Actions panel
Browse step types Insert quickly
Adding steps
All the ways to add and organize steps in the Server Connect Actions editor (Actions panel, drag & drop, inline + controls, context menu).
Introduction
Section titled “Introduction”Adding steps becomes much easier once you understand how each new node changes the action flow instead of just the tree shape. This tour frames step insertion as a workflow decision, so you can see where logic belongs, how order affects results, and why named steps make later debugging easier.
Inline +
Insert before/after or inside containers
Drag & drop
Reorder steps Copy/move fast
You’ll learn 4 insertion methods: Actions panel, inline +, drag & drop, and context menu.
Most workflows start by selecting a step, then inserting relative to it.
Keep steps small and named well; it pays off in debugging.
Insert from the Actions panel
Section titled “Insert from the Actions panel”The tour opens the Actions panel so you can browse available step types (Database, HTTP, Files, Logic, …).
Typical workflow:
- Select a step in the tree
- Click a step type in the Actions panel to insert it relative to your selection
Tip: if you don’t see the Actions panel, use the left panel toggle in the editor header.
Inline + controls
Section titled “Inline + controls”The editor shows inline “+” insertion controls around steps (before/after) and inside container steps.
Use these when you want to insert something quickly without opening any panel.
Drag & drop
Section titled “Drag & drop”You can drag steps to reorder them, and in many cases you can also drag a step type from the Actions panel into the tree.
Tip: use drag & drop to quickly clean up the flow after experimenting.
Right-click context menu
Section titled “Right-click context menu”In the Steps tree, right-click a step to access common actions:
- Insert step before/after/inside
- Duplicate / delete
- Convert or wrap (depending on step type)
This is often the fastest way when your hand is already on the tree.
Where the new step goes
Section titled “Where the new step goes”Most insertion methods work relative to the currently selected step.
You can insert before or after a step, or insert inside a container step (like an If / Try / Repeat / Switch).
Tip: when in doubt, click the step you want to insert next to, then add the new step.
Before / After
Insert next to a step
Inside containers
Add nested steps
Selection matters
Click a step first
Adding steps is easiest when you have a clear insertion point.
Containers create hierarchy; keep it readable.
If your new step ends up in the wrong place, just drag it to reorder.
Conclusion
Section titled “Conclusion”Recap what you learned and choose where to go next.
Next steps
Section titled “Next steps”Pick a related tour to continue.