Overview
This feature update introduces three core capabilities to improve how you manage your workflows: the ability to rename workflow nodes, the ability to search for specific nodes, and a redesign of the nodes themselves within the workflow canvas.
Node renaming is supported for logical nodes, including paths and splits, allowing you to easily label and manage these steps.
Key Benefits
- Improve Clarity: You can rename nodes to provide an easy understanding of what a specific node does without needing to open it.
- Quick Differentiation: It solves the difficulty of distinguishing between multiple similar nodes (e.g., three email nodes).
- Effortless Navigation: You’ll be able to instantly find and focus on any node within a large workflow.
- Instant Context: You can understand what secondary modules (like a survey or chatbot) are attached to a node, along with their names, just by glancing at the node.
How It Works
The features integrate directly into the workflow canvas, providing better visibility and navigation.
Renaming and Clarity
When adding a new node, the product assigns it a default name initially. You can now rename this name using an inline edit feature directly on the node. The node's name cannot be left blank. If you leave the name blank, it will automatically revert to the previously saved name. Also, you cannot rename/change the node numbering assigned by default.
The default node numbering enables you to quickly identify and organize Path, Split, and Delay nodes in your workflow.
Note: The maximum number of characters allowed for renaming is 80.
This ensures that even if you have several similar nodes, you can clearly define their individual functions.
Searching for Nodes
A dedicated search function allows you to quickly locate elements in complex workflows. By clicking the magnifier icon, you reveal a list of all existing nodes in the workflow. Selecting a node from this list automatically moves your view to focus on that specific node on the canvas.
Node Redesign
Nodes have been redesigned to provide critical information instantly.
- The top portion of the node indicates the primary communication type (e.g., Email or Voice).
- The design also indicates any secondary modules attached to that node, such as a chatbot or a survey. It displays the name of the attached secondary module(s).
How to Rename a Node
- Identify the node on the workflow canvas you wish to rename.
- Click on the three-dot menu and select Rename to rename the node.
- Alternatively, you can click directly on the existing node name.
- Type the descriptive name you want to use. For instance, you could rename a node to "thanks for applying email" or "voice flow attempt one".
How to Search for a Node
- Look for and click the small magnifier icon available within the workflow canvas area.
- The search function displays all the nodes currently in the workflow. You can scroll through this list.
- Click on the specific node name from the list that you want to focus on. The canvas will automatically focus on that node.
Field/Setting Explanations
The updated node design provides several visual elements for quick understanding:
| Visual Element | Explanation | When to Use/Why it Matters |
| Top Node Portion | This section indicates the specific communication node type (e.g., an Email node, a Voice node). | You will always know the primary function of the node, even if you rename the node to a non-standard name like "C". |
| Custom Node Name | This is the name you define using the inline edit feature. | Use this to provide clear, differentiating context for similar nodes, such as calling two different voice nodes "voice flow attempt one" and "attempt two". |
| Secondary Module Indicators | These icons and text indicate if a secondary module, like a chatbot or survey, is attached to the main node. It also displays the name of the attached module. | You can understand what modules are attached within the node and their names at a glance, without opening the node for editing. |
Use Case Scenarios
The proposed solution addresses specific pain points experienced by users:
| Scenario | Current Pain Point | Desired Experience |
| Complex Workflow Documentation (Workflow Builder) | Sarah creates a 15-node workflow but struggles weeks later to remember node functions, requiring her to open every configuration panel. | Sarah adds descriptive labels like "Check Location Preference" or "Send Screening Email," allowing her to identify the purpose of each step quickly from the canvas view. |
| Node Discovery in Complex Workflows (Workflow Maintainer) | Mark spends 10 minutes clicking through 25 nodes to find a specific email step. | Mark uses the node search function, searching for "follow-up email," and immediately locates the needed node, reducing search time significantly. |
| Team Workflow Understanding (Team Collaborator) | Lisa inherits a colleague's workflows and finds unlabelled nodes make it difficult to grasp the logic flow without extensive investigation. | Each node features a clear, descriptive label that immediately communicates its function, enabling Lisa to understand the workflow logic at a glance and make informed modifications. |
Differentiating Communication Types
You are building an onboarding flow that requires three separate email steps: a welcome, a confirmation, and a survey link. You cannot rename the node numbers like A0, A1, A2, as these numbers are constant and assigned by the platform.
- Instead of: Having three nodes named "A0 Email," "A1 Email ," and "A2 Email "
- You can: Use the inline edit feature to rename the nodes to "Welcome Email," "Confirmation Email," and "Survey Link Email". This clarity ensures easy differentiation for anyone viewing the workflow.