Merge branch 'master' into sqs-test-fixes

.github/workflows/deploy-qa.yml

@@ -3,7 +3,7 @@ name: Deploy QA
 on:
   push:
     branches:
-      - feature/automation-branching-ux
+      - master
   workflow_dispatch:
 
 jobs:

lerna.json

@@ -1,6 +1,6 @@
 {
   "$schema": "node_modules/lerna/schemas/lerna-schema.json",
-  "version": "3.0.4",
+  "version": "3.1.0",
   "npmClient": "yarn",
   "packages": [
     "packages/*",

packages/builder/src/components/automation/AutomationBuilder/AutomationBuilder.svelte

@@ -3,8 +3,8 @@
   import Flowchart from "./FlowChart/FlowChart.svelte"
 </script>
 
-{#if $selectedAutomation}
+{#if $selectedAutomation?.data}
-  {#key $selectedAutomation._id}
+  {#key $selectedAutomation.data._id}
-    <Flowchart automation={$selectedAutomation} />
+    <Flowchart automation={$selectedAutomation.data} />
   {/key}
 {/if}

packages/builder/src/components/automation/AutomationBuilder/DraggableCanvas.svelte

@@ -0,0 +1,497 @@
+<script>
+  import { writable } from "svelte/store"
+  import {
+    setContext,
+    onMount,
+    createEventDispatcher,
+    onDestroy,
+    tick,
+  } from "svelte"
+  import { Utils } from "@budibase/frontend-core"
+  import { selectedAutomation, automationStore } from "stores/builder"
+
+  export function zoomIn() {
+    const scale = Number(Math.min($view.scale + 0.1, 1.5).toFixed(2))
+    view.update(state => ({
+      ...state,
+      scale,
+    }))
+  }
+
+  export function zoomOut() {
+    const scale = Number(Math.max($view.scale - 0.1, 0).toFixed(2))
+    view.update(state => ({
+      ...state,
+      scale,
+    }))
+  }
+
+  export async function reset() {
+    contentDims = {
+      ...contentDims,
+      w: contentDims.original.w,
+      h: contentDims.original.h,
+    }
+    dragOffset = []
+    contentPos.update(state => ({
+      ...state,
+      x: 0,
+      y: 0,
+    }))
+    view.update(state => ({
+      ...state,
+      scale: 1,
+    }))
+  }
+
+  export async function zoomToFit() {
+    const { width: wViewPort, height: hViewPort } =
+      viewPort.getBoundingClientRect()
+
+    const scaleTarget = Math.min(
+      wViewPort / contentDims.original.w,
+      hViewPort / contentDims.original.h
+    )
+
+    // Smallest ratio determines which dimension needs squeezed
+    view.update(state => ({
+      ...state,
+      scale: scaleTarget,
+    }))
+
+    await tick()
+
+    const adjustedY = (hViewPort - contentDims.original.h) / 2
+
+    contentPos.update(state => ({
+      ...state,
+      x: 0,
+      y: parseInt(0 + adjustedY),
+    }))
+  }
+
+  const dispatch = createEventDispatcher()
+
+  // View State
+  const view = writable({
+    dragging: false,
+    moveStep: null,
+    dragSpot: null,
+    scale: 1,
+    dropzones: {},
+    //focus - node to center on?
+  })
+
+  setContext("draggableView", view)
+
+  // View internal pos tracking
+  const internalPos = writable({ x: 0, y: 0 })
+  setContext("viewPos", internalPos)
+
+  // Content pos tracking
+  const contentPos = writable({ x: 0, y: 0, scrollX: 0, scrollY: 0 })
+  setContext("contentPos", contentPos)
+
+  // Elements
+  let mainContent
+  let viewPort
+  let contentWrap
+
+  // Mouse down
+  let down = false
+
+  // Monitor the size of the viewPort
+  let observer
+
+  // Size of the core display content
+  let contentDims = {}
+
+  // Size of the view port
+  let viewDims = {}
+
+  // When dragging the content, maintain the drag start offset
+  let dragOffset
+
+  // Used when focusing the UI on trigger
+  let loaded = false
+
+  // Edge around the draggable content
+  let contentDragPadding = 200
+
+  const onScale = async () => {
+    dispatch("zoom", $view.scale)
+    await getDims()
+  }
+
+  const getDims = async () => {
+    if (!mainContent) return
+
+    if (!contentDims.original) {
+      contentDims.original = {
+        w: parseInt(mainContent.getBoundingClientRect().width),
+        h: parseInt(mainContent.getBoundingClientRect().height),
+      }
+    }
+
+    viewDims = viewPort.getBoundingClientRect()
+
+    contentDims = {
+      ...contentDims,
+      w: contentDims.original.w * $view.scale,
+      h: contentDims.original.h * $view.scale,
+    }
+  }
+
+  const eleXY = (coords, ele) => {
+    const { clientX, clientY } = coords
+    const rect = ele.getBoundingClientRect()
+    const x = Math.round(clientX - rect.left)
