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Advanced Builder: Selection-Based Actions Improve Large-Canvas Editing

December 11, 20253 min read
team brainstorming at whiteboard office

Photo by Paymo on Unsplash

Working on a large canvas should feel fast. We improved the Advanced Builder so selection-based actions make editing smoother and more efficient. These changes help keep canvases organized, speed up bulk edits, and make labeling and formatting specific areas simple.

What selection-based actions let you do

Selection-based actions focus editing where it matters. Use them to:

  • Toggle entire sections on or off — disable or enable branches inside the selected area to test different paths quickly.

  • Format only the selected area — snap spacing and align connections for cleaner layouts without touching the whole canvas.

  • Add sticky notes behind a selection — label groups of nodes instantly with a right-click.

  • Right-click Quick Actions — access common commands for the selection, like tidy or label, with a single menu.

Advanced Builder canvas showing multiple nodes, a dashed selection around several nodes on the right, and a Quick Actions context menu listing Copy, Cut, Add Sticky Note, Disable Nodes, Enable Nodes, Format, Delete.

How to access and use selection-based Quick Actions

Here is a short, step-by-step workflow to get started.

  1. Open the Workflows tab inside the Automations section and create or edit a workflow.

Screenshot of Automation › Workflows list showing the 'Advanced Builder' workflow row highlighted and a 'Create Workflow' button in the top right.
  • Set the workflow to use the Advanced Builder by choosing it from the dropdown in the top-left corner.

Workflows editor dropdown with 'Advanced Builder' selected and highlighted.
  • Click and hold the left mouse button. Drag to draw a selection around the nodes you want to work with.

Advanced Builder canvas showing a dashed rectangular selection around SMS, Wait, and Email nodes with a pointer nearby.
  • Right-click the selection to open the Quick Actions menu. Choose toggles, alignment, spacing, sticky notes, or cleanup options.

Advanced Builder canvas with a dashed selection around nodes and a Quick Actions context menu showing Add Sticky Note, Disable Nodes, Enable Nodes, Format and Delete.

Practical examples and use cases

Selection-based actions work best when you need targeted edits without disturbing the entire canvas. Try these common uses.

  • Disable a branch for testing. Select the branch and toggle it off while you test other paths.

  • Clean up a crowded area. Select the messy region and apply snap spacing and alignment to make it readable.

  • Label a group. Add a sticky note behind a selection to document intent or next steps for teammates.

  • Format incrementally. Work section by section to keep large workflows performant and organized.

Toggle entire sections on or off from the chosen area. Snap spacing, align connections, and clean up just the portion you selected for an organized canvas.

Tips for faster canvas editing

  • Select before you format. That way alignment and spacing only affect relevant nodes.

  • Use sticky notes to explain complex branches. It helps later maintenance and handoffs.

  • Disable branches to isolate behavior. This makes debugging quicker.

  • Keep selections small when testing. Small, frequent edits reduce accidental wide changes.

Advanced Builder canvas with heading 'Format Only The Selected Area' and a single SMS node highlighted with a green selection glow.

Pinnacle workflow consistency

These selection-based actions are built to fit existing workflows. They reduce friction when scaling automations. Use them to keep workflows tidy and easy to maintain.

FAQ

How do selection-based actions improve editing speed?

They let us format, toggle, and label only the nodes we choose. That avoids global changes and reduces the time spent cleaning up unrelated parts of the canvas.

Can we disable an entire branch at once?

Yes. Select the branch area and use the toggle action to turn that section off without affecting the rest of the workflow.

Will alignment and spacing affect nodes outside the selection?

No. Snap spacing and align connections apply only to the selected area, so the rest of the canvas stays intact.

How do we add a sticky note to a selection?

After selecting nodes, right-click and choose the sticky note option. The note is placed behind the selection so labels stay organized and visible.

Where do we find the Advanced Builder?

Open Workflows inside Automations, edit a workflow, and pick Advanced Builder from the dropdown in the top-left corner.

Who benefits most from these updates?

Teams managing large or complex workflows benefit the most. These actions reduce manual cleanup and make iterative edits faster.

This article was created from the video Advanced Builder: Selection-Based Actions Improve Large-Canvas Editing

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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