User Guide > Designing and Executing Processes > Exploring Process Editor > Step Builder Canvas Tab
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Step Builder Canvas Tab
The Step Builder Canvas tab is the main area where the process workflow is created. It is a blank grid along with the Start and Stop steps. These steps determine the beginning and ending points of a process. You can use the Palette to drag and drop steps on to the Canvas. For information to set up a process, see Building Processes.
When you right-click on the Canvas, the following options are available:
• Undo/Redo: Undo or redo an operation on the Canvas.
• Copy/Paste: Copy and paste single or multiple steps on the Canvas. For more information, see Copying and Pasting Steps.
• Delete: Delete one or multiple steps on the Canvas. For more information, see Deleting Steps
• Selection Tool: A normal cursor allows you to arrange icons on the canvas and perform other standard operations.
• Link Tool: Create a link between step to establish a connection between steps. For more information, see Linking Steps.
• Validate Step: Validate each step added on the Canvas. For more information, see Validating a Process Step.
• Test Step: Test each step added on the Canvas. For more information, see Testing Steps
• Enable/Disable Step: Enable or disable one or more steps. For more information, see Enabling and Disabling Steps.
• Enable Debug: Debug a process based on the breakpoints set for the steps. For more information, see Debugging a Process.
• Ignore Error: Ignore errors when running the process.
• Properties: View step properties. For information about the properties displayed for each step type, see List of Process Steps.
• Save As Process Template: Save the selected step(s) as a template that can be reused in another process or the same process. For more information, see Saving Step(s) as Template.
• Insert Process Template: Insert a step/steps that was saved as a process template. For more information, see Inserting Step(s) From Template.
If the steps are not seen and is beyond the view area, then you can do any of the following:
• On Step Navigator, click the required step to view the step on the Canvas. It also displays the step properties.
• Pan the canvas to view these steps. To do this, press Space Bar. The cursor changes to a hand icon. Using the Space Bar and the left mouse button, drag the canvas to the left, right, up, or down to view the steps.
• Use the Thumbnail viewer to view the steps. For more information, see Thumbnail.
Last modified date: 06/30/2025