+    const y = Math.round(clientY - rect.top)
+    return { x: Math.max(x, 0), y: Math.max(y, 0) }
+  }
+
+  const buildWrapStyles = (pos, scale, dims) => {
+    const { x, y } = pos
+    const { w, h } = dims
+    return `--posX: ${x}px; --posY: ${y}px; --scale: ${scale}; --wrapH: ${h}px; --wrapW: ${w}px`
+  }
+
+  const onViewScroll = e => {
+    e.preventDefault()
+    let currentScale = $view.scale
+    let scrollIncrement = 35
+    let xBump = 0
+    let yBump = 0
+
+    if (e.shiftKey) {
+      // Scroll horizontal - Needs Limits
+      xBump = scrollIncrement * (e.deltaX < 0 ? -1 : 1)
+      contentPos.update(state => ({
+        ...state,
+        x: state.x - xBump,
+        y: state.y,
+        // If scrolling *and* dragging, maintain a record of the scroll offset
+        ...($view.dragging
+          ? {
+              scrollX: state.scrollX - xBump,
+            }
+          : {}),
+      }))
+    } else if (e.ctrlKey || e.metaKey) {
+      // Scale the content on scrolling
+      let updatedScale
+      if (e.deltaY < 0) {
+        updatedScale = Math.min(1, currentScale + 0.05)
+      } else if (e.deltaY > 0) {
+        updatedScale = Math.max(0, currentScale - 0.05)
+      }
+
+      view.update(state => ({
+        ...state,
+        scale: Number(updatedScale.toFixed(2)),
+      }))
+    } else {
+      yBump = scrollIncrement * (e.deltaY < 0 ? -1 : 1)
+      contentPos.update(state => ({
+        ...state,
+        x: state.x,
+        y: state.y - yBump,
+        // If scrolling *and* dragging, maintain a record of the scroll offset
+        ...($view.dragging
+          ? {
+              scrollY: state.scrollY - yBump,
+            }
+          : {}),
+      }))
+    }
+  }
+
+  // Optimization options
+  const onViewMouseMove = async e => {
+    if (!viewPort) {
+      return
+    }
+
+    const { x, y } = eleXY(e, viewPort)
+
+    internalPos.update(() => ({
+      x,
+      y,
+    }))
+
+    if (down && !$view.dragging && dragOffset) {
+      contentPos.update(state => ({
+        ...state,
+        x: x - dragOffset[0],
+        y: y - dragOffset[1],
+      }))
+    }
+  }
+
+  const onViewDragEnd = () => {
+    down = false
+    dragOffset = [0, 0]
+  }
+
+  const handleDragDrop = () => {
+    const sourceBlock = $selectedAutomation.blockRefs[$view.moveStep.id]
+    const sourcePath = sourceBlock.pathTo
+
+    const dropZone = $view.dropzones[$view.droptarget]
+    const destPath = dropZone?.path
+
+    automationStore.actions.moveBlock(
+      sourcePath,
+      destPath,
+      $selectedAutomation.data
+    )
+  }
+
+  const onMouseUp = () => {
+    if ($view.droptarget) {
+      handleDragDrop()
+    }
+
+    view.update(state => ({
+      ...state,
+      dragging: false,
+      moveStep: null,
+      dragSpot: null,
+      dropzones: {},
+      droptarget: null,
+    }))
+
+    // Clear the scroll offset for dragging
+    contentPos.update(state => ({
+      ...state,
+      scrollY: 0,
+      scrollX: 0,
+    }))
+  }
+
+  const onMouseMove = async e => {
+    if (!viewPort) {
+      return
+    }
+    // Update viewDims to get the latest viewport dimensions
+    viewDims = viewPort.getBoundingClientRect()
+
+    if ($view.moveStep && $view.dragging === false) {
+      view.update(state => ({
+        ...state,
+        dragging: true,
+      }))
+    }
+
+    const checkIntersection = (pos, dzRect) => {
+      return (
+        pos.x < dzRect.right &&
+        pos.x > dzRect.left &&
+        pos.y < dzRect.bottom &&
+        pos.y > dzRect.top
+      )
+    }
+
+    if ($view.dragging) {
+      const adjustedX =
+        (e.clientX - viewDims.left - $view.moveStep.offsetX) / $view.scale
+      const adjustedY =
+        (e.clientY - viewDims.top - $view.moveStep.offsetY) / $view.scale
+
+      view.update(state => ({
+        ...state,
+        dragSpot: {
+          x: adjustedX,
+          y: adjustedY,
+        },
+      }))
+    }
+
+    if ($view.moveStep && $view.dragging) {
+      let hovering = false
+      Object.entries($view.dropzones).forEach(entry => {
+        const [dzKey, dz] = entry
+        if (checkIntersection({ x: e.clientX, y: e.clientY }, dz.dims)) {
+          hovering = true
+          view.update(state => ({
+            ...state,
+            droptarget: dzKey,
+          }))
+        }
+      })
