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40
apps/docs/components/ui/action-media.tsx
Normal file
@@ -0,0 +1,40 @@
|
||||
'use client'
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||||
|
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import { getAssetUrl } from '@/lib/utils'
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interface ActionImageProps {
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src: string
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alt: string
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}
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interface ActionVideoProps {
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src: string
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alt: string
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}
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export function ActionImage({ src, alt }: ActionImageProps) {
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const resolvedSrc = getAssetUrl(src.startsWith('/') ? src.slice(1) : src)
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return (
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<img
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src={resolvedSrc}
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alt={alt}
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className='inline-block w-full max-w-[200px] rounded border border-neutral-200 dark:border-neutral-700'
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/>
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)
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}
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export function ActionVideo({ src, alt }: ActionVideoProps) {
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const resolvedSrc = getAssetUrl(src.startsWith('/') ? src.slice(1) : src)
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return (
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<video
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src={resolvedSrc}
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autoPlay
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loop
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muted
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playsInline
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className='inline-block w-full max-w-[200px] rounded border border-neutral-200 dark:border-neutral-700'
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/>
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)
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}
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@@ -4,6 +4,7 @@ description: Essential actions for navigating and using the Sim workflow editor
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---
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import { Callout } from 'fumadocs-ui/components/callout'
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import { ActionImage, ActionVideo } from '@/components/ui/action-media'
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A quick lookup for everyday actions in the Sim workflow editor. For keyboard shortcuts, see [Keyboard Shortcuts](/keyboard-shortcuts).
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@@ -13,124 +14,362 @@ A quick lookup for everyday actions in the Sim workflow editor. For keyboard sho
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|
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## Workspaces
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| Action | How |
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|--------|-----|
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| Create a workspace | Click workspace dropdown in sidebar → **New Workspace** |
|
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| Rename a workspace | Workspace settings → Edit name |
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| Switch workspaces | Click workspace dropdown in sidebar → Select workspace |
|
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| Invite team members | Workspace settings → **Team** → **Invite** |
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<table>
|
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<thead>
|
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<tr><th>Action</th><th>How</th><th>Preview</th></tr>
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</thead>
|
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<tbody>
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<tr>
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<td>Create a workspace</td>
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<td>Click workspace dropdown → **New Workspace**</td>
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<td><ActionVideo src="/static/quick-reference/create-workspace.mp4" alt="Create workspace" /></td>
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</tr>
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<tr>
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<td>Switch workspaces</td>
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<td>Click workspace dropdown → Select workspace</td>
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<td><ActionVideo src="/static/quick-reference/switch-workspace.mp4" alt="Switch workspaces" /></td>
