Builder

The main workspace where users can create and edit their templates

The Builder is the main workspace in Stubber for creating and editing templates. It is where you will spend most of your time when defining your process.

In the Builder, you can create, edit, and delete templates, as well as add and configure actions, states, and action settings.

# Accessing the Builder

To access the Builder, open the menu in the top-right corner of the screen next to the user icon, then select Builder.

After selecting Builder, you will be taken to the Builder app.

When you open or create a template, you will be taken to the template editor page. On your Builder page, you will find a canvas where you can add, drag, and connect actions and states, along with two toolbars that help you manage your template.

1. Create New
   • Gives options to create new templates, articles, or folders.
2. Open Overview
   • Opens an overview of the selected template.
3. Open Default Flow
   • Opens the default context of the selected template. See the canvas section below.

# Canvas

When you edit a template in Stubber, you do so on the canvas.
The canvas is where you add, drag, and connect actions and states to build your template.
The canvas is the primary workspace where you will spend most of your time when editing a template.

# On top-most toolbar you will find the following options:

• The Stubber logo redirects you to the template list page.
• The template's name.
• The View JSON editor button allows you to access advanced JSON editing.
• The View Layout editor button takes you to the layout editor mode where you can edit the template layout. For more information, see Layout Editor.
• The Edit template details button enables you to modify template details such as its name and starting state.
• The View Contact Lists button allows you to view and manage contact lists associated with the template. For more information, see Contact Lists.
• The View Flow Data button lets you view and manage flow data associated with the template.
• The View activity log button provides an overview of all collaborators working on the template, along with the changes they made.
• The Copy template link to clipboard button lets you share the template with others.
• The View template versions button allows you to view previous versions of the template and, when necessary, restore a previous version.
• The Publish template button lets you publish the template to the live environment so all collaborators can see the latest version.

# On the bottom-most toolbar, you will find the following options:

• The Template Overview button directs you to the Template Overview page where you can see your various contexts and templates.
• The Add Note button allows you to add notes to the canvas.
• The Add Headings button allows you to add headings to the canvas for the purpose of labeling and organizing your template.
• The Add External Link button allows you to add external resources (URL) to the canvas.
• The Add Template Data button allows you to set up editable data that is relevant to the template.
• The Paste Items button allows you to paste items from your clipboard to the canvas.
• The Open Library button allows you to browse through pre-built actions that you can add to your template.
• The Add Stub button allows you to add a new stub to the canvas, which you can use to implement and manage your processes.
• The Add State button allows you to add a new state to the canvas, which are steps that keep track of progress and provide clarity on the current state of the process.
• The Add Action button allows you to add a new action to the canvas, which are steps that enable progress toward a state.

# Collaboration

The Builder allows for collaboration, enabling you to work on the same template as your team. You can see who is currently working on the template by looking at the top-right corner of the screen, where you will find the user icon and the number of collaborators currently working on the template. You can also see the collaborators by clicking or hovering on the user icon.

# Autosave

The Builder automatically saves your work, so you do not have to worry about losing your progress or manually saving your work.