# Quick reference (/quick-reference)



Look up an action by task, or use your browser's find command to search this page. `Mod` means `Cmd` on macOS and `Ctrl` on Windows and Linux. See [Keyboard shortcuts](/keyboard-shortcuts) for the full shortcut reference.

Edit permissions, Admin permissions, and resource locks determine which controls are available.

## Workspaces [#workspaces]

| Task | How |
| - | - |
| Create a workspace | Open the workspace dropdown → **New workspace**. |
| Switch workspaces | Open the workspace dropdown and select a workspace. |
| Invite teammates | Workspace dropdown → **Invite teammates**. Workspace Admin permission is required. Internal invites join the organization; external members receive workspace access only. See [Permissions](/platform/permissions). |
| Rename a workspace | In the workspace dropdown, right-click the workspace → **Rename**. |
| Delete a workspace | In the workspace dropdown, right-click the workspace → **Delete**, then review the confirmation. |

## Workflows and folders [#workflows-and-folders]

| Task | How |
| - | - |
| Create a workflow | Click **+** beside **Workflows**. |
| Reorder or move workflows | Drag a workflow within the list or onto a folder. |
| Import a workflow | **Workflows → More actions → Import workflow**, then select the exported file. |
| Select multiple workflows | `Mod` + click toggles selection; `Shift` + click selects a range. |
| Open a workflow in a new tab | Right-click the workflow → **Open in new tab**. |
| Rename a workflow | Right-click the workflow → **Rename**. |
| Duplicate a workflow | Right-click the workflow → **Duplicate**. |
| Export a workflow | Right-click the workflow → **Export**. Inspect literal values and configuration before sharing the export. |
| Delete a workflow | Right-click the workflow → **Delete**, then review the confirmation. Its deployments become unavailable. |
| Rename a folder | Right-click the folder → **Rename**. |
| Create a workflow in a folder | Right-click the folder → **Create workflow**. |
| Create a folder inside a folder | Right-click the folder → **Create folder**. |
| Duplicate a folder | Right-click the folder → **Duplicate**. |
| Export a folder | Right-click the folder → **Export**. Inspect the included workflows before sharing. |
| Delete a folder | Right-click the folder → **Delete**, then review the confirmation. |

## Blocks [#blocks]

| Task | How |
| - | - |
| Add a block | Drag it from **Toolbar** into the builder, or right-click empty space → **Add Block**. |
| Select multiple blocks | Drag over empty space in Select mode, or `Shift` + drag in Hand mode. `Mod` or `Shift` + click adds blocks to the selection. |
| Copy blocks | Select the blocks → `Mod` + `C`. |
| Paste blocks | `Mod` + `V`. Singleton blocks such as Start and Response cannot be duplicated into the same workflow. |
| Duplicate blocks | Right-click the selection → **Duplicate**. The action is unavailable for singleton blocks. |
| Delete blocks | Select them → `Delete` or `Backspace`, or right-click → **Delete**. |
| Rename a block | Right-click → **Rename**, or double-click its name in **Editor**. |
| Enable or disable a block | Right-click → **Enable** or **Disable**, depending on its current state. |
| Lock or unlock a block | Hover the block and click **Lock** or **Unlock**, or use its context menu. Workspace Admin permission is required. |
| Configure a block | Select it and edit its fields in **Editor**. |

## Connections [#connections]

| Task | How |
| - | - |
| Create a connection | Drag from the upstream block's output handle to the downstream block's input handle. |
| Delete a connection | Select the edge → `Delete` or `Backspace`, or click **Delete connection** on the selected edge. |
| Use an output in another block | In the downstream block's **Editor → Connections**, drag the upstream output field into the input. You can also insert its [reference](/workflows/connections). |

## Panels and views [#panels-and-views]

| Task | How |
| - | - |
| Search Toolbar | `Mod` + `Alt` + `F` opens **Toolbar** and focuses its search. |
| Search workspace resources and commands | `Mod` + `K` opens search. |
| Enter a manual selector ID | Where offered, choose **Switch to manual ID**. Choose **Switch to selector** to return to the option list. |
| Collapse or expand the sidebar | Click **Toggle sidebar**, or press `Mod` + `B` outside an editable field. |

## Run and inspect [#run-and-inspect]

Workflow test chat runs the current workflow. The panel's **Chat** tab is where you ask Sim to help build it.

| Task | How |
| - | - |
| Run a workflow | Click **Run**, or `Mod` + `Enter` outside an editable field. |
| Stop a running workflow | Click **Stop**, or `Mod` + `Enter` while it runs. |
| Test with chat | Click **Open chat** beside the workflow's More actions menu to open the test chat. |
| Select outputs to display | In workflow test chat, open **Outputs** and choose the block and output fields. |
| Clear test chat history | Workflow test chat → **Chat actions** (three dots) → **Clear**. |
| Run from a block | Hover and click its run control, or right-click → **Run from block**. Run upstream blocks first to supply required outputs. Unavailable for notes and blocks inside subflows. |
| Run until a block | Right-click → **Run until block**. Unavailable for triggers, notes, and blocks inside subflows. |
| View execution logs | Expand **Logs** at the bottom, then select a block row to inspect its input and output. `Mod` + `L` opens the full Logs page. |
| Filter logs | Use the workflow Logs filters, or right-click a row → **Filter by Block** or **Filter by Status**. |
| Search a block's output | Select its log row → **Search in output**, or right-click inside the output → **Search**. |
| Copy a block's output | Select its log row → **Copy output**, or right-click inside the output → **Copy Selection** or **Copy All**. |
| Clear the workflow console | Click **Clear console**, or `Mod` + `D` outside an editable field. This clears the builder's console, not persisted run logs. |

## Deployment [#deployment]

Deploying and changing the live version require workspace Admin permission. Draft edits do not change an existing deployment until you update it.

| Task | How |
| - | - |
| Deploy a workflow | Click **Deploy** at the top of the workflow panel. |
| Update a deployment | Click **Update** after changing the draft and deploy the new version. |
| View deployment status | The top chip reads **Deploy**, **Update**, or **Live**. Open it for deployment details. |
| Restore an earlier live version | Deployment → **General → Versions → Version actions → Promote to live**, then confirm. **Load deployment** instead loads that version into the draft. |
| Add a version description | **General → Versions → Add description** or **Edit description**. Enter text or choose **Generate**. |
| Copy an API request example | Deployment → **API** → choose **cURL**, then copy the request sample. Keep its authentication headers and required inputs. |

## Variables and secrets [#variables-and-secrets]

| Task | How |
| - | - |
| Add, edit, or delete a workflow variable | Workflow More actions menu → **Variables**. Click **+** to add, edit **Name**, **Type**, and **Value**, or use the variable's delete control. |
| Add an environment variable | **Settings → Workspace → Secrets**. Enter a name and value in a workspace or personal row, then **Save**. See [Variables](/workflows/variables) for scope and overrides. |
| Reference a workflow variable | Use `<variable.name>` in a block input. |
| Reference an environment variable | Use `{{ENV_VAR}}` in a block input. |

## Related docs [#related-docs]

* [Keyboard shortcuts](/keyboard-shortcuts)
* [Connections](/workflows/connections)
* [Logs and debugging](/logs-debugging)
* [Deployment](/workflows/deployment)