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| 1 | +--- |
| 2 | +title: Quick Reference |
| 3 | +description: Essential actions for navigating and using the Sim workflow editor |
| 4 | +--- |
| 5 | + |
| 6 | +import { Callout } from 'fumadocs-ui/components/callout' |
| 7 | + |
| 8 | +A quick lookup for everyday actions in the Sim workflow editor. For keyboard shortcuts, see [Keyboard Shortcuts](/keyboard-shortcuts). |
| 9 | + |
| 10 | +<Callout type="info"> |
| 11 | + **Mod** refers to `Cmd` on macOS and `Ctrl` on Windows/Linux. |
| 12 | +</Callout> |
| 13 | + |
| 14 | +## Workspaces |
| 15 | + |
| 16 | +| Action | How | |
| 17 | +|--------|-----| |
| 18 | +| Create a workspace | Click workspace dropdown in sidebar → **New Workspace** | |
| 19 | +| Rename a workspace | Workspace settings → Edit name | |
| 20 | +| Switch workspaces | Click workspace dropdown in sidebar → Select workspace | |
| 21 | +| Invite team members | Workspace settings → **Team** → **Invite** | |
| 22 | + |
| 23 | +## Workflows |
| 24 | + |
| 25 | +| Action | How | |
| 26 | +|--------|-----| |
| 27 | +| Create a workflow | Click **New Workflow** button or `Mod+Shift+A` | |
| 28 | +| Rename a workflow | Double-click workflow name in sidebar, or right-click → **Rename** | |
| 29 | +| Duplicate a workflow | Right-click workflow → **Duplicate** | |
| 30 | +| Reorder workflows | Drag workflow up/down in the sidebar list | |
| 31 | +| Import a workflow | Sidebar menu → **Import** → Select file | |
| 32 | +| Create a folder | Right-click in sidebar → **New Folder** | |
| 33 | +| Rename a folder | Right-click folder → **Rename** | |
| 34 | +| Delete a folder | Right-click folder → **Delete** | |
| 35 | +| Collapse/expand folder | Click folder arrow, or double-click folder | |
| 36 | +| Move workflow to folder | Drag workflow onto folder in sidebar | |
| 37 | +| Delete a workflow | Right-click workflow → **Delete** | |
| 38 | +| Export a workflow | Right-click workflow → **Export** | |
| 39 | +| Assign workflow color | Right-click workflow → **Change Color** | |
| 40 | +| Multi-select workflows | `Mod+Click` or `Shift+Click` workflows in sidebar | |
| 41 | +| Open in new tab | Right-click workflow → **Open in New Tab** | |
| 42 | + |
| 43 | +## Blocks |
| 44 | + |
| 45 | +| Action | How | |
| 46 | +|--------|-----| |
| 47 | +| Add a block | Drag from Toolbar panel, or right-click canvas → **Add Block** | |
| 48 | +| Select a block | Click on the block | |
| 49 | +| Multi-select blocks | `Mod+Click` additional blocks, or right-drag to draw selection box | |
| 50 | +| Move blocks | Drag selected block(s) to new position | |
| 51 | +| Copy blocks | `Mod+C` with blocks selected | |
| 52 | +| Paste blocks | `Mod+V` to paste copied blocks | |
| 53 | +| Duplicate blocks | Right-click → **Duplicate** | |
| 54 | +| Delete blocks | `Delete` or `Backspace` key, or right-click → **Delete** | |
| 55 | +| Rename a block | Click block name in header, or edit in the Editor panel | |
| 56 | +| Enable/Disable a block | Right-click → **Enable/Disable** | |
| 57 | +| Toggle handle orientation | Right-click → **Toggle Handles** | |
| 58 | +| Toggle trigger mode | Right-click trigger block → **Toggle Trigger Mode** | |
| 59 | +| Configure a block | Select block → use Editor panel on right | |
| 60 | + |
| 61 | +## Connections |
| 62 | + |
| 63 | +| Action | How | |
| 64 | +|--------|-----| |
| 65 | +| Create a connection | Drag from output handle to input handle | |