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</tr>
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<tr>
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<td>Invite team members</td>
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<td>Sidebar → **Invite**</td>
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<td><ActionVideo src="/static/quick-reference/invite.mp4" alt="Invite team members" /></td>
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</tr>
|
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<tr>
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<td>Rename a workspace</td>
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<td>Right-click workspace → **Rename**</td>
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<td rowSpan={4}><ActionImage src="/static/quick-reference/workspace-context-menu.png" alt="Workspace context menu" /></td>
|
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</tr>
|
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<tr>
|
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<td>Duplicate a workspace</td>
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<td>Right-click workspace → **Duplicate**</td>
|
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</tr>
|
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<tr>
|
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<td>Export a workspace</td>
|
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<td>Right-click workspace → **Export**</td>
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</tr>
|
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<tr>
|
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<td>Delete a workspace</td>
|
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<td>Right-click workspace → **Delete**</td>
|
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</tr>
|
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</tbody>
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</table>
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|
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## Workflows
|
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|
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| Action | How |
|
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|--------|-----|
|
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| Create a workflow | Click **New Workflow** button or `Mod+Shift+A` |
|
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| Rename a workflow | Double-click workflow name in sidebar, or right-click → **Rename** |
|
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| Duplicate a workflow | Right-click workflow → **Duplicate** |
|
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| Reorder workflows | Drag workflow up/down in the sidebar list |
|
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| Import a workflow | Sidebar menu → **Import** → Select file |
|
||||
| Create a folder | Right-click in sidebar → **New Folder** |
|
||||
| Rename a folder | Right-click folder → **Rename** |
|
||||
| Delete a folder | Right-click folder → **Delete** |
|
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| Collapse/expand folder | Click folder arrow, or double-click folder |
|
||||
| Move workflow to folder | Drag workflow onto folder in sidebar |
|
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| Delete a workflow | Right-click workflow → **Delete** |
|
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| Export a workflow | Right-click workflow → **Export** |
|
||||
| Assign workflow color | Right-click workflow → **Change Color** |
|
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| Multi-select workflows | `Mod+Click` or `Shift+Click` workflows in sidebar |
|
||||
| Open in new tab | Right-click workflow → **Open in New Tab** |
|
||||
<table>
|
||||
<thead>
|
||||
<tr><th>Action</th><th>How</th><th>Preview</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Create a workflow</td>
|
||||
<td>Click **+** button in sidebar</td>
|
||||
<td><ActionImage src="/static/quick-reference/create-workflow.png" alt="Create workflow" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Reorder / move workflows</td>
|
||||
<td>Drag workflow up/down or onto a folder</td>
|
||||
<td><ActionVideo src="/static/quick-reference/reordering.mp4" alt="Reorder workflows" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Import a workflow</td>
|
||||
<td>Click import button in sidebar → Select file</td>
|
||||
<td><ActionImage src="/static/quick-reference/import-workflow.png" alt="Import workflow" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Multi-select workflows</td>
|
||||
<td>`Mod+Click` or `Shift+Click` workflows in sidebar</td>
|
||||
<td><ActionVideo src="/static/quick-reference/multiselect.mp4" alt="Multi-select workflows" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Open in new tab</td>
|
||||
<td>Right-click workflow → **Open in New Tab**</td>
|
||||
<td rowSpan={6}><ActionImage src="/static/quick-reference/workflow-context-menu.png" alt="Workflow context menu" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Rename a workflow</td>
|
||||
<td>Right-click workflow → **Rename**</td>
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</tr>
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<tr>
|
||||
<td>Assign workflow color</td>
|
||||
