5.1 Workflow Fundamentals
      Back to home
      1. Home
      2. 5. Workflows & Automation
      3. 5.1 Workflow Fundamentals

      Getting Started with the Workflow Builder

      A guide to creating, editing, and managing workflows in Rayven’s Workflow Builder.

      Overview

      The Workflow Builder in Rayven is where you design, automate, and manage all logic for your applications. Workflows control how data is ingested, processed, stored, and displayed in interfaces, and can include both no-code node logic and fully coded components.
      This article covers how to open the Workflow Builder, create and name workflows, navigate between workflows, work with nodes, and manage versions.

      Accessing the Workflow Builder

      To launch the Workflow Builder:

      1. Navigate to your application’s App Page in the Workspace.

      2. Click Workflows.

      3. Select one of the following:

        • Create New – prompts you to enter a workflow name before opening the builder.

        • Click an Existing Workflow Name – opens the builder in edit mode for that workflow.

      Creating a New Workflow

      Create New – opens a dialog where you:

      1. Enter a Workflow Name – required, must be unique within the application.

      2. Select a Workflow Type – for example, standard or iterative (if available in your app).

      3. (Optional) Add a Description – helps other workspace users understand the workflow’s purpose.

      4. Click Create Workflow to close the dialog and go to the Workflow Builder with your new, empty canvas.

      New Workflow

      Navigating the Workflow Builder

      Once inside the Workflow Builder, you’ll see:

      • Node Menu (Left Panel): Contains all available node types, grouped into Connectors, Logic, AI, and Frontend categories.

      • Canvas Area (Centre): Where you drag and connect nodes to build your workflow.

      • Node Settings Panel (Right): Appears when you double-click a node, showing configuration options specific to that node type.

      Node settings:

      Switching Between Workflows

      You can quickly switch to another workflow in the same application using the workflow dropdown located above the node menu.

      Changing workflows

      Working with Nodes

      To add a node to your workflow:

      1. Locate the node type you want in the node menu (left-hand panel).

      2. Click and drag the node onto the canvas.

      3. Position it where you want in the sequence.

      Each node type has its own configuration fields. Many fields are similar across nodes (e.g., naming, label selection), but some are unique to the node’s purpose.

      To configure a node:

      1. Double-click the node.

      2. Adjust the available options in the right-hand settings panel.

      3. Click Save (if required by that node type).

      Connecting and Disconnecting Nodes

      Connections define how data flows between nodes, and are central to how your workflow operates.

      • To connect nodes: drag an output port (right side of a node) to an input port (left side of another node).

      • Data flows left-to-right through the sequence.

      • To delete a connection: click to select the connecting line, then press Delete on your keyboard.

      connecting a new node

      Workflow Versions

      Rayven allows you to save and access previous workflow versions for backup, testing, or rollback purposes.

      • Click the Workflow Versions button in the top menu.

      • From here, you can view, restore, or delete previous versions.

      workflow version

      Collaboration Indicators

      If another Workspace user is editing the same workflow at the same time, you’ll see:

      • A red circle (instead of green) near the top of the builder.

      • A display of the other user’s name.

      This helps prevent conflicting changes.

      Summary

      The Workflow Builder is the core logic engine of your Rayven application. From here, you can:

      • Create and edit workflows.

      • Configure node logic for data ingestion, transformation, output, and visualisation.

      • Switch between workflows quickly.

      • Manage workflow versions.

      • See when other users are editing the same workflow.

      By understanding these basics, you can start building powerful, data-driven logic flows in Rayven.

      FAQs

      Can I have more than one workflow in my application?
      Yes. You can create as many workflows as needed, each with its own purpose (e.g., data ingestion, processing, or front-end display logic).

      Do I need coding skills to use the Workflow Builder?
      No. You can use node-based logic without coding, but Rayven also supports JavaScript for advanced customisation via the JavaScript and UI Code nodes.

      Will changes I make to a workflow take effect immediately?
      Yes. Once saved, changes are applied immediately to the live application logic. Consider using workflow versions for rollback if testing changes.

      Can multiple people edit a workflow at the same time?
      Yes, but you’ll see indicators when others are in the workflow. Coordinate with your team to avoid overwriting each other’s changes.