| 66 | +| Delete a connection | Click edge to select → `Delete` key | |
| 67 | +| Use output in another block | Drag connection tag into input field | |
| 68 | + |
| 69 | +## Canvas Navigation |
| 70 | + |
| 71 | +| Action | How | |
| 72 | +|--------|-----| |
| 73 | +| Pan/move canvas | Left-drag on empty space, or scroll/trackpad | |
| 74 | +| Zoom in/out | Scroll wheel or pinch gesture | |
| 75 | +| Auto-layout | `Shift+L` | |
| 76 | +| Draw selection box | Right-drag on empty canvas area | |
| 77 | + |
| 78 | +## Panels & Views |
| 79 | + |
| 80 | +| Action | How | |
| 81 | +|--------|-----| |
| 82 | +| Open Copilot tab | Press `C` or click Copilot tab | |
| 83 | +| Open Toolbar tab | Press `T` or click Toolbar tab | |
| 84 | +| Open Editor tab | Press `E` or click Editor tab | |
| 85 | +| Search toolbar | `Mod+F` | |
| 86 | +| Toggle advanced mode | Click toggle button on input fields | |
| 87 | +| Resize panels | Drag panel edge | |
| 88 | +| Collapse/expand sidebar | Click collapse button on sidebar | |
| 89 | + |
| 90 | +## Running & Testing |
| 91 | + |
| 92 | +| Action | How | |
| 93 | +|--------|-----| |
| 94 | +| Run workflow | Click Play button or `Mod+Enter` | |
| 95 | +| Stop workflow | Click Stop button or `Mod+Enter` while running | |
| 96 | +| Test with chat | Use Chat panel on the right side | |
| 97 | +| Select output to view | Click dropdown in Chat panel → Select block output | |
| 98 | +| Clear chat history | Click clear button in Chat panel | |
| 99 | +| View execution logs | Open terminal panel at bottom, or `Mod+L` | |
| 100 | +| Filter logs by block | Click block filter in terminal | |
| 101 | +| Filter logs by status | Click status filter in terminal | |
| 102 | +| Search logs | Use search field in terminal | |
| 103 | +| Copy log entry | Right-click log entry → **Copy** | |
| 104 | +| Clear terminal | `Mod+D` | |
| 105 | + |
| 106 | +## Deployment |
| 107 | + |
| 108 | +| Action | How | |
| 109 | +|--------|-----| |
| 110 | +| Deploy a workflow | Click **Deploy** button in Deploy tab | |
| 111 | +| Update deployment | Click **Update** when changes are detected | |
| 112 | +| View deployment status | Check status indicator (Live/Update/Deploy) in Deploy tab | |
| 113 | +| Revert deployment | Access previous versions in Deploy tab | |
| 114 | +| Copy webhook URL | Deploy tab → Copy webhook URL | |
| 115 | +| Copy API endpoint | Deploy tab → Copy API endpoint URL | |
| 116 | +| Set up a schedule | Add Schedule trigger block → Configure interval | |
| 117 | + |
| 118 | +## Variables |
| 119 | + |
| 120 | +| Action | How | |
| 121 | +|--------|-----| |
| 122 | +| Add workflow variable | Variables tab → **Add Variable** | |
| 123 | +| Edit workflow variable | Variables tab → Click variable to edit | |
| 124 | +| Delete workflow variable | Variables tab → Click delete icon on variable | |
| 125 | +| Add environment variable | Settings → **Environment Variables** → **Add** | |
| 126 | +| Reference a variable | Use `{{variableName}}` syntax in block inputs | |
| 127 | + |
| 128 | +## Credentials |
| 129 | + |
| 130 | +| Action | How | |
| 131 | +|--------|-----| |
| 132 | +| Add API key | Block credential field → **Add Credential** → Enter API key | |
| 133 | +| Connect OAuth account | Block credential field → **Connect** → Authorize with provider | |
| 134 | +| Manage credentials | Settings → **Credentials** | |
| 135 | +| Remove credential | Settings → **Credentials** → Delete credential | |
| 136 | + |
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