Visual Builder

The drag-and-drop interface for designing processes — stages, connections, conditions, and version history.

Overview

The Visual Builder is PlugIQ’s drag-and-drop interface for designing processes. It gives you complete control over every aspect of a workflow without writing any code.

Canvas Layout

The builder is divided into three panels:

  • Left panel — stage palette and component library.
  • Center canvas — the process flow diagram.
  • Right panel — configuration options for the selected element.

Adding Stages

Drag a stage type from the left panel onto the canvas. Available stage types include:

  • Submission — the entry point where requesters fill out the form.
  • Approval — assigned approvers review and act.
  • Automated — triggers an action (email, webhook, document generation) without human input.
  • End — marks the workflow as complete.

Connecting Stages

Click the output handle of one stage and drag to the input handle of another to create a connection. You can add conditions to each connection. Multiple outgoing connections create branching logic.

Version History

Every time you publish a process, PlugIQ saves a version snapshot. You can review or restore any previous version from the Version History tab.

Using Build Copilot Forms and Fields
Back to Building Processes