Edit and rehearse workflows on the visual journey canvas
Arrange workflow steps, connect branches and test the current canvas before saving a reviewed automation draft.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Workflow → Open journey canvas
PermissionManage automation resources; access to any referenced published emails or scoring models
Before you begin
Open the intended workflow draft. A canvas rehearsal uses the current unsaved canvas; it does not publish it or replace the saved workflow automatically.
Follow these steps
- Choose Open journey canvas. Add a step and edit its settings in the inspector.
- Drag steps to arrange them. Connect input/output ports or use the connection selectors for a keyboard-friendly alternative.
- Use Make starting step where needed, and Duplicate or Remove to refine the graph. Tidy layout and Zoom help review a large journey.
- Use Undo and Redo while editing. Choose Validate journey to find missing paths, cycles or incomplete fields.
- Choose Rehearse this canvas with an accessible record to inspect the unsaved definition, then Save draft when satisfied. Complete independent review and publication separately.
Fields and options
- Steps and paths
- The canvas exposes the same nine supported workflow actions and 40-step limit as the standard editor.
- Dependencies
- Selectors list accessible published resources, filtered by source where applicable. They show a bounded first page, so a missing dependency may need visibility or register checks.
- Rehearsal
- Tests the current definition without saving, enrolling, sending email or changing a CRM profile.
Rules and limits
- Moving a node changes layout; its connections determine execution.
- A successful local validation does not grant missing execution permissions or bypass server-side validation on save.
- Saving a draft changes its revision and requires fresh approval.
Check the result
- Follow both paths of every condition and inspect the highlighted rehearsal path.
- Reopen the saved workflow and confirm the intended starting step, connections and layout.
If something does not look right
- If Save reports a conflict, reload the current revision before applying further changes.
- If a dropdown lacks an expected item, check publication, source type and access in its original register.
Common questions
Does Rehearse this canvas send email?
No. It is a dry run of the unsaved definition with no live actions.
Can I use the canvas without dragging?
Yes. Step and connection controls provide a keyboard-friendly way to configure the journey.