In Flow View, you can access and manage the objects that you have added to or created in the selected flow. You can perform a variety of actions to effectively manage flow development and job execution through a single page in the .



Flow View page

Flow View organization:

Flow View is organized into the following basic areas:

AreaDescription
Flow menuAt the top of the screen, you can access a menu of options, which enable adding objects to your flow, configuring aspects of your flow, and and other flow management tasks. See "Flow Menu" below.
Flow canvasThe primary workspace of Flow View is the flow canvas, where you build and organize the objects in your flow. See "Flow Canvas" below.
Context panelWhen you select one or more objects in your flow, the object details and relevant context menu options are available in the right-hand panel. See "Context Panel" below.


Flow Menubar

From the menubar at the top of Flow View, the following options are available:

Search icon: Click this icon to search for objects in your flow. See Flow Search Panel.

Details icon: Click to toggle display of the details panel. This setting is saved for the individual user.

Zoom menu: Flow View attempts to zoom the canvas to display as much of the flow as possible. As needed, you can change the level to zoom in or zoom out on the canvas.

Tip: You can access these zoom controls through the context menu for the flow canvas.

Add Datasets: Click to add new datasets to the flow. See "Add Datasets to Flow" below.

Flow context menu

Edit:  (Available to flow owner only) Change the name and description of the flow.




Auto arrange: Re-organize the custom node layout back to a fresh system generated layout. This option may be helpful for rearranging flow layouts that were originally created in classic Flow View.

The Auto arrange option cannot be undone.

Duplicate: Create a copy of the flow.

Move: Move the flow to a new or existing folder. See Manage Flows with Folders.

Delete:  (Available to flow owner only) Delete the flow.

Deleting a flow removes all recipes that are contained in the flow. If copies of these objects exist in other flows, they are not touched. Imported datasets are not deleted by this action.

Add Datasets to Flow

From the Flow View page, you can add data through the following objects:

These independent objects can be joined, unioned, or referenced by other datasets in the flow. For more information on these object types, see "View for Objects" below.

Add datasets to current flow

Flow Canvas

The central workspace of Flow View, the canvas is where you add and arrange the objects in your flow. In the canvas, you can select one or more objects at a time, drag them to reposition them on screen, and zoom in or out to focus on your current area of development. 

When you add an object to the canvas, an icon representing it is added to the flow canvas. This object can be repositioned as needed. 

Tip: The relative position of objects on the flow view canvas is preserved between screen updates. On refresh, the window on the canvas is repositioned based on the leftmost object on the canvas to focus on the flow to other objects from that one.

NOTE: Objects marked with a red dot indicate a problem with the object's configuration. Please select the object to begin investigating the error. Error information may be displayed in the right panel.

Select:

Move:

Canvas context menu

When you right-click an empty part of the canvas, the following options are available:

The Auto arrange option cannot be undone.

Canvas notes

As you develop your flow, you can add helpful notes on the canvas in various sections of the flow. For example, if you are collaborating with another user, you can leave status information about objects that are still in progress.

Tip: You can drag notes like other objects on the canvas, so they can be repositioned with the related flow object.

From a note's context menu, you can edit or delete the note.

Flow Objects

In the flow canvas, you work with the following types of objects:


Datasets:

Recipes:

A recipe is a set of steps to transform source data into the results you desire.

Tip: Double-click any recipe to edit it. See Transformer Page.

A recipe can be created from the following objects:

Output objects:

The following objects can be created off of a recipe:

For more information on these objects, see Object Overview.

Context Panel

Select an object from your flow to open an object-specific panel on the right side of the screen.

Tip: You can right-click any object in Flow View to see the list of available actions that appear when you select it and choose from the right panel.

Depending on the type of object or objects that you select in the canvas, the view in the context panel changes:

Tip: The object on the canvas and the context panel display the same set of context menu options. For more information on these options, see the links below.


View for Imported Datasets

See View for Imported Datasets.

View for Unstructured Datasets

If detecting structure has been disabled for your imported dataset, the structure detecting steps are broken out into the first steps of a recipe that is auto-generated for you. You can review and modify them within the recipe. See View for Unstructured Datasets.

View for Recipes

See View for Recipes.

View for Outputs

Outputs are created from recipes. See View for Outputs.

View for References

References are created from recipes. See View for References.

View for Reference Datasets

A reference dataset is an imported dataset that is sourced from the reference created from another recipe in another flow. See View for Reference Datasets.