Editing a Dataflow
You can edit a dataflow only when it is in the Draft
status.
Note: For dataflows in the Reject
status, click Edit on the dataflow canvas to change the status to Draft
before making edits.
To edit,
- Navigate to the Neo extension portal {host url}/extensions/neo/ui, select the organization where you want to create the dataflow.
- In the My Dataflows tab, use the search bar to find the dataflow you want to edit.
- Click on the dataflow.
The dataflow version page opens. - In the dataflow version page, click the version of the dataflow that is in
Draft
status to modify it. - Add, delete, modify blocks, modify connections as per your requirement.
- Click Save.
- Test the dataflow using an API testing tool.
- Click Send for Approval to submit the dataflow for approval.
The dataflow status changes toAwaiting approval
.

Modifying Dataflow Connections
In a dataflow, blocks are connected by connector lines. When editing a dataflow, you can add a block, modify or remove these connections from the canvas.
Changing a Connection
You can change a connection to link to a different block.
To change a connection,
- Click the connection line between two blocks that you want to move.
- Drag the connection to the input node of the new target block on the canvas.
- Release the connection to attach it to the new block.
Removing a Connection
You can remove a connection between blocks.
To remove a connection,
- Select the connection you want to remove.
- Drag it to an empty area on the canvas.
- Release it to delete the connection.

Adding a Block
On the dataflow canvas, you can add blocks to meet your dataflow requirements.
To add a block,
- Click the output node of an existing block.
- Choose the desired block from the list that appears.
The block is added to the dataflow.

Deleting a Block
On the dataflow canvas, you can delete blocks as needed for your dataflow.
To delete a block:
- Hover over the block you want to delete.
- Click the delete icon.
- Click Yes, delete on the delete block modal.
The block and its connections are removed from the dataflow.

Updated 1 day ago