+      // Ensure that when it stops hovering, it clears the drop target
+      if (!hovering) {
+        view.update(state => ({
+          ...state,
+          droptarget: null,
+        }))
+      }
+    }
+  }
+
+  const onMoveContent = e => {
+    if (down || !viewPort) {
+      return
+    }
+    const { x, y } = eleXY(e, viewPort)
+
+    dragOffset = [Math.abs(x - $contentPos.x), Math.abs(y - $contentPos.y)]
+  }
+
+  const focusOnLoad = () => {
+    if ($view.focusEle && !loaded) {
+      const focusEleDims = $view.focusEle
+      const viewWidth = viewDims.width
+
+      // The amount to shift the content in order to center the trigger on load.
+      // The content is also padded with `contentDragPadding`
+      // The sidebar offset factors into the left positioning of the content here.
+      const targetX =
+        contentWrap.getBoundingClientRect().x -
+        focusEleDims.x +
+        (viewWidth / 2 - focusEleDims.width / 2)
+
+      // Update the content position state
+      // Shift the content up slightly to accommodate the padding
+      contentPos.update(state => ({
+        ...state,
+        x: targetX,
+        y: -(contentDragPadding / 2),
+      }))
+
+      loaded = true
+    }
+  }
+
+  // Update dims after scaling
+  $: {
+    $view.scale
+    onScale()
+  }
+
+  // Focus on a registered element
+  $: {
+    $view.focusEle
+    focusOnLoad()
+  }
+
+  // Content mouse pos and scale to css variables.
+  // The wrap is set to match the content size
+  $: wrapStyles = buildWrapStyles($contentPos, $view.scale, contentDims)
+
+  onMount(() => {
+    observer = new ResizeObserver(getDims)
+    observer.observe(viewPort)
+  })
+
+  onDestroy(() => {
+    observer.disconnect()
+  })
+</script>
+
+<!-- svelte-ignore a11y-no-static-element-interactions -->
+<!-- svelte-ignore a11y-no-noninteractive-element-interactions -->
+<div
+  class="draggable-canvas"
+  role="region"
+  aria-label="Viewport for building automations"
+  on:mouseup={onMouseUp}
+  on:mousemove={Utils.domDebounce(onMouseMove)}
+  style={`--dragPadding: ${contentDragPadding}px;`}
+>
+  <div
+    class="draggable-view"
+    bind:this={viewPort}
+    on:wheel={Utils.domDebounce(onViewScroll)}
+    on:mousemove={Utils.domDebounce(onViewMouseMove)}
+    on:mouseup={onViewDragEnd}
+    on:mouseleave={onViewDragEnd}
+  >
+    <!-- <div class="debug">
+      <span>
+        View Pos [{$internalPos.x}, {$internalPos.y}]
+      </span>
+      <span>View Dims [{viewDims.width}, {viewDims.height}]</span>
+      <span>Mouse Down [{down}]</span>
+      <span>Drag [{$view.dragging}]</span>
+      <span>Dragging [{$view?.moveStep?.id || "no"}]</span>
+      <span>Scale [{$view.scale}]</span>
+      <span>Content [{JSON.stringify($contentPos)}]</span>
+    </div> -->
+    <div
+      class="content-wrap"
+      style={wrapStyles}
+      bind:this={contentWrap}
+      class:dragging={down}
+    >
+      <div
+        class="content"
+        bind:this={mainContent}
+        on:mousemove={Utils.domDebounce(onMoveContent)}
+        on:mousedown={e => {
+          if (e.which === 1 || e.button === 0) {
+            down = true
+          }
+        }}
+        on:mouseup={e => {
+          if (e.which === 1 || e.button === 0) {
+            down = false
+          }
+        }}
+        on:mouseleave={() => {
+          down = false
+          view.update(state => ({
+            ...state,
+            dragging: false,
+            moveStep: null,
+            dragSpot: null,
+            dropzones: {},
+          }))
+        }}
+      >
+        <slot name="content" />
+      </div>
+    </div>
+  </div>
+</div>
+
+<style>
+  .draggable-canvas {
+    width: 100%;
+    height: 100%;
+  }
+  .draggable-view {
+    width: 100%;
+    height: 100%;
+    overflow: hidden;
+    position: relative;
+  }
+  .content-wrap {
+    min-width: 100%;
+    position: absolute;
+    top: 0;
+    left: 0;
+    width: var(--wrapW);
+    height: var(--wrapH);
+    cursor: grab;
+    transform: translate(var(--posX), var(--posY));
+  }
+  .content {
+    transform: scale(var(--scale));
+    user-select: none;
+    padding: var(--dragPadding);
+  }
+
+  .content-wrap.dragging {
+    cursor: grabbing;
+  }
+
+  /* .debug {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    position: fixed;
+    padding: 8px;
+    z-index: 2;
+  } */
+</style>

