1. You can modify the automation's basic details on this screen.
   
2. The screen will appear with the existing automation details. You can modify any information in any of the fields:
1. Name: This field displays the current automation name, which can be edited.
2. Category: A drop-down is provided to select the automation category. You can modify the existing category of the automation using the drop-down.
3. Status: The drop-down menu allows you to modify the automation status. The following options are provided in the drop-down menu.
1. In review
2. Released
   
4. Description: This is a text field where you can modify the automation description. A short description will appear here. You can write a description of up to 500 characters, and letters, digits, and special characters are supported in this field.
3. Save: A Save button that enables you to save the changes.
4. To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.

When you click the Save button, a success message, "Automation Details Saved Successfully," will appear at the bottom of the screen.

Edit Automation Flow

1. You can modify the automation flow using the flow designer.
   
2. Click on the Flow band.
   

1. After clicking on the band, the flow designer will open, where you can review and modify the flow.
   
2. The flow unit represents the flow on the screen, and each unit represents a specific process.

Toolbar

1. A toolbar is provided to improve the flow's usability, and the following action items are available in the toolbar:
   
1. Reset: Restores the flow or view to its default state, clearing any zoom, pan, or temporary changes.
2. Undo/redo:
   
1. Undo: Reverts the last action performed.
   
2. Redo: Re-applies an action that was undone.
3. Zoom in/zoom out, reset zoom:
   
1. Zoom In: Magnifies the view for a closer look.
2. Zoom Out: Shrinks the view to see more of the flow.
3. Reset Zoom: Returns the zoom level to the default (usually 100%).
4. Fit to screen: Adjusts the zoom and position so the entire flow diagram fits within the visible area of the screen.
5. Collapse all Nodes: Minimizes all expandable nodes or groups in the flow to simplify the view.
6. Search:  Allows users to find a specific flow unit by name.
7. Level drop-down: Lets you set the difficulty levels for the flow designer.
8. Toggel mini overview: Shows or hides a small overview map of the entire canvas, useful for navigation.
9. Edit Mode: Enables or disables editing capabilities, allowing you to modify flow units when active.

Flow Unit

1. Flow units are part of the flow diagram. Each unit represents a complete process.
   
2. The flow units are provided under the Flow Unit section and categorized into subsections. Please note that the flow unit section will be shown based on the flow designer proficiency selected from the drop-down, such as Standard, Advanced, and Expert:
1. General
   
2. Calls
   
3. Delegate
   
4. Trasformation
   
5. Store Operations
3. The flow unit sections and their units are displayed based on the proficiency level.
4. Click on any of the sections to expand them. The corresponding flow units get displayed.
   
5. These units can be dragged and dropped into the flow diagram to modify the flow.
   

Units for Standard Proficiency Level

1. The Flow Units available under the Flow Unit section are determined by the user’s selected proficiency level.
2. To view or configure units for the beginner level, choose Standard from the Proficiency Level drop-down menu.
3. When the Standard level is selected, the following types of flow units become available.
   
1. General
   These units are used to control the flow and logic of a process:
1. Decision/For-Each: Allows conditional branching and iteration over collections or lists of items.
2. Repeat Until: Executes a set of actions repeatedly until a specified condition is met.
2. Calls
   These units are used to invoke external systems, processes, or services:
1. System Call: Executes predefined system-level operations.
2. Expansion Call: Invokes another flow or sub-process to extend the main workflow.
3. Delegate
   These units delegate tasks or processes to other components or automations:
1. Component: Invokes a reusable system component.
2. Automation: Executes a predefined automation or robotic process.
4. Transformation
   The unit handles data mapping:
1. Mapping: Transforms data from one structure or format to another.
   

Units for Advanced Proficiency Level

1. The Flow Units available under the Flow Unit section are determined by the user’s selected proficiency level.
2. To view or configure units for the advanced level, select Advanced from the Proficiency Level drop-down menu.
3. When the Advanced level is selected, the following types of flow units become available. These units allow for more complex logic, integrations, and data operations compared to the standard level.
1. General
   These units are used to control the flow and logic of a process:
1. Decision/For-Each: Allows conditional branching and iteration over collections or lists of items.
2. Repeat Until: Executes a set of actions repeatedly until a specified condition is met.
2. Calls
   These units are used to invoke external systems, processes, or services:
1. System Call: Executes predefined system-level operations.
2. Expansion Call: Invokes another flow or sub-process to extend the main workflow.
3. HTTP Call: Sends requests to external web services or APIs using HTTP methods (GET, POST, PUT, DELETE, etc.).
4. FTP Call: Transfers files between systems using the File Transfer Protocol.
3. Delegate
   These units delegate tasks or processes to other components or automations:
1. Component: Invokes a reusable system component.
2. Automation: Executes a predefined automation or robotic process.
3. Flow: Triggers another flow within the same or a different project.
4. Queue: Sends data or tasks to a queue for asynchronous processing.
4. Transformation
   These units handle data transformation and mapping:
1. Mapping: Transforms data from one structure or format to another.
2. Java Class: Executes custom Java code for complex logic or transformations.
3. JSONata: Applies JSONata expressions to filter or transform JSON data.
4. XSLT: Transforms XML data using XSLT stylesheets.
5. Store Operations
   These units perform storage and retrieval operations:
1. Key - Value: Reads or writes data in key-value stores.
2. Documents: Manages document-based data structures or repositories.
3. Database: Executes database operations such as queries, inserts, updates, or deletions.
   

