Code Customization - New Nodes

Adding Custom Nodes to Workflow Builder: Enhancing Flexibility

Workflow Builder offers extensive flexibility by allowing users to create custom nodes tailored to specific workflow needs. This section will guide you through the process of adding a custom node, highlighting the key steps and features that make Workflow Builder so adaptable.

Introduction to Custom Nodes

Custom nodes are essential for creating workflows that meet unique business requirements. By adding custom nodes, you can incorporate specific functionalities such as dropdowns, accordions, and dynamic controls, enhancing the automation capabilities of your workflows.

Step-by-Step Guide to Adding a Custom Node

1. Define Node Properties

   • Use a JSON form library to structure your node.

   • Specify required properties for the node, such as description, label, type, and icon.

2. Add Properties and UI Schema

   • Define properties that will appear in the properties sidebar.

   • Create a UI schema to determine how the user interface interacts with these properties.

   • Bind controls to properties, selecting appropriate control types and setting labels.

3. Create Nested Objects and Decision Options

   • Develop a form with a dropdown list for automatic decisions (e.g., approval or rejection).

   • Define the structure of decision objects with necessary properties.

   • Explain how Workflow Builder dynamically creates layouts and adds features.

4. Implement Custom UI Elements

   • Introduce decision options like 'approve' and 'reject' for user input.

   • Add input elements for users to provide additional information.

   • Incorporate features like accordions to group properties visually and include elements like date pickers.

5. Configure Accordion UI

   • Set up an accordion for approval decisions, discussing properties and active states.

   • Configure elements within the accordion, including labels and switches.

   • Explore layout options for controls within the accordion.

6. Define Rules for User Interaction

   • Align controls for better organization and create a property sidebar with various controls.

   • Define rules for user inputs, specifying conditions under which certain fields should appear based on user decisions.

   • Emphasize the importance of setting up conditions within rules to ensure dynamic user interaction.

7. Finalize Custom Rules and Inputs

   • Create rules to show or hide input fields based on user selections.

   • Implement date pickers that are enabled or disabled based on specific conditions.

   • Set default values for fields like descriptions when users select certain decisions.

Conclusion

By following these steps and leveraging the flexibility of Workflow Builder, you can create highly customized workflows that meet specific business needs. The ability to add custom nodes with dynamic properties and rules empowers developers to build efficient, scalable workflows that adapt to evolving requirements.