Canvas

Learn more about Canvas, the Digibee Integration Platform building environment that lets you quickly create pipelines and capsules.

Canvas is the environment where you create pipelines and capsules on the Digibee Integration Platform. It provides an intuitive and flexible way to visualize and create complex integration flows.

To learn more about building flows in pipelines and capsules, refer to the following documentation:

• How to create a pipeline

• How to create a capsule

This documentation covers all Canvas features and how they can help you build flows more effectively.

Building tools and navigation

Discover the tools available in the Canvas that help you build, organize, and interact with your flows more efficiently. These include AI assistance, search features, and helpful in-app resources.

Smart Connector User Experience

The Smart Connector User Experience allows you to add new connections directly into the flow without needing to drag and drop them from the palette of connectors and capsules. It also offers a unified search for elements in Canvas.

To add a new connection, click on the + button at the end or in the middle of the flow and select the next step from the available options.

Learn more about the Smart Connector User Experience.

Highlight on available connectors

When pulling the connector line from the + button, the available connectors that can receive the connection are highlighted. This feature makes it easier to identify where to connect the next step of your flow.

AI Assistant

The AI Assistant, available via the AI button (sparkle icon) in the left menu, is an AI-powered tool within the Canvas of the Digibee Integration Platform. As part of our AI Pair Programmer approach, it helps accelerate time-consuming tasks, such as:

• Designing the integration logic

• Generating JOLT specifications

• Documenting integrations

• Getting general guidance and support

With the AI Assistant, you can complete these tasks without leaving the environment in which you create your integrations. See the documentation for more information.

Flow – Test Cases and Flow Tree

In the Flow section of the left sidebar, you can:

• Create different test scenarios for your pipeline to ensure the flow logic works as expected, by setting up a Test Case.

• View a complete tree structure of your flow, including all connectors, even those in subflows or not currently connected.

Search field

The search field enables you to search for connectors, accounts, globals, and any other fields in the connector configuration form. Once the search result is found, you can focus on the item or open its settings for further adjustments.

Help Hub

The Help Hub is accessible through the question mark icon in the left-side menu. It provides quick access to useful links and information, including:

• Release Notes: Directs you to the Release Notes on the Documentation Portal, where you can find the latest Platform updates.

• Documentation: Opens the Documentation Portal, which contains detailed information on Platform features and troubleshooting articles.

• Digibee Academy: Takes you to the Digibee Academy, where you can complete courses on how to best use Digibee.

• Tutorials and Checklists: Provides in-app tutorials and checklists to help you maximize Canvas usage and streamline pipeline creation. After clicking this option, a pop-up will appear in the lower-right corner of the Canvas, showing checklists and tutorials.

• Use Cases in Action: Displays articles from the Use Cases in Action documentation, allowing you to view and read them directly in the Help Hub.

Additional options

At the top of the Help Hub, you can also:

• Send Feedback: Suggest a feature, provide feedback on the product, or propose updates to the documentation.

• View keyboard shortcuts: Click the keyboard shortcuts icon next to the Send Feedback button to see a list of useful keyboard shortcuts to use for Canvas.

• Open a Support chat: Click the chat icon to start a conversation with our Support team, ready to assist you as needed.

Canvas view and layout controls

Learn how to move around and visually organize your pipeline or capsule using zoom, auto pan, the minimap, and layout adjustment tools for a clearer and more productive experience.

Auto pan

When dragging a connector, the Canvas automatically follows the cursor, making it easier to navigate through large pipelines and capsules. This allows you to drag connectors across the Canvas without losing visibility of the flow.

Rearrange

The Rearrange button lets you rearrange the connectors, making the flow easier to read. Unconnected connectors are arranged vertically on the left, while connected ones are aligned horizontally for better visualization.

Additionally, you can use the Ctrl (Cmd) + O shortcut to quickly rearrange the flow.

Minimap

The minimap, located in the bottom-right corner, helps you navigate large flows quickly. Sub-level connectors like Choice and Parallel Execution are displayed in distinct colors on the minimap for easier identification. The minimap is closed by default, giving you the option to enable it as needed.

To open the minimap, you can also use the Ctrl (Cmd) + Shift + M shortcut.

Zoom in and out

You can use the zoom control to focus on specific areas of the flow or zoom out to get a broader view of the entire flow.

Flow validation and testing tools

Explore features that support validating and inspecting your integration logic, including real-time error checks, test executions, and execution path inspection.

Linter: Error detection and quality checks

Canvas includes a linter that displays real-time alerts during pipeline and capsule creation. These alerts help developers identify and fix issues quickly. There are two types of alerts:

• Error alerts indicate critical issues that must be resolved before saving the project.

• Warning alerts highlight improvement opportunities that do not block project completion.

Learn more in the documentation about Linter.

Execution panel

The Execution panel allows you to run the pipeline or capsule in a test environment, validating the integration logic. It uses test values registered in the Globals, Accounts, Relationship, and Multi-Instance services.

You can also use the Ctrl (Cmd) + D shortcut to open the Execution Panel, and Ctrl (Cmd) + Enter to execute the flow.

Refer to the Execution panel documentation to learn more.

Design and Inspect Mode

Canvas operates in two modes: Design and Inspect. By default, it opens in Design Mode, where you create and edit on your flow. When you execute the flow, Inspect Mode is activated to help you trace the path of execution and see more information about each connector.

In Inspect Mode, the execution path is highlighted in green, while unexecuted parts of the flow are represented by dashed lines and grayed-out connectors. Red connectors indicate execution failures.

For more detailed information, refer to the Design and Inspect Mode documentation.