Node Configuration

3.4. Detailed Node Configuration

Description

Each node is a processing step in a workflow. A node receives input data (from previous steps or events such as form submissions), executes configured actions, and returns output data. This output is passed to the next node so the workflow continues.

3.4.1. Action Menu

Description

Each node provides a quick action menu to configure, edit, and manage the node directly on the canvas. Open this menu by right-clicking the node.

Available actions

• Configure: Set node parameters and processing content.
• Execute stage: Run the node for testing with current data.
• Edit: Update node name, description, or display info.
• Copy: Create a reusable copy of the node.
• Duplicate: Duplicate the node directly in the flow.
• Disable: Temporarily disable the node; the workflow skips it at runtime.
• Delete: Remove the node from the workflow.

3.4.2. Form Submission Trigger Node

Steps

1. Open When form is submitted node and choose Configure.
2. In Parameters, enter:
   • Form title (*)
   • Form description
3. In Input, click Add to create required fields.
4. Configure each field:
   • Label: Display name.
   • Data type: Select appropriate type (STRING, TEXT, INTEGER, FLOAT, ATTACHMENTS).
   • Required: Enable/disable mandatory input.
   • Default value: Pre-filled value.
   • Description: User input guidance.
5. Repeat steps 3-4 until all required fields are added.
6. Click Save to finish node setup.

3.4.3. Agent Task Execution Node

A. Execute Task node

1. Open Execute Task node and choose Configure.
2. In Parameters, select Agent (*).
3. Enter Task description (*) describing what the Agent should do.
4. Click Add in Input to provide additional processing data (if needed).
5. Click Save to complete configuration.

B. Create Task node (Human-in-the-loop)

1. Open Create Task node and choose Configure.
2. In Parameters, enter Task title (*) and Task description (*).
3. Select Assignee and set Due date.
4. Click Add in Output to include returned output data after task creation (if needed).
5. Click Save to finish node setup.

3.4.4. Integration Node: Send Email

Steps

1. Open Send Email node and choose Configure.
2. Select Gmail account (*). If missing, add it in Connection Management.
3. Enter Recipient email (*), Subject (*), and Content (*).
4. Enter CC and BCC if needed.
5. Review Output settings.
6. Click Save to complete node configuration.