---
title: Quick Reference
description: Essential actions for navigating and using the Sim workflow editor
---

import { Callout } from 'fumadocs-ui/components/callout'
import { ActionImage, ActionVideo } from '@/components/ui/action-media'

A quick lookup for everyday actions in the Sim workflow editor. For keyboard shortcuts, see [Keyboard Shortcuts](/keyboard-shortcuts).

<Callout type="info">
  **Mod** refers to `Cmd` on macOS and `Ctrl` on Windows/Linux.
</Callout>

## Workspaces

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Create a workspace</td>
      <td>Click workspace dropdown → **New Workspace**</td>
      <td><ActionVideo src="quick-reference/create-workspace.mp4" alt="Create workspace" /></td>
    </tr>
    <tr>
      <td>Switch workspaces</td>
      <td>Click workspace dropdown → Select workspace</td>
      <td><ActionVideo src="quick-reference/switch-workspace.mp4" alt="Switch workspaces" /></td>
    </tr>
    <tr>
      <td>Invite team members</td>
      <td>Sidebar → **Invite**. Internal invites join the organization; external workspace members get workspace access only.</td>
      <td><ActionVideo src="quick-reference/invite.mp4" alt="Invite team members" /></td>
    </tr>
    <tr>
      <td>Rename a workspace</td>
      <td>Right-click workspace → **Rename**</td>
      <td rowSpan={4}><ActionImage src="/static/quick-reference/workspace-context-menu.png" alt="Workspace context menu" /></td>
    </tr>
    <tr>
      <td>Duplicate a workspace</td>
      <td>Right-click workspace → **Duplicate**</td>
    </tr>
    <tr>
      <td>Export a workspace</td>
      <td>Right-click workspace → **Export**</td>
    </tr>
    <tr>
      <td>Delete a workspace</td>
      <td>Right-click workspace → **Delete**</td>
    </tr>
  </tbody>
</table>

## Workflows

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Create a workflow</td>
      <td>Click **+** button in sidebar</td>
      <td><ActionImage src="/static/quick-reference/create-workflow.png" alt="Create workflow" /></td>
    </tr>
    <tr>
      <td>Reorder / move workflows</td>
      <td>Drag workflow up/down or onto a folder</td>
      <td><ActionVideo src="quick-reference/reordering.mp4" alt="Reorder workflows" /></td>
    </tr>
    <tr>
      <td>Import a workflow</td>
      <td>Click import button in sidebar → Select file</td>
      <td><ActionImage src="/static/quick-reference/import-workflow.png" alt="Import workflow" /></td>
    </tr>
    <tr>
      <td>Multi-select workflows</td>
      <td>`Mod+Click` or `Shift+Click` workflows in sidebar</td>
      <td><ActionVideo src="quick-reference/multiselect.mp4" alt="Multi-select workflows" /></td>
    </tr>
    <tr>
      <td>Open in new tab</td>
      <td>Right-click workflow → **Open in New Tab**</td>
      <td rowSpan={6}><ActionImage src="/static/quick-reference/workflow-context-menu.png" alt="Workflow context menu" /></td>
    </tr>
    <tr>
      <td>Rename a workflow</td>
      <td>Right-click workflow → **Rename**</td>
    </tr>
    <tr>
      <td>Assign workflow color</td>
      <td>Right-click workflow → **Change Color**</td>
    </tr>
    <tr>
      <td>Duplicate a workflow</td>
      <td>Right-click workflow → **Duplicate**</td>
    </tr>
    <tr>
      <td>Export a workflow</td>
      <td>Right-click workflow → **Export**</td>
    </tr>
    <tr>
      <td>Delete a workflow</td>
      <td>Right-click workflow → **Delete**</td>
    </tr>
    <tr>
      <td>Rename a folder</td>
      <td>Right-click folder → **Rename**</td>
      <td rowSpan={6}><ActionImage src="/static/quick-reference/folder-context-menu.png" alt="Folder context menu" /></td>
    </tr>
    <tr>
      <td>Create workflow in folder</td>
      <td>Right-click folder → **Create workflow**</td>
    </tr>
    <tr>
      <td>Create folder in folder</td>
      <td>Right-click folder → **Create folder**</td>
    </tr>
    <tr>
      <td>Duplicate a folder</td>
      <td>Right-click folder → **Duplicate**</td>
    </tr>
    <tr>
      <td>Export a folder</td>
      <td>Right-click folder → **Export**</td>
    </tr>
    <tr>
      <td>Delete a folder</td>
      <td>Right-click folder → **Delete**</td>
    </tr>
  </tbody>
</table>

