Info: This article is work in progress and subject to change.
The Workflow Assistant Configurator is a three-column workspace: a component palette on the left, an editor canvas in the middle, and an options panel on the right.
This article gives you the tour. It is short and intended to be read once and then referred to when something is hard to find.
The full Configurator interface — "Menu" on the left, “Workspace" currently showing the Component palette in the centre and “Editor canvas” on the right
Saving and exiting safely
Three habits, all reinforced elsewhere in the manual, are worth repeating here:
- Save before navigating away. The Save changes button in the header is your friend. Watch the saved-state indicator
- Confirm the configuration name in the header before making changes. Especially if you administer several configurations
- Sign out, do not just close the tab, when you are finished for the day. Sign-out clears tokens immediately; closing the tab leaves them to expire on their own
The menu (left)
The header is always visible at the top of the screen. It contains:
| Menu element | What it does |
|---|---|
| Back | Exists the configurator without saving |
| Menu expander | Expands the menu so the names of the icons are visible |
| Component palette | Opens the component palette in the middle. |
| External data sources | Opens in the external data sources panel in the middle - replaces the component palette. |
| Help | Opens the in-product Help dialog (see the section below) |
| Save changes | Persists your edits to the configuration. Shows Saving… while in flight and a saved-state indicator when clean. The Configurator does not auto-save |
| Log out | Ends your session and returns you to the sign-in screen |
| Version number | Displays the current version number of the configurator |
Note: The menu shows whether your work is saved. Always check the saved-state indicator before navigating away from a configuration, switching configurations, or closing the browser tab. Unsaved work is lost.
The workspace (middle)
The workspace has 3 different views depending on what you select from the menu.
The component palette
The component palette is your library of building blocks. Every component you can place on a panel is listed here, organised into groups.
The default groups are:
| Group | What it contains |
|---|---|
| Fields | Every field type — Text, Rich text, Number, Decimal, Date, Datetime, Dropdown, Tags, Link, Asset link, Formatted, Milli-to-time, External data source |
| Actions | Action types — Navigate to folder, Query assets, Metadata stamper, Navigate to URL, plus configurable Buttons |
| Notifications | The Notification component, used with one of four message types (Info, Warning, Error, Blank) |
| Widgets | Turn-key components — Pinned Collections, Asset Link, Metadata Stamp, Group into Collection, Metadata Report |
| Preset combinations | Ready-made multi-component patterns — Horizontal asset data, Approve / Reject |
| Layouts | Row layouts — Grid x1, Grid x2, Grid x3, and the Divider |
To add a component to your panel, drag it from the palette into the editor canvas. To configure it once it is placed, click it on the canvas — its options appear in the options panel on the right.
Tip: The palette is organised the same way the Concepts pages of this manual are organised. If you cannot find a component, look at the entity-type tables in 02b — Component types: Fields, Actions, and Notifications — every component in the palette maps to one of the three top-level types.
External Data Sources
External Data Sources are a separate area of the Configurator. They are not components on a panel — they are named connections to data outside Assets that Fields can then draw from.
A typical use is a product catalogue or a controlled vocabulary that lives in another system and that you want users to pick values from inside the panel. You define the source once, then point any number of External-data-source fields at it.
External Data Sources have their own page in this manual: see 07 — External data sources. The interface tour mentions them so you know where to find the area.
The in-product Help
The Help button in the header opens an in-product Help dialog. The dialog is a quick reference summarising the most-used parts of the Configurator: Fields, Actions, Buttons, and Notifications.
The Help dialog and this manual do not duplicate one another. The dialog is for “I am in the middle of building a panel and I need to remind myself what an option does”; the manual is the source of truth for everything from concepts and methodology through to the full reference and worked examples. The Help dialog links out to the relevant manual pages where deeper material exists.
Note: If a fact disagrees between the Help dialog and the manual, the manual is correct. The Help dialog is a snapshot generated alongside a release; the manual is updated continuously. Tell your support representative if you find a discrepancy — it is a documentation bug worth fixing.
The editor canvas (right)
The canvas is where the panel takes shape. It mirrors the structure introduced in 02a — Panel anatomy — tabs across the top, sections stacked inside each tab, rows inside each section, components inside each row.
The canvas supports the following interactions:
| Interaction | What it does |
|---|---|
| Drag a component from the palette into a row | Adds the component to the row at the position you drop it |
| Drag a component within a row | Reorders components horizontally |
| Drag a row within a section | Reorders rows vertically |
| Nudge up/down a section within a tab | Reorders sections |
| Click a component, row, or section | Selects it. The options panel on the right shows the configuration for the selected element |
| Click an empty area of the canvas | Deselects everything. The options panel returns to its empty state |
| Right-click or use the inline controls on a component | Remove the component, duplicate it, or move it to another row |
The canvas is your live preview of structure, not behaviour. It shows the layout the user will see, but it does not run the conditions you have set or simulate a particular asset selection. To verify how the panel behaves for real users, sign in to Assets as a test user and look at the published panel — covered in 09 — Testing, publishing, and rollback.
The options panel (dialog)
Wherever your see the icon This invokes the options panel is where you configure the currently selected element. Its content changes depending on what you have clicked:
| When you have selected … | The options panel shows … |
|---|---|
| A tab | The tab’s display name, the audience (Assets user groups that see it) |
| A section | The section’s label, description, and audience options |
| A row | The row’s layout (Grid x1 / x2 / x3 or Divider) |
| A component | Every option for that component type — display name, field name, hint, disable condition, required condition, pattern, kept pattern, visibility checklist, and any type-specific options |
The options panel is also where you set conditions. Disable condition, Required condition, and Display condition all live here for the component you have selected. The values you type are Lucene queries — see 02d — How conditions work for the primer and 12a — Lucene query quick reference for the full vocabulary.
Tip: Most options have a hint icon next to their label. Hover the icon for a one-line explanation of what the option does without leaving the page. This is the fastest way to learn the Configurator: select a component, hover every label, and read the hints.
Where to go from here
- 03c — Your first panel — a Quick Start tutorial — now build something. The tutorial walks you through every area covered above
- 02b — Component types — for the conceptual map of what is in the component palette
- 05 — Configuring components — the full reference for every component option visible in the options panel
- 07 — External data sources — the dedicated page for the External Data Sources area
- 09 — Testing, and saving — the save / publish / rollback lifecycle introduced briefly here
Revisions
- 8 May 2026: First publication of the manual
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