packages/builder/src/components/automation/AutomationBuilder/FlowChart/ActionModal.svelte

@@ -9,27 +9,42 @@
     Tags,
     Tag,
   } from "@budibase/bbui"
+  import { AutomationActionStepId } from "@budibase/types"
   import { automationStore, selectedAutomation } from "stores/builder"
   import { admin, licensing } from "stores/portal"
   import { externalActions } from "./ExternalActions"
   import { TriggerStepID, ActionStepID } from "constants/backend/automations"
-  import { checkForCollectStep } from "helpers/utils"
 
-  export let blockIdx
+  export let block
-  export let lastStep
   export let modal
 
   let syncAutomationsEnabled = $licensing.syncAutomationsEnabled
   let triggerAutomationRunEnabled = $licensing.triggerAutomationRunEnabled
   let collectBlockAllowedSteps = [TriggerStepID.APP, TriggerStepID.WEBHOOK]
   let selectedAction
-  let actions = Object.entries($automationStore.blockDefinitions.ACTION)
+  let actions = Object.entries($automationStore.blockDefinitions.ACTION).filter(
+    entry => {
+      const [key] = entry
+      return key !== AutomationActionStepId.BRANCH
+    }
+  )
   let lockedFeatures = [
     ActionStepID.COLLECT,
     ActionStepID.TRIGGER_AUTOMATION_RUN,
   ]
 
