Add or Remove Tools
To add a tool to a workflow, select any tool from the tool palette and drag it onto the workflow canvas, or right-click the workflow to access a menu to insert tools. Go to Tool Categories for more information.
To remove a tool from a workflow, select the tool, and use the Delete key on your keyboard.
To connect tools in a workflow, drag a tool from the tool palette onto the canvas near the output anchor of another tool. You can also drag the output anchor from an existing tool to the tool you just added.
Connections go in through the left side (or top) of a tool and out through the right side (or bottom) of a tool. Some tools accept multiple inputs indicated by multiple input anchors. Some tools have optional inputs indicated by a gray input anchor. All tools with an output anchor can be output to multiple streams.
Select a tool to display the incoming and outgoing connector indicators. The connector input to a tool displays in green. The connector output from a tool displays in blue.
Select the connection and use the Delete key on your keyboard. Downstream tools are not deleted.
- Right-click the connection and select Insert in Connection, then select a tool.
- Drag a tool from the tool palette or anywhere on the canvas and hover over an existing connection.
- Right-click the output anchor and select Insert After, then select a tool.
You can view a list of possible tool connections and make multiple connections at the same time. For example, this is useful for connecting multiple data inputs to a single downstream tool.
To make multiple connections...
- Select a tool on the canvas. If the tool accepts both an input and output, specifically select the input anchor or output anchor of the tool to determine the list of possible connections to or from that anchor.
- Right-click the selected anchor and select View Possible Connections.
- In the Possible Connections window, select one or more tools from the Output Connections list to connect to one or more tools from the Input Connections list.
- Under Connection Type, select whether to make the connection Wired or Wireless.
- Select Connect.
If you view possible connections for multiple selected tools, only valid connections from output to input anchors are shown.
Double-click any connection to view and modify its properties in the Configuration window:
- Name: Enter a name for the connection.
- Wireless: Select to set a connection to wireless.
- Fields: In the table, view data going through the connection.
For wireless connections, a wireless connection icon with colored bars indicates the number of connections coming into or out of an anchor:
- 1 bar equals 1 connection.
- 2 bars equals 2 connections.
- 3 bars equals 3 or more connections.
The connection becomes invisible unless the tool is selected.
Copy and Paste
To control where an item pastes onto the canvas, select the item, copy it (Ctrl+C), select where you want to paste the item, and then paste it (Ctrl+V). Designer pastes the item at the same point as the cursor.
Designer prompts you to save unsaved workflows when you have one or more unsaved workflows and you attempt to exit the application. Designer displays Save changes to the following workflows? and provides these options:
- Save Selected: Select the workflows you want to save and then select Save Selected. Designer saves the selected workflows and closes. Any workflows you do not select are not saved.
- Discard Changes: Select Discard Changes to discard all changes and exit without saving.
- Cancel: Select Cancel to return to the canvas.