Working on the canvas

The core of your scheme building

The Canvas provides a visual environment for creating a scheme whose properties and settings were defined in the previous steps.

Here, you can:

• Build logical processing chains
• Arrange and configure conditions and actions
• Connect steps into a complete logical workflow
• Prepare a scheme for validation and activation

A scheme can only be activated if all elements are properly connected and configured.

Structure of a scheme

Every scheme follows a consistent structure. Available elements depend on the selected scheme type, and their functionality becomes active once they are placed and configured on the Canvas.

Start

Start defines the entry point of the workflow and the source of data. For pricing schemes, this includes PNR evaluation parameters.

Conditions and actions

Conditions and actions form the core logic of the scheme:

• Conditions evaluate data and split the flow using OK / FAIL paths
• GDS usage elements perform operations within the GDS
• Other elements extend functionality without interacting with the GDS

Finish

Finish marks the logical completion of the workflow and indicates that no further actions are required.

Additional elements

Additional elements can be added to improve processing flexibility.

• Pause – temporarily stops processing
• Repeat – restarts processing based on defined logic

Toolbar menu

All scheme elements are displayed in the Toolbar menu depending on the selected scheme type. Each element provides a specific level of functionality, which becomes available after the element is placed on the Canvas.

Show all groups

The menu also includes a Show all groups section. When enabled, it displays:

• All elements available for the selected scheme type
• Including elements not supported by your current GDS

When you hover over an unavailable element, a tooltip explains why it is not available. This helps explore cross-GDS functionality.

Adding and connecting elements

Adding elements

1. Click an element in the Toolbar menu.
2. Click on the Canvas to place it.

ℹ Note: This menu is available in Draft mode only. Press the Arrows button to expand it.

Moving elements

Click and hold an element to reposition it anywhere on the Canvas.

Connecting elements

Drag from an element's exit point to the entry point of the next element.

Each element has predefined connection points:

• Single point – Start and Finish
• Entry + exit – standard actions
• Entry + two exits (OK / FAIL) – conditions and critical actions

Grouping elements

Creating groups

Grouping helps manage large schemes:

1. Right-click and select multiple elements.
2. Choose the Group selected elements.

Managing groups

• Ungroup – remove grouping
• Add description – add descriptions for clarity and navigation

ℹ Groups can be moved or duplicated as a single unit.

Validation and saving

The Canvas supports quick keyboard actions:

• Check (Ctrl + K) – validates the scheme and highlights configuration errors. Does not save changes.
• Save (Ctrl + S) – saves the current draft
• Undo changes (Ctrl + R) – reverts to the last saved state

Frequent validation helps catch errors early in complex workflows.

Element configuration

Opening settings

Left-clicking an element opens additional tools:

• Help – create a support ticket
• Copy link – generate a direct link to the element
• Swap OK / FAIL – adjust visual layout without changing logic
• Remove all connections – clear all links
• Delete – remove element from the Canvas
• Remove from group – detach element from a group

Double-click an element to open its configuration panel.

Common configuration fields:

• Text fields
• Checkboxes
• Drop-down lists (highlighted in blue)
• Variables for dynamic values

Click Apply to save element settings.

Elements can also be renamed using the Title field for better searchability.

For detailed information about configuring Conditions and Actions, see their respective pages.

Searching on the Canvas

The search tool allows you to find elements by:

• Default element name
• Custom title
• Notes added to the scheme

Matching elements are highlighted directly on the Canvas.

Best practices

• Validate often during editing
• Use groups for complex logic
• Rename key elements for clarity
• Use search to navigate large schemes
• Make sure to save your work at key stages