-  $: collectBlockExists = checkForCollectStep($selectedAutomation)
+  $: blockRef = $selectedAutomation.blockRefs?.[block.id]
+  $: lastStep = blockRef?.terminating
+  $: pathSteps = block.id
+    ? automationStore.actions.getPathSteps(
+        blockRef.pathTo,
+        $selectedAutomation?.data
+      )
+    : []
+
+  $: collectBlockExists = pathSteps?.some(
+    step => step.stepId === ActionStepID.COLLECT
+  )
 
   const disabled = () => {
     return {
@@ -75,7 +90,7 @@
     // Filter out Collect block if not App Action or Webhook
     if (
       !collectBlockAllowedSteps.includes(
-        $selectedAutomation.definition.trigger.stepId
+        $selectedAutomation.data.definition.trigger.stepId
       )
     ) {
       delete acc.COLLECT
@@ -100,9 +115,14 @@
         action.stepId,
         action
       )
-      await automationStore.actions.addBlockToAutomation(newBlock, blockIdx + 1)
+
+      await automationStore.actions.addBlockToAutomation(
+        newBlock,
+        blockRef ? blockRef.pathTo : block.pathTo
+      )
       modal.hide()
     } catch (error) {
+      console.error(error)
       notifications.error("Error saving automation")
     }
   }

packages/builder/src/components/automation/AutomationBuilder/FlowChart/BranchNode.svelte

