the selected item ⌘ c paste pastes the copied item into the canvas ⌘ v group groups selected items together (if supported) ⌘ g disable disables the selected item without deleting it ⌘ j undo reverts the last action ⌘ z redo reapplies the last undone action ⌘ ⇧ z undo and redo the canvas includes undo and redo buttons for quickly reversing or restoring changes undo reverses the most recent action redo reapplies the most recently undone action key details supports up to 30 undo and redo actions per session applies to all canvas changes, including drag and drop actions edit menu actions (cut, copy, paste, disable, etc ) configuration and editing steps undo and redo are only available during the current editing session once the playbook is saved, undo and redo history is cleared and cannot be used webhook trigger limitation undo and redo are not supported after generating a webhook url once you click generate url , the configuration changes are saved to the backend since undo/redo applies only to ui changes, these updates cannot be reverted configuration changes are grouped undo/redo does not track individual field changes inside the configuration panel instead all changes are grouped when you click apply a single undo will revert all configuration changes made in that session a redo will reapply them together use these controls to quickly correct mistakes or test changes while building your playbook node toolbar (right click options) when you right click on any node in the canvas (such as an action, trigger, or webhook), a horizontal toolbar appears above the selected item this toolbar provides quick access to common actions toolbar options option description more options opens additional actions (such as cut, copy, paste, disable group, etc ) configure opens the configuration panel for the selected node edit allows you to modify the node’s basic details delete removes the selected node from the canvas disable / enable toggles the node on or off without deleting it behaviour the toolbar appears only when a node is selected or right clicked disable option changes to enable when a node is disabled to enable it again, click enable disabling an action prevents it from running when the playbook is executed the action remains in the canvas but is skipped during execution this is useful for testing and debugging specific parts of your playbook when an action is disabled, a “disabled” label appears at the top of the action configuration panel opens in a new window where you can edit inputs, outputs, and other settings edit panel opens on the right side of the canvas flow options each flow in a playbook includes a three dot menu in the top right corner that provides options for managing the flow flow menu options option description move left moves the flow one position to the left move right moves the flow one position to the right edit opens the flow details panel to update name, description, and settings disable / enable disables or enables the flow without deleting it delete removes the flow from the playbook behaviour reordering flows use move left or move right button to rearrange flows within the playbook disable / enable flow you can disable entire flows in a playbook to temporarily exclude them from execution when a flow is disabled, a “disabled” label appears at the top of the flow the disable option changes to enable click enable to restore the flow edit flow opens the flow details panel allows you to update the flow name and description includes an option to enable or disable the flow cut, copy, and paste you can use cut, copy, and paste to quickly duplicate or move nodes and flows within the canvas basic actions action description shortcut cut removes the selected node(s) and copies them ⌘ x copy copies the selected node(s) ⌘ c paste pastes copied node(s) into the canvas ⌘ v how to paste right click on the + (plus) icon at the open end of a node in a flow select paste to insert the copied content multi selection you can select and work with multiple nodes within a flow at the same time select multiple nodes hold down the shift key click and drag across the canvas to select a region all nodes within the selected area will be selected behaviour multi selection works within a single flow only you cannot select nodes across multiple flows at once each node is treated independently, even if connected to others you can perform actions (copy, cut, disable, etc ) on selected nodes copy and paste behaviours copying between flows you can copy nodes from one flow and paste them into another flow pasting at the end (+ icon) adds the nodes to the flow you can paste partial sections of a flow, including connected nodes overwriting content if you paste onto an existing action node, it will replace (override) that node with the copied action if you paste an entire flow onto another flow, you will see a prompt “overwrite flow” options overwrite or cancel edge placements you can paste copied nodes at the edge (end) of another flow the structure is preserved as much as possible if you copy only part of a flow, some actions may depend on other actions that were not included in your selection in this case, you may see the following warning “paste warning some actions contain references to actions that were not included in the selection those references have been marked as deleted ” when copying a loop or parallel node, you only need to select and copy the top (parent) branch all associated child nodes within that structure are automatically included in the copy review the pasted nodes to ensure they still work as expected canvas navigation you can zoom and move around the canvas to better view and organise your playbooks zoom in and out use the zoom controls (+ / –) at the bottom of the canvas you can also zoom using your touchpad by pinching (two finger swipe) this helps you focus on specific parts of your playbook or view the overall structure move around the canvas (pan) click and drag on an empty area of the canvas to move around you can reposition your view up, down, left, or right flows move together within the canvas as you navigate this allows you to manage space and organize large playbooks more easily testing and run behaviour when running or testing a playbook disabled actions are skipped automatically in test data , disabled actions are marked with a disabled status (alongside statuses like success or failed) in runs , you will see a message “this action was skipped because it was disabled ”