## Blocks

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Add a block</td>
      <td>Drag from Toolbar panel, or right-click canvas → **Add Block**</td>
      <td><ActionVideo src="quick-reference/add-block.mp4" alt="Add a block" /></td>
    </tr>
    <tr>
      <td>Multi-select blocks</td>
      <td>`Mod+Click` additional blocks, or shift-drag to draw selection box</td>
      <td><ActionVideo src="quick-reference/multiselect-blocks.mp4" alt="Multi-select blocks" /></td>
    </tr>
    <tr>
      <td>Copy blocks</td>
      <td>`Mod+C` with blocks selected</td>
      <td rowSpan={2}><ActionVideo src="quick-reference/copy-paste.mp4" alt="Copy and paste blocks" /></td>
    </tr>
    <tr>
      <td>Paste blocks</td>
      <td>`Mod+V` to paste copied blocks</td>
    </tr>
    <tr>
      <td>Duplicate blocks</td>
      <td>Right-click → **Duplicate**</td>
      <td><ActionVideo src="quick-reference/duplicate-block.mp4" alt="Duplicate blocks" /></td>
    </tr>
    <tr>
      <td>Delete blocks</td>
      <td>`Delete` or `Backspace` key, or right-click → **Delete**</td>
      <td><ActionImage src="/static/quick-reference/delete-block.png" alt="Delete block" /></td>
    </tr>
    <tr>
      <td>Rename a block</td>
      <td>Click block name in header, or edit in the Editor panel</td>
      <td><ActionVideo src="quick-reference/rename-block.mp4" alt="Rename a block" /></td>
    </tr>
    <tr>
      <td>Enable/Disable a block</td>
      <td>Right-click → **Enable/Disable**</td>
      <td><ActionImage src="/static/quick-reference/disable-block.png" alt="Disable block" /></td>
    </tr>
    <tr>
      <td>Lock/Unlock a block</td>
      <td>Hover block → Click lock icon (Admin only)</td>
      <td><ActionImage src="/static/quick-reference/lock-block.png" alt="Lock block" /></td>
    </tr>
    <tr>
      <td>Toggle handle orientation</td>
      <td>Right-click → **Toggle Handles**</td>
      <td><ActionVideo src="quick-reference/toggle-handles.mp4" alt="Toggle handle orientation" /></td>
    </tr>
    <tr>
      <td>Configure a block</td>
      <td>Select block → use Editor panel on right</td>
      <td><ActionVideo src="quick-reference/configure-block.mp4" alt="Configure a block" /></td>
    </tr>
  </tbody>
</table>

## Connections

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Create a connection</td>
      <td>Drag from output handle to input handle</td>
      <td><ActionVideo src="quick-reference/connect-blocks.mp4" alt="Connect blocks" /></td>
    </tr>
    <tr>
      <td>Delete a connection</td>
      <td>Click edge to select → `Delete` key</td>
      <td><ActionVideo src="quick-reference/delete-connection.mp4" alt="Delete connection" /></td>
    </tr>
    <tr>
      <td>Use output in another block</td>
      <td>Drag connection tag into input field</td>
      <td><ActionVideo src="quick-reference/connection-tag.mp4" alt="Use connection tag" /></td>
    </tr>
  </tbody>
</table>

## Panels & Views

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Search toolbar</td>
      <td>`Mod+F`</td>
      <td><ActionVideo src="quick-reference/search-toolbar.mp4" alt="Search toolbar" /></td>
    </tr>
    <tr>
      <td>Search everything</td>
      <td>`Mod+K`</td>
      <td><ActionImage src="/static/quick-reference/search-everything.png" alt="Search everything" /></td>
    </tr>
    <tr>
      <td>Toggle manual mode</td>
      <td>Click toggle button to switch between manual and selector</td>
      <td><ActionImage src="/static/quick-reference/toggle-manual-mode.png" alt="Toggle manual mode" /></td>
    </tr>
    <tr>
      <td>Collapse/expand sidebar</td>
      <td>Click collapse button on sidebar</td>
      <td><ActionVideo src="quick-reference/collapse-sidebar.mp4" alt="Collapse sidebar" /></td>
    </tr>
  </tbody>
</table>