<td>Right-click workflow → **Change Color**</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Duplicate a workflow</td>
|
||||
<td>Right-click workflow → **Duplicate**</td>
|
||||
</tr>
|
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<tr>
|
||||
<td>Export a workflow</td>
|
||||
<td>Right-click workflow → **Export**</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Delete a workflow</td>
|
||||
<td>Right-click workflow → **Delete**</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Rename a folder</td>
|
||||
<td>Right-click folder → **Rename**</td>
|
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<td rowSpan={6}><ActionImage src="/static/quick-reference/folder-context-menu.png" alt="Folder context menu" /></td>
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||||
</tr>
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||||
<tr>
|
||||
<td>Create workflow in folder</td>
|
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<td>Right-click folder → **Create workflow**</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Create folder in folder</td>
|
||||
<td>Right-click folder → **Create folder**</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Duplicate a folder</td>
|
||||
<td>Right-click folder → **Duplicate**</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Export a folder</td>
|
||||
<td>Right-click folder → **Export**</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Delete a folder</td>
|
||||
<td>Right-click folder → **Delete**</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
## Blocks
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Add a block | Drag from Toolbar panel, or right-click canvas → **Add Block** |
|
||||
| Select a block | Click on the block |
|
||||
| Multi-select blocks | `Mod+Click` additional blocks, or right-drag to draw selection box |
|
||||
| Move blocks | Drag selected block(s) to new position |
|
||||
| Copy blocks | `Mod+C` with blocks selected |
|
||||
| Paste blocks | `Mod+V` to paste copied blocks |
|
||||
| Duplicate blocks | Right-click → **Duplicate** |
|
||||
| Delete blocks | `Delete` or `Backspace` key, or right-click → **Delete** |
|
||||
| Rename a block | Click block name in header, or edit in the Editor panel |
|
||||
| Enable/Disable a block | Right-click → **Enable/Disable** |
|
||||
| Toggle handle orientation | Right-click → **Toggle Handles** |
|
||||
| Toggle trigger mode | Right-click trigger block → **Toggle Trigger Mode** |
|
||||
| Configure a block | Select block → use Editor panel on right |
|
||||
<table>
|
||||
<thead>
|
||||
<tr><th>Action</th><th>How</th><th>Preview</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Add a block</td>
|
||||
<td>Drag from Toolbar panel, or right-click canvas → **Add Block**</td>
|
||||
<td><ActionVideo src="/static/quick-reference/add-block.mp4" alt="Add a block" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Multi-select blocks</td>
|
||||
<td>`Mod+Click` additional blocks, or shift-drag to draw selection box</td>
|
||||
<td><ActionVideo src="/static/quick-reference/multiselect-blocks.mp4" alt="Multi-select blocks" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Copy blocks</td>
|
||||
<td>`Mod+C` with blocks selected</td>
|
||||
<td rowSpan={2}><ActionVideo src="/static/quick-reference/copy-paste.mp4" alt="Copy and paste blocks" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Paste blocks</td>
|
||||
<td>`Mod+V` to paste copied blocks</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Duplicate blocks</td>
|
||||
<td>Right-click → **Duplicate**</td>
|
||||
<td><ActionVideo src="/static/quick-reference/duplicate-block.mp4" alt="Duplicate blocks" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Delete blocks</td>
|
||||
<td>`Delete` or `Backspace` key, or right-click → **Delete**</td>
|
||||
<td><ActionImage src="/static/quick-reference/delete-block.png" alt="Delete block" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Rename a block</td>
|
||||
<td>Click block name in header, or edit in the Editor panel</td>
|
||||
<td><ActionVideo src="/static/quick-reference/rename-block.mp4" alt="Rename a block" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Enable/Disable a block</td>
|
||||
<td>Right-click → **Enable/Disable**</td>
|
||||
<td><ActionImage src="/static/quick-reference/disable-block.png" alt="Disable block" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Toggle handle orientation</td>
|
||||
<td>Right-click → **Toggle Handles**</td>
|
||||
<td><ActionVideo src="/static/quick-reference/toggle-handles.mp4" alt="Toggle handle orientation" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Configure a block</td>
|
||||
<td>Select block → use Editor panel on right</td>
|
||||
<td><ActionVideo src="/static/quick-reference/configure-block.mp4" alt="Configure a block" /></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
## Connections
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Create a connection | Drag from output handle to input handle |
|
||||
| Delete a connection | Click edge to select → `Delete` key |
|
||||
| Use output in another block | Drag connection tag into input field |
|
||||
|
||||
## Canvas Navigation
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Pan/move canvas | Left-drag on empty space, or scroll/trackpad |
|
||||
| Zoom in/out | Scroll wheel or pinch gesture |
|
||||
| Auto-layout | `Shift+L` |
|
||||
