The Workflow Editor is a new feature introduced by Captain Data in March 2022.
It enables Captain users to create their workflows from scratch using the available automations on the platform.
Therefore, you can create specific workflows according to your use cases instead of waiting for a workflow to be created internally.
This article will detail everything you need to know to get started with it.
ABC of building data automation workflows
Presentation of the Workflow Editor
At the top-left of the page, you can find:
- The exit button: this will exit the creation of your workflow. No changes will be saved until you configured your step.
- The mode you are in: it can be edit mode, retry mode, etc.
- The name of your workflow
At the top-right of the page, you can find the "Configuration settings" button. There are two actions available:
- Save default job configuration: this will save the way you set up your job configuration. In other words, it will save the way you edited the step with the accounts, parameters and co for another job run.
To save the configuration, you need to enter the Job name first.
- Load default job configuration: this will only be possible if you previously saved a job configuration, as it will load it.
These two actions are disabled until you configure your steps.
On the right of the page, you can see two important sections:
- Guide: this is where you find how-to guides according to the steps you are in. It'll help you configure your workflow:
- Helper: this section will highlight the sections that need your attention. For example, a missing account, a missing input, etc. You'll not be able to launch your workflow until this section is empty.
If you click on any of the actions to do, it will open the step where the action needs to be done:
At the bottom of the page, you can find the launcher.
- The job name is in the launcher now
- Configure output data section will enable you to select the output fields you want or not in your job. You just need to select the ones you want and unselect the ones you don't want: