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Workflow Editing

How to use the Workflow Editor

Nimbus has a built-in editor for which allows you to customize your caller Workflows with various building blocks called Workflow Activities. Workflows are individually managed for each modality, and take affect when applied via Modalities Service Settings.

In a listing, workflows reveal where they are used, what type (modality) they are and which template they are based on

Workflow Editor Overview

In the following we opened a Workflow Template in the editor to showcase some examples.

While editing you might want to refer to the Workflow Activities to get the most out of your workflows.
You can use Workflow Templates as base for new workflows. Either use System templates or create your own.
Activities may refer to additional data entities which are also managed in the Configuration .
💡Examples of this are Parameters, Playlists, Opening Hours, Web Requests and advanced features such as Virtual Users.

Header Controls

Element

Description

Workflow Properties

Shows the following info:

Workflow Name - as shown in other UI entries, listings, such as Modalities Service Settings.
Organization Unit placement. Determines where this workflow is visible under.

💡 Administrators can adjust these properties via the small “Cog” icon. In Nimbus Portal these may appear hidden.
🔎 Dependencies on Workflow Templates are also indicated in these properties, as well as the lock symbol on the Workflow canvas.

Expand/Collapse View

Allows to switch the Workflow Editor to full screen view.

⮑ When expanded, the side menu on the left is hidden. Clicking on the expand/collapse icon again will collapse the view and display the side menu.

Export/Import Workflow

🔎See Workflow Export and Import for more details.

You can export the currently edited workflow and (optionally) it's Workflow Templates as JSON files.

☝️An import will replace the current workflow contents.

Add Activity

Opens a list of Workflow Activities which can be dragged and moved around above the canvas.

➕ Adding Activities

➖ Removing Activities

❌ (Dis)connecting Activities

To add an activity, drag and drop it from the list of activities onto the canvas.

⮑ The counter in the activity list increases for that activity you just dragged in.

To remove any activity, click on its delete (bin) icon in the header.

⮑The activity is removed.

☝ Note that any settings made to that activity item are lost upon deletion.

💡 Instead of deleting an activity, you can also disable it temporarily.

To connect an activity, drag the end connector ⚪ to the next activity.

⮑ A connection (edge) will be created between the activities.
💡 Once connected you can freely move activities around.

To disconnect an activity, click delete ❌

Editor Controls

Element

Description

Workflow canvas

The editing area for arranging and connecting your workflow activities.

💡 You can pan the canvas by dragging and using your mouse wheel.

💡 Alternatively you can use the pan and zoom controls located at the top left for fine adjustments.

Canvas view controls
(top left)

Allows to expand / collapse all workflow activities. Also offers a Navigation, Zoom and “Fit to Screen” options.

Workflow Activities list

✅ Opened when clicking “Add Activities”. Opens a movable pop-up that lists available Workflow Activities .

From here you can:

Drag and drop activities into the canvas.
Use the search to narrow down the list of workflow elements
Check the counter on activities to see if you already used them on the canvas.

🔍 Note: Some activities are Nimbus Features which may require an upgrade to your service license.

Workflow Activity

(Name/Header)

Once dragged onto the canvas, activities become blocks called Workflow Activities. Each activity has a header and properties.

Accessing Activity Properties

Toggling an Activity ON/OFF

Activities with additional properties have a little caret "V" symbol in the header. Click on this icon to unfold the activity.

⮑ Additional properties will be shown on the unfolded activity.

💡 Some activities will show the most important properties at all times, regardless if unfolded or not.

Some activities have a toggle to be completely enabled or disabled. Click on the toggle to temporarily disable the activity.

⮑A deactivated activity is skipped as if it “doesn't exist” and the connection passes right through it. On multiple exits usually its default / success exit is taken.

⮑ Properties remain unchanged on disabled activities.

Activity exits and connector

Activities may have one or several exits and connectors at the end. They are used to connect activities in a logical flow. If your connectors are locked against change your workflow is based on a (locked) Workflow Template.

✅ Ensure that your first activity (e.g. "Accept Conversation") is ALWAYS connected to the Start node. Otherwise your workflow will not function.

Workflow activities connected with at least one node. Some activities have multiple exit nodes and may offer options for each node accordingly.
Always handle every node exit ⚪ so your workflow doesn't cause any dead-end or lost-call situations.
☝ Note that deleting an activity will also remove any connectors to previously connected activities.

🔎If necessary, each Workflow Activity documentation will also contain addition required predecessors or follow-up activities.

Activity properties

Various toggles, selectors, form fields and other control elements.

🔍 Single properties or the entire activity may appear locked against editing, inherited from the Workflow Template.

Canvas preview
(bottom right)

A small, expandable mini-preview which can be clicked on for fast navigation on a large Workflow canvas.

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Workflow Editing

How to use the Workflow Editor