| Draw selection box | Right-drag on empty canvas area |
|
||||
<table>
|
||||
<thead>
|
||||
<tr><th>Action</th><th>How</th><th>Preview</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Create a connection</td>
|
||||
<td>Drag from output handle to input handle</td>
|
||||
<td><ActionVideo src="/static/quick-reference/connect-blocks.mp4" alt="Connect blocks" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Delete a connection</td>
|
||||
<td>Click edge to select → `Delete` key</td>
|
||||
<td><ActionVideo src="/static/quick-reference/delete-connection.mp4" alt="Delete connection" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Use output in another block</td>
|
||||
<td>Drag connection tag into input field</td>
|
||||
<td><ActionVideo src="/static/quick-reference/connection-tag.mp4" alt="Use connection tag" /></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
## Panels & Views
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Open Copilot tab | Press `C` or click Copilot tab |
|
||||
| Open Toolbar tab | Press `T` or click Toolbar tab |
|
||||
| Open Editor tab | Press `E` or click Editor tab |
|
||||
| Search toolbar | `Mod+F` |
|
||||
| Toggle advanced mode | Click toggle button on input fields |
|
||||
| Resize panels | Drag panel edge |
|
||||
| Collapse/expand sidebar | Click collapse button on sidebar |
|
||||
<table>
|
||||
<thead>
|
||||
<tr><th>Action</th><th>How</th><th>Preview</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Search toolbar</td>
|
||||
<td>`Mod+F`</td>
|
||||
<td><ActionVideo src="/static/quick-reference/search-toolbar.mp4" alt="Search toolbar" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Search everything</td>
|
||||
<td>`Mod+K`</td>
|
||||
<td><ActionImage src="/static/quick-reference/search-everything.png" alt="Search everything" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Toggle manual mode</td>
|
||||
<td>Click toggle button to switch between manual and selector</td>
|
||||
<td><ActionImage src="/static/quick-reference/toggle-manual-mode.png" alt="Toggle manual mode" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Collapse/expand sidebar</td>
|
||||
<td>Click collapse button on sidebar</td>
|
||||
<td><ActionVideo src="/static/quick-reference/collapse-sidebar.mp4" alt="Collapse sidebar" /></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
## Running & Testing
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Run workflow | Click Play button or `Mod+Enter` |
|
||||
| Stop workflow | Click Stop button or `Mod+Enter` while running |
|
||||
| Test with chat | Use Chat panel on the right side |
|
||||
| Select output to view | Click dropdown in Chat panel → Select block output |
|
||||
| Clear chat history | Click clear button in Chat panel |
|
||||
| View execution logs | Open terminal panel at bottom, or `Mod+L` |
|
||||
| Filter logs by block | Click block filter in terminal |
|
||||
| Filter logs by status | Click status filter in terminal |
|
||||
| Search logs | Use search field in terminal |
|
||||
| Copy log entry | Right-click log entry → **Copy** |
|
||||
| Clear terminal | `Mod+D` |
|
||||
<table>
|
||||
<thead>
|
||||
<tr><th>Action</th><th>How</th><th>Preview</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Run workflow</td>
|
||||
<td>Click Run Workflow button or `Mod+Enter`</td>
|
||||
<td><ActionImage src="/static/quick-reference/run-workflow.png" alt="Run workflow" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Stop workflow</td>
|
||||
<td>Click Stop button or `Mod+Enter` while running</td>
|
||||
<td><ActionImage src="/static/quick-reference/stop-workflow.png" alt="Stop workflow" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Test with chat</td>
|
||||
<td>Use Chat panel on the right side</td>
|
||||
<td><ActionImage src="/static/quick-reference/test-chat.png" alt="Test with chat" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Select output to view</td>
|
||||
<td>Click dropdown in Chat panel → Select block output</td>
|
||||
<td><ActionImage src="/static/quick-reference/output-select.png" alt="Select output to view" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Clear chat history</td>
|
||||
<td>Click clear button in Chat panel</td>
|
||||
<td><ActionImage src="/static/quick-reference/clear-chat.png" alt="Clear chat history" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>View execution logs</td>
|
||||
<td>Open terminal panel at bottom, or `Mod+L`</td>
|
||||
<td><ActionImage src="/static/quick-reference/terminal.png" alt="Execution logs terminal" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Filter logs by block or status</td>
|
||||
<td>Click block filter in terminal or right-click log entry → **Filter by Block** or **Filter by Status**</td>
|
||||
<td><ActionImage src="/static/quick-reference/filter-block.png" alt="Filter logs by block" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Search logs</td>
|
||||
<td>Use search field in terminal or right-click log entry → **Search**</td>
|
||||
<td><ActionImage src="/static/quick-reference/terminal-search.png" alt="Search logs" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Copy log entry</td>
|
||||
<td>Clipboard Icon or Right-click log entry → **Copy**</td>
|
||||
<td><ActionImage src="/static/quick-reference/copy-log.png" alt="Copy log entry" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Clear terminal</td>
|
||||
