Server Connect Actions Editor
Tour the Server Connect Actions Editor: build action flows, configure step properties, and test outputs quickly.
Introduction
This tour opens a sample Server Connect Action in the dedicated editor so you can explore the editor workspace, view modes, and panels in context.
Editor workspace
This is the dedicated Server Connect Actions editor. This workspace is optimized for editing a single action: steps on the left/center, properties on the side, and quick toggles in the header toolbars.
View mode and panels
In the steps header area you can:
- Switch between Tree and Flow view
- Show/hide the Actions panel (when available)
- Show/hide the Properties panel
These controls help you focus when actions get large.
Properties panel
Select a step in the tree, then use the Properties panel to configure its inputs and options.
Tip: if you don’t see Properties, use the header toggle to show it.
Properties panel (compact layout)
On smaller windows or compact layouts, Properties may appear in a different panel.
If you don’t see it on the right, look for it in the secondary panel area.
Actions panel (inserting steps)
When the Actions panel is available, it’s your catalog of step types.
Typical workflow:
- Open the Actions panel
- Find a step (Database, HTTP, Files, Auth, …)
- Insert it into your action flow/tree
Inserting steps
There are a few common ways to add steps: via the Actions panel (when available), via the tree context menu (right‑click), or by duplicating an existing step and tweaking it.
Next, continue with the Server Connect Actions hub for a guided path and practical recipes.
Next Steps
Next: continue with the deep dives for adding steps, understanding action structure, and working with properties.