## Running & Testing

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Run workflow</td>
      <td>Click Run Workflow button or `Mod+Enter`</td>
      <td><ActionImage src="/static/quick-reference/run-workflow.png" alt="Run workflow" /></td>
    </tr>
    <tr>
      <td>Stop workflow</td>
      <td>Click Stop button or `Mod+Enter` while running</td>
      <td><ActionImage src="/static/quick-reference/stop-workflow.png" alt="Stop workflow" /></td>
    </tr>
    <tr>
      <td>Test with chat</td>
      <td>Use Chat panel on the right side</td>
      <td><ActionImage src="/static/quick-reference/test-chat.png" alt="Test with chat" /></td>
    </tr>
    <tr>
      <td>Select output to view</td>
      <td>Click dropdown in Chat panel → Select block output</td>
      <td><ActionImage src="/static/quick-reference/output-select.png" alt="Select output to view" /></td>
    </tr>
    <tr>
      <td>Clear chat history</td>
      <td>Click clear button in Chat panel</td>
      <td><ActionImage src="/static/quick-reference/clear-chat.png" alt="Clear chat history" /></td>
    </tr>
    <tr>
      <td>Run from block</td>
      <td>Hover block → Click play button, or right-click → **Run from block**</td>
      <td><ActionImage src="/static/quick-reference/run-from-block.png" alt="Run from block" /></td>
    </tr>
    <tr>
      <td>Run until block</td>
      <td>Right-click block → **Run until block**</td>
      <td><ActionImage src="/static/quick-reference/run-until-block.png" alt="Run until block" /></td>
    </tr>
    <tr>
      <td>View execution logs</td>
      <td>Open terminal panel at bottom, or `Mod+L`</td>
      <td><ActionImage src="/static/quick-reference/terminal.png" alt="Execution logs terminal" /></td>
    </tr>
    <tr>
      <td>Filter logs</td>
      <td>Click filter icon in terminal → Filter by block or status</td>
      <td><ActionImage src="/static/quick-reference/filter-block.png" alt="Filter logs by block" /></td>
    </tr>
    <tr>
      <td>Search logs</td>
      <td>Use search field in terminal or right-click log entry → **Search**</td>
      <td><ActionImage src="/static/quick-reference/terminal-search.png" alt="Search logs" /></td>
    </tr>
    <tr>
      <td>Copy log entry</td>
      <td>Clipboard Icon or Right-click log entry → **Copy**</td>
      <td><ActionImage src="/static/quick-reference/copy-log.png" alt="Copy log entry" /></td>
    </tr>
    <tr>
      <td>Clear terminal</td>
      <td>Trash icon or `Mod+D`</td>
      <td><ActionImage src="/static/quick-reference/clear-terminal.png" alt="Clear terminal" /></td>
    </tr>
  </tbody>
</table>

## Deployment

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Deploy a workflow</td>
      <td>Click **Deploy** button in panel</td>
      <td><ActionImage src="/static/quick-reference/deploy.png" alt="Deploy workflow" /></td>
    </tr>
    <tr>
      <td>Update deployment</td>
      <td>Click **Update** when changes are detected</td>
      <td><ActionImage src="/static/quick-reference/update-deployment.png" alt="Update deployment" /></td>
    </tr>
    <tr>
      <td>View deployment status</td>
      <td>Check status indicator (Live/Update/Deploy) in Deploy tab</td>
      <td><ActionImage src="/static/quick-reference/view-deployment.png" alt="View deployment status" /></td>
    </tr>
    <tr>
      <td>Revert deployment</td>
      <td>Access previous versions in Deploy tab → **Promote to live**</td>
      <td><ActionImage src="/static/quick-reference/promote-deployment.png" alt="Promote deployment to live" /></td>
    </tr>
    <tr>
      <td>Add version description</td>
      <td>Deploy tab → Click description icon → Add or generate description</td>
      <td><ActionVideo src="quick-reference/deployment-description.mp4" alt="Add deployment version description" /></td>
    </tr>
    <tr>
      <td>Copy API endpoint</td>
      <td>Deploy tab → API → Copy API cURL</td>
      <td><ActionImage src="/static/quick-reference/copy-api.png" alt="Copy API endpoint" /></td>
    </tr>
  </tbody>
</table>

## Variables

<table>
  <thead>
    <tr><th>Action</th><th>How</th><th>Preview</th></tr>
  </thead>
  <tbody>
    <tr>
      <td>Add / Edit / Delete workflow variable</td>
      <td>Panel -> Variables -> **Add Variable**, click to edit, or delete icon</td>
      <td><ActionImage src="/static/quick-reference/variables.png" alt="Variables panel" /></td>
    </tr>
    <tr>
      <td>Add environment variable</td>
      <td>Settings → **Environment Variables** → **Add**</td>
      <td><ActionImage src="/static/quick-reference/add-env-variable.png" alt="Add environment variable" /></td>
    </tr>
    <tr>
      <td>Reference a workflow variable</td>
      <td>Use `<blockName.itemName>` syntax in block inputs</td>
      <td><ActionImage src="/static/quick-reference/variable-reference.png" alt="Reference workflow variable" /></td>
    </tr>
    <tr>
      <td>Reference an environment variable</td>
      <td>Use `{{ENV_VAR}}` syntax in block inputs</td>
      <td><ActionImage src="/static/quick-reference/env-variable-reference.png" alt="Reference environment variable" /></td>
    </tr>
  </tbody>
</table>

