The process flow canvas

Introduction

The process flow canvas is where you build and test your process flows in a smart, visual way. Here, you define what, when, and how data is synced. Currently, two versions of the process flow canvas can be used:

  • Drag & drop Our classic canvas, re-imagined. With drag & drop for shapes, copy & paste, disconnect & reconnect, and so much more - building flows just got smarter, faster, and easier!

  • Classic Our original canvas, where flows are built linearly.

How do I access the new canvas?

If you're working with an existing process flow with the classic canvas, use the try new canvas option from the actions bar:

This switches to the new canvas and all of our new flow-building features. When you select this option for the first time, the new canvas launches with a welcome intro - step through these pages for hints, then get started:

You can use this same toggle option to go back to classic mode at any time.

Why two versions?

The new canvas has been in use internally for some time now, and we're already working on phase 2. We're excited to see customers benefit from the faster, smarter techniques available in the new canvas, but aware that some time will be needed to transition from one to the other.

In due course, the classic canvas will be phased out (don't worry, you'll receive plenty of notice!).

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