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All user guides

Edit step names and connections

Change a task name or its next step without rebuilding the diagram.

Last reviewed:

Before you start

Open a diagram you can edit and show Table. Check the breadcrumb to confirm which level you are editing.

Steps

  1. Rename a step

    Edit Content in the relevant row. Check that the same step on the canvas shows the updated name.

    Actual screen: Receive, Check details, and Complete entered in the table and displayed in the diagram.

    What to checkThe corresponding canvas step shows the new name.

  2. Change its destination

    To change the sequence, open Next Step, change the target, and save. Check the arrows as well as the row order.

    Actual screen: the red box marks the Next Step cell in the Receive row. Click this cell to open Connection Settings. If no connection exists, the same cell reads Not connected.
    Actual screen: choosing a connection target from Next Step.
    Watch the actual steps

    The red box marks where to act or check. Silent video with captions. Video data loads when you press play. The written steps above cover the same operation.

    What to checkThe arrow points to the intended destination.

  3. Review your changes

    Use Undo if a change was unintended. Once the result is correct, check the save status.

    What to checkOther steps remain and you have checked save status.

Check your result

Your edited name and connection appear on the canvas, while the other steps you wanted to keep remain intact.

If something goes wrong

Code is a read-only view for viewing and copying. Make changes in Table. If editing is unavailable, check your permissions and the current level.

Common questions

Does rearranging rows change the flow?

Do not rely on row order alone. Check each Next Step cell and the actual arrows.

I made a mistake

Try Undo first. Reloading the page can lose unsaved changes.

Next steps

Open dashboard (Opens in a new tab)

Confirm