@@ -0,0 +1,283 @@
+<script>
+  import FilterBuilder from "components/design/settings/controls/FilterEditor/FilterBuilder.svelte"
+  import {
+    Drawer,
+    DrawerContent,
+    ActionButton,
+    Icon,
+    Layout,
+    Body,
+    Divider,
+    TooltipPosition,
+    TooltipType,
+    Button,
+    Modal,
+    ModalContent,
+  } from "@budibase/bbui"
+  import PropField from "components/automation/SetupPanel/PropField.svelte"
+  import AutomationBindingPanel from "components/common/bindings/ServerBindingPanel.svelte"
+  import FlowItemHeader from "./FlowItemHeader.svelte"
+  import FlowItemActions from "./FlowItemActions.svelte"
+  import { automationStore, selectedAutomation } from "stores/builder"
+  import { QueryUtils } from "@budibase/frontend-core"
+  import { cloneDeep } from "lodash/fp"
+  import { createEventDispatcher, getContext } from "svelte"
+  import DragZone from "./DragZone.svelte"
+
+  const dispatch = createEventDispatcher()
+
+  export let pathTo
+  export let branchIdx
+  export let step
+  export let isLast
+  export let bindings
+  export let automation
+
+  const view = getContext("draggableView")
+
+  let drawer
+  let condition
+  let open = true
+  let confirmDeleteModal
+
+  $: branch = step.inputs?.branches?.[branchIdx]
+  $: editableConditionUI = cloneDeep(branch.conditionUI || {})
+  $: condition = QueryUtils.buildQuery(editableConditionUI)
+
+  // Parse all the bindings into fields for the condition builder
+  $: schemaFields = bindings.map(binding => {
+    return {
+      name: `{{${binding.runtimeBinding}}}`,
+      displayName: `${binding.category} - ${binding.display.name}`,
+      type: "string",
+    }
+  })
+  $: branchBlockRef = {
+    branchNode: true,
+    pathTo: (pathTo || []).concat({ branchIdx, branchStepId: step.id }),
+  }
+</script>
+
+<Modal bind:this={confirmDeleteModal}>
+  <ModalContent
+    size="M"
+    title={"Are you sure you want to delete?"}
+    confirmText="Delete"
+    onConfirm={async () => {
+      await automationStore.actions.deleteBranch(
+        branchBlockRef.pathTo,
+        $selectedAutomation.data
+      )
+    }}
+  >
+    <Body>By deleting this branch, you will delete all of its contents.</Body>
+  </ModalContent>
+</Modal>
+
+<Drawer bind:this={drawer} title="Branch condition" forceModal>
+  <Button
+    cta
+    slot="buttons"
+    on:click={() => {
+      drawer.hide()
+      dispatch("change", {
+        conditionUI: editableConditionUI,
+        condition,
+      })
+    }}
+  >
+    Save
+  </Button>
+  <DrawerContent slot="body">
+    <FilterBuilder
+      filters={editableConditionUI}
+      {bindings}
+      {schemaFields}
+      datasource={{ type: "custom" }}
+      panel={AutomationBindingPanel}
+      on:change={e => {
+        editableConditionUI = e.detail
+      }}
+      allowOnEmpty={false}
+      builderType={"condition"}
+      docsURL={null}
+    />
+  </DrawerContent>
+</Drawer>
+
+<div class="flow-item">
+  <!-- svelte-ignore a11y-no-static-element-interactions -->
+  <div
+    class={`block branch-node hoverable`}
+    class:selected={false}
+    on:mousedown={e => {
+      e.stopPropagation()
+    }}
+  >
+    <FlowItemHeader
+      {automation}
+      {open}
+      itemName={branch.name}
+      block={step}
+      deleteStep={async () => {
+        const branchSteps = step.inputs?.children[branch.id]
+        if (branchSteps.length) {
+          confirmDeleteModal.show()
+        } else {
+          await automationStore.actions.deleteBranch(
+            branchBlockRef.pathTo,
+            $selectedAutomation.data
+          )
+        }
+      }}
+      on:update={async e => {
+        let stepUpdate = cloneDeep(step)
+        let branchUpdate = stepUpdate.inputs?.branches.find(
+          stepBranch => stepBranch.id == branch.id
+        )
+        branchUpdate.name = e.detail
+
+        const updatedAuto = automationStore.actions.updateStep(
+          pathTo,
+          $selectedAutomation.data,
+          stepUpdate
+        )
+        await automationStore.actions.save(updatedAuto)
+      }}
+      on:toggle={() => (open = !open)}
+    >
+      <div slot="custom-actions" class="branch-actions">
+        <Icon
+          on:click={() => {
+            automationStore.actions.branchLeft(
+              branchBlockRef.pathTo,
+              $selectedAutomation.data,
+              step
+            )
+          }}
+          tooltip={"Move left"}
+          tooltipType={TooltipType.Info}
+          tooltipPosition={TooltipPosition.Top}
+          hoverable
+          disabled={branchIdx == 0}
+          name="ArrowLeft"
+        />
+        <Icon
+          on:click={() => {
+            automationStore.actions.branchRight(
+              branchBlockRef.pathTo,
+              $selectedAutomation.data,
+              step
+            )
+          }}
+          tooltip={"Move right"}
+          tooltipType={TooltipType.Info}
+          tooltipPosition={TooltipPosition.Top}
+          hoverable
+          disabled={isLast}
+          name="ArrowRight"
+        />
+      </div>
+    </FlowItemHeader>
+    {#if open}
+      <Divider noMargin />
+      <div class="blockSection">
+        <!-- Content body for possible slot -->
+        <Layout noPadding>
+          <PropField label="Only run when">
+            <ActionButton fullWidth on:click={drawer.show}>
+              {editableConditionUI?.groups?.length
+                ? "Update condition"
+                : "Add condition"}
+            </ActionButton>
+          </PropField>
+          <div class="footer">
+            <Icon
+              name="InfoOutline"
+              size="S"
+              color="var(--spectrum-global-color-gray-700)"
+            />
+            <Body size="XS" color="var(--spectrum-global-color-gray-700)">
+              Only the first branch which matches its condition will run
+            </Body>
+          </div>
+        </Layout>
+      </div>
+    {/if}
+  </div>
+
+  <div class="separator" />
+
+  {#if $view.dragging}
+    <DragZone path={branchBlockRef.pathTo} />
+  {:else}
+    <FlowItemActions block={branchBlockRef} />
+  {/if}
+
+  {#if step.inputs.children[branch.id]?.length}
+    <div class="separator" />
+  {/if}
+</div>
+
+<style>
+  .branch-actions {
+    display: flex;
+    gap: var(--spacing-l);
+  }
+  .footer {
+    display: flex;
+    align-items: center;
+    gap: var(--spacing-m);
+  }
+
+  .flow-item {
+    display: flex;
+    flex-direction: column;
+    align-items: center;
+  }
+
+  .block-options {
+    justify-content: flex-end;
+    align-items: center;
+    display: flex;
+    gap: var(--spacing-m);
+  }
+  .center-items {
+    display: flex;
+    align-items: center;
+  }
+  .splitHeader {
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+  }
+  .iconAlign {
+    padding: 0 0 0 var(--spacing-m);
+    display: inline-block;
+  }
+  .block {
+    width: 480px;
+    font-size: 16px;
+    background-color: var(--background);
+    border: 1px solid var(--spectrum-global-color-gray-300);
+    border-radius: 4px 4px 4px 4px;
+  }
+
+  .blockSection {
+    padding: var(--spacing-xl);
+  }
+
+  .separator {
+    width: 1px;
+    height: 25px;
+    border-left: 1px dashed var(--grey-4);
+    color: var(--grey-4);
+    align-self: center;
+  }
+
+  .blockTitle {
+    display: flex;
+    align-items: center;
+    gap: var(--spacing-s);
+  }
+</style>

packages/builder/src/components/automation/AutomationBuilder/FlowChart/DragZone.svelte