Units for Expert Proficiency Level

1. The Flow Units available under the Flow Unit section are determined by the user’s selected proficiency level.
2. To view or configure units for the expert level, select Expert from the Proficiency Level drop-down menu.
3. When the Expert level is selected, the following types of flow units become available. These units enable more complex logic, integrations, and data operations compared to the standard or advanced levels.
1. General
   These units are used to control the flow and logic of a process:
1. Decision/For-Each: Allows conditional branching and iteration over collections or lists of items.
2. Repeat Until: Executes a set of actions repeatedly until a specified condition is met.
2. Calls
   These units are used to invoke external systems, processes, or services:
1. System Call: Executes predefined system-level operations.
2. Expansion Call: Invokes another flow or sub-process to extend the main workflow.
3. HTTP Call: Sends requests to external web services or APIs using HTTP methods (GET, POST, PUT, DELETE, etc.).
4. FTP Call: Transfers files between systems using the File Transfer Protocol.
3. Delegate
   These units delegate tasks or processes to other components or automations:
1. Component: Invokes a reusable system component.
2. Automation: Executes a predefined automation or robotic process.
3. Flow: Triggers another flow within the same or a different project.
4. Queue: Sends data or tasks to a queue for asynchronous processing.
4. Transformation
   These units handle data transformation and mapping:
1. Mapping: Transforms data from one structure or format to another.
2. Java Class: Executes custom Java code for complex logic or transformations.
3. JSONata: Applies JSONata expressions to filter or transform JSON data.
4. XSLT: Transforms XML data using XSLT stylesheets.
5. Store Operations
   These units perform storage and retrieval operations:
1. Key - Value: Reads or writes data in key-value stores.
2. Documents: Manages document-based data structures or repositories.
3. Database: Executes database operations such as queries, inserts, updates, or deletions.
   

Action Area

1. The action area provides you with the following action items:
   
1. Save Preference:
   
1. The icon allows you to save the custom preference of the flow diagram.
2. Show/hide Flow Unit:
   
1. This allows you to show or hide the Flow Unit section.
3. Help:
   
1. This opens the screen-related help articles.
4. Save:
   
1. This allows you to save any modifications made to the flow.

Save Preference

1. The icon allows you to save the custom layout of the panels.
   
2. By default, the flow detail panel is displayed at the bottom of the screen. However, you can set the panel position either to the right or the bottom of the screen.
3. The columns of the panels will be divided into equal spaces. However, you can resize them as per your requirements.
   
4. Adjust the panel placement and column size, and click the Save Preferences button.

Show/hide Flow Unit

1. This allows you to show or hide the Flow Unit section.
   
2. By default, the Flow Unit tab will be open.
   
3. Click on the icon to hide the Flow Unit tab. Again, click on the icon to show the Flow Unit tab.

Add Units to the Flow

1. To modify the flow, enable the Edit Mode toggle button.

1. For example, the HTTP Call flow unit is dragged and dropped into the placeholder.

1. The HTTP Call unit is added to the flow, and a new placeholder is added next to the unit.
   
2. As you drop the unit, the unit's Details pop-up opens, where you can modify the name and description.

Drag and Drop Units Between Units

1. You can also drag and drop the flow unit between any two units.
   
2. Drag the unit and hold it for 2 seconds on the connection line between the two units, then drop it.
   

1. The unit gets added between the units. As you drop the unit, the unit's detail pop-up opens, where you can modify the name and description.
   

1. Hover over the flow unit to view the edit options. The edit option may vary from unit to unit. The following edit options may appear:
1. Edit
   
2. Deactivate
   
3. Delete
   
2. Please note that the Start unit will not have any edit options.
   

Edit Unit Details

1. Hover over the flow unit and click the Edit icon.
   
2. A pop-up will appear with unit details, containing the following tabs:
1. Details
   
2. Configuration
   
3. Design
3. These tabs will appear based on the flow unit. If the configuration and design details are available, these tabs will not appear in the pop-up. However, the Details tab will always be displayed for all the flow units.
   
4. You can switch between the tabs by clicking on them.
5. By default, the Details tab of the flow unit will open.
   

1. Modify the name and description of the unit in the respective fields.
   
2. Once modified, click on the Save button. A confirmation message (toaster message) will appear on the screen

Edit Configurations - WIP

1. Click on the Configurations tab.

1. The Configurations tab will display the configuration settings of the selected unit.
   
2. The configuration tab will show any of the following controls based on the selected flow unit:
   
1. Text field
   
2. Select and multiselect values
   
3. Drop-down
   
4. Boolean values
   
5. Password
3. You can configure any of the values on this tab.

1. For example, we are selecting the Connector Identifier value from the drop-down.

1. Once the value is modified, click on the Save button.

Edit Design

1. Click on the Design tab.
   

1. The Design tab displays design-related settings.
   
2. Modify the values from the drop-down and click the Save button.

Deactivate Flow Unit

1. Hover over the unit that you want to deactivate.
2. Click on the Deactivate icon.
   

1. The unit gets deactivated and marked with a gray color.
   
2. Click on the Save button to save the changes.
   

1. To activate a deactivated unit, hover your cursor over it.
   
2. Click on the Activate icon.
   

1. The flow unit gets active. 
   
2. Click on the Save button to save the changes.

Delete Flow Unit

1. The unit gets removed from the flow.
   

1. Click on the Save button to save the changes.