The Canvas is the primary workspace for building automation schemes.This article explores its key functionalities and guides you through setting up your scheme efficiently.
The Canvas provides a flexible environment where users can add, move, connect, and configure elements to build logical workflows.
Every scheme follows a structured workflow consisting of key elements:
- Start: Defines the source and includes parameters for PNR evaluation (PNR pricing schemes).
- Conditions and actions: Form the core logic of the process, using Conditions, GDS usage, and Other elements to structure automated operations.
- Finish: Marks the logical completion of the process, indicating that no further actions are required.
- Additional elements: The Repeat and Pause elements can be added to improve processing flexibility.
For detailed settings of each element, see Scheme elements.
Check (Ctrl+K): Runs a validation check, displaying pop-up messages if errors are detected
Save (Ctrl+S): Saves changes to avoid data loss
Undo Changes (Ctrl+R): Reverts the scheme to the last saved version
Drag & drop: Click an element from the menu, then click on the Canvas to place it
Rearranging elements: Click and hold an element to move it around the Canvas
Connecting elements: Click an element’s connection point and drag an arrow to the next one.
Each element has designated entry and exit points, determining how steps link together.
Single point: For Start or Finish
Entry & exit point: Standard action steps (e.g., sending an email or adding a remark)
Entry & two exit points:
- Found in conditions and actions, where the check result can either be OK (success) or FAIL (failure).
- Present in critical actions, such as Issue Ticket, where an error may occur, requiring additional control.
To group elements for easier movement and duplication:
- Right-click and select multiple elements.
- Click Group selected elements to bundle them.
Ungroup: Click inside the group and select Ungroup PNR in the top menu
Rename groups: Use the Add group description icon for better organization
Right-clicking an element reveals a context menu with useful tools.
- Help: Automatically create a support ticket
- Copy link: Generate a direct link to the element
- Arrows: Swap OK and FAIL to adjust layout without affecting logic
- Remove connections: Clears all links for the element
- Delete: Removes the element from the Canvas
- Remove from group: Excludes the element from a group
By default, elements have predefined names, but you can rename them under Title for easier identification and searchability.
Most elements require configuration before activation. Double-click an element to open settings.
Options may include:
- Text fields for manual input
- Checkboxes for toggling settings
- Drop-down menus (highlighted in blue) for value selection
- Variables for dynamic adjustments
Click Apply to save changes.
The Search tool helps locate elements using:
- Original element name
- Custom title (if renamed)
- Notes (added under Note)
Matching results are highlighted for easy identification.
- Validate often to catch errors early
- Use groups to manage complex workflows more efficiently
- Leverage search to quickly locate elements in large schemas
- Rename key elements for clarity and organization
By mastering these tools, you can create efficient, error-free automation workflows with ease.