<td>Trash icon or `Mod+D`</td>
|
||||
<td><ActionImage src="/static/quick-reference/clear-terminal.png" alt="Clear terminal" /></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
## Deployment
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Deploy a workflow | Click **Deploy** button in Deploy tab |
|
||||
| Update deployment | Click **Update** when changes are detected |
|
||||
| View deployment status | Check status indicator (Live/Update/Deploy) in Deploy tab |
|
||||
| Revert deployment | Access previous versions in Deploy tab |
|
||||
| Copy webhook URL | Deploy tab → Copy webhook URL |
|
||||
| Copy API endpoint | Deploy tab → Copy API endpoint URL |
|
||||
| Set up a schedule | Add Schedule trigger block → Configure interval |
|
||||
<table>
|
||||
<thead>
|
||||
<tr><th>Action</th><th>How</th><th>Preview</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Deploy a workflow</td>
|
||||
<td>Click **Deploy** button in panel</td>
|
||||
<td><ActionImage src="/static/quick-reference/deploy.png" alt="Deploy workflow" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Update deployment</td>
|
||||
<td>Click **Update** when changes are detected</td>
|
||||
<td><ActionImage src="/static/quick-reference/update-deployment.png" alt="Update deployment" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>View deployment status</td>
|
||||
<td>Check status indicator (Live/Update/Deploy) in Deploy tab</td>
|
||||
<td><ActionImage src="/static/quick-reference/view-deployment.png" alt="View deployment status" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Revert deployment</td>
|
||||
<td>Access previous versions in Deploy tab → **Promote to live**</td>
|
||||
<td><ActionImage src="/static/quick-reference/promote-deployment.png" alt="Promote deployment to live" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Copy API endpoint</td>
|
||||
<td>Deploy tab → Copy API endpoint URL</td>
|
||||
<td><ActionImage src="/static/quick-reference/copy-api.png" alt="Copy API endpoint" /></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
## Variables
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Add workflow variable | Variables tab → **Add Variable** |
|
||||
| Edit workflow variable | Variables tab → Click variable to edit |
|
||||
| Delete workflow variable | Variables tab → Click delete icon on variable |
|
||||
| Add environment variable | Settings → **Environment Variables** → **Add** |
|
||||
| Reference a variable | Use `{{variableName}}` syntax in block inputs |
|
||||
|
||||
## Credentials
|
||||
|
||||
| Action | How |
|
||||
|--------|-----|
|
||||
| Add API key | Block credential field → **Add Credential** → Enter API key |
|
||||
| Connect OAuth account | Block credential field → **Connect** → Authorize with provider |
|
||||
| Manage credentials | Settings → **Credentials** |
|
||||
| Remove credential | Settings → **Credentials** → Delete credential |
|
||||
<table>
|
||||
<thead>
|
||||
<tr><th>Action</th><th>How</th><th>Preview</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Add / Edit / Delete workflow variable</td>
|
||||
<td>Panel -> Variables -> **Add Variable**, click to edit, or delete icon</td>
|
||||
<td><ActionImage src="/static/quick-reference/variables.png" alt="Variables panel" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Add environment variable</td>
|
||||
<td>Settings → **Environment Variables** → **Add**</td>
|
||||
<td><ActionImage src="/static/quick-reference/add-env-variable.png" alt="Add environment variable" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Reference a workflow variable</td>
|
||||
<td>Use `<blockName.itemName>` syntax in block inputs</td>
|
||||
<td><ActionImage src="/static/quick-reference/variable-reference.png" alt="Reference workflow variable" /></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Reference an environment variable</td>
|
||||
<td>Use `{{ENV_VAR}}` syntax in block inputs</td>
|
||||
<td><ActionImage src="/static/quick-reference/env-variable-reference.png" alt="Reference environment variable" /></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
|
||||
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apps/docs/public/static/quick-reference/add-env-variable.png
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apps/docs/public/static/quick-reference/stop-workflow.png
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apps/docs/public/static/quick-reference/terminal-search.png
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apps/docs/public/static/quick-reference/terminal.png
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apps/docs/public/static/quick-reference/test-chat.png
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apps/docs/public/static/quick-reference/toggle-manual-mode.png
Normal file
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apps/docs/public/static/quick-reference/update-deployment.png
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apps/docs/public/static/quick-reference/variable-reference.png
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After Width: | Height: | Size: 60 KiB |
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apps/docs/public/static/quick-reference/variables.png
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apps/docs/public/static/quick-reference/view-deployment.png
Normal file
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