Nodes in the Call Flow Editor

The call flow is made up of nodes placed on a canvas.

The nodes available depend on the task type. See Nodes Palette.

Double click any node on the canvas to open its properties. The properties are editable.

For more information on the nodes and their properties, see Studio Nodes.

Adding Nodes to the Call Flow

The nodes palette is to the left of the canvas.

Drag and drop nodes from the palette to the canvas. Areas on the canvas are highlighted where the node can be dropped.

When the node is dropped on the canvas, the properties of the node open.

Cutting or Deleting a Node or Branch

Click the vertical ellipsis button to the right of the node.

A menu opens. The options on the menu depend on the placement of the node in the call flow. Use Delete Branch to delete the current node and all following nodes on the canvas.

Keyboard shortcuts have been introduced for some of these actions.

Copying and Pasting a Node or Branch

Locate the node to copy. Click the vertical ellipsis button to the right of the node for menu options. These options may include Copy Node and Copy Branch. To copy a branch is to copy the current node and all successive nodes on the canvas.

Locate the node directly above where you want to paste the copied node or branch. Click the vertical ellipsis button to the right of the node for menu options. The Paste Node and Paste Branch options are available if it is appropriate to paste the copied node or branch to this location.

Pasting a Copied Node or Branch into another Task

You can paste a node or branch into another task in the Studio account.

The tasks need to be the same task type. See Task Types.

The action is to copy and paste within the same web browser tab. You cannot use two web browser tabs, each running a different instance of Studio, to copy and paste nodes from one web browser tab to another.

1. Open the task containing the node or branch to copy in the call flow editor.

2. Copy the node or branch.

3. Return to the tasks dashboard.

   See The Tasks Dashboard.

4. Locate the task to paste the copied node or branch and open this task in the call flow editor.

5. Locate the node directly above where you want to paste the copied node or branch and click the vertical ellipsis button. The Paste Node and Paste Branch options are available if it is appropriate to paste the copied node or branch to this location.

   • If you paste a Goto node into another task, you are prompted to select a target node or canvas in the new task. The goto node directs the call flow to the target node or canvas in the new task. The task fails to validate if you ignore this prompt.

   • If you paste a node with an event handler into another task, you are prompted to set new event handler values for the node. The task fails to validate if you ignore this prompt.

6. Run the task validator.

   It is good practice to run the task validator after you paste a copied node or branch, particularly across different tasks. See Task Validator.

Unique Node Names

The first property of every node is its name.

Each node in the call flow has a unique name.

When you copy and paste a node, the pasted node is given a new name.

Double click the node to open its properties to change its name.

Unlinking a Node

Remove the node from the call flow. The node and its properties still exist in the task, so you can add the node to the call flow at a later date.

1. Click the vertical ellipsis button to the right of the node to unlink.

   

2. Click Unlink Node.

   The node is removed from the call flow.

To add the node to the call flow, click the vertical ellipses button to the right of a node and select Insert Node Above or Insert Node Below. To add the node to the call flow by replacing an existing node, double click the node to replace. From the node properties, click ==NEW NODE== and select the name of the node to use.

Saving the Node URL

Save the node URL so you can easily return to its location in the call flow and share its location with colleagues. Use the node URL to open the call flow editor focused on that node. This is particularly useful when working with large call flows and many canvases.

To save the node URL, hover over the node and click the link icon. This copies the node URL to the clipboard.

Alternatively, click the vertical ellipsis button to the right of the node and select Copy Node URL.

Task Size

We recommend you limit the task size to 2,500 nodes. Once the task size exceeds 2,500 nodes, you will experience slowness with all operations including opening the task, editing nodes, and deleting nodes.