@@ -0,0 +1,66 @@
+<script>
+  import { getContext, onMount } from "svelte"
+  import { generate } from "shortid"
+
+  export let path
+
+  let dropEle
+  let dzid = generate()
+
+  const view = getContext("draggableView")
+
+  onMount(() => {
+    // Always return up-to-date values
+    view.update(state => {
+      return {
+        ...state,
+        dropzones: {
+          ...(state.dropzones || {}),
+          [dzid]: {
+            get dims() {
+              return dropEle.getBoundingClientRect()
+            },
+            path,
+          },
+        },
+      }
+    })
+  })
+</script>
+
+<div
+  id={`dz-${dzid}`}
+  bind:this={dropEle}
+  class="drag-zone"
+  class:drag-over={$view?.droptarget === dzid}
+>
+  <span class="move-to">Move to</span>
+</div>
+
+<style>
+  .drag-zone.drag-over {
+    background-color: #1ca872b8;
+  }
+  .drag-zone {
+    min-height: calc(var(--spectrum-global-dimension-size-225) + 12px);
+    min-width: 100%;
+    background-color: rgba(28, 168, 114, 0.2);
+    border-radius: 4px;
+    border: 1px dashed #1ca872;
+    position: relative;
+    text-align: center;
+  }
+  .move-to {
+    position: absolute;
+    left: 0;
+    right: 0;
+    top: -50%;
+    margin: auto;
+    width: fit-content;
+    font-weight: 600;
+    border-radius: 8px;
+    padding: 4px 8px;
+    background-color: rgb(28, 168, 114);
+    color: var(--spectrum-global-color-gray-50);
+  }
+</style>

packages/builder/src/components/automation/AutomationBuilder/FlowChart/FlowChart.svelte

@@ -1,27 +1,63 @@
 <script>
   import {
     automationStore,
-    selectedAutomation,
     automationHistoryStore,
+    selectedAutomation,
   } from "stores/builder"
   import ConfirmDialog from "components/common/ConfirmDialog.svelte"
-  import FlowItem from "./FlowItem.svelte"
   import TestDataModal from "./TestDataModal.svelte"
-  import { flip } from "svelte/animate"
+  import {
-  import { fly } from "svelte/transition"
+    Icon,
-  import { Icon, notifications, Modal, Toggle } from "@budibase/bbui"
+    notifications,
+    Modal,
+    Toggle,
+    Button,
+    ActionButton,
+  } from "@budibase/bbui"
   import { ActionStepID } from "constants/backend/automations"
   import UndoRedoControl from "components/common/UndoRedoControl.svelte"
+  import StepNode from "./StepNode.svelte"
+  import { memo } from "@budibase/frontend-core"
   import { sdk } from "@budibase/shared-core"
+  import DraggableCanvas from "../DraggableCanvas.svelte"
 
   export let automation
 
+  const memoAutomation = memo(automation)
+
   let testDataModal
   let confirmDeleteDialog
   let scrolling = false
+  let blockRefs = {}
+  let treeEle
+  let draggable
 
-  $: blocks = getBlocks(automation).filter(x => x.stepId !== ActionStepID.LOOP)
+  // Memo auto - selectedAutomation
-  $: isRowAction = sdk.automations.isRowAction(automation)
+  $: memoAutomation.set(automation)
+
+  // Parse the automation tree state
+  $: refresh($memoAutomation)
+
+  $: blocks = getBlocks($memoAutomation).filter(
+    x => x.stepId !== ActionStepID.LOOP
+  )
+  $: isRowAction = sdk.automations.isRowAction($memoAutomation)
+
+  const refresh = () => {
+    // Build global automation bindings.
+    const environmentBindings =
+      automationStore.actions.buildEnvironmentBindings()
+
+    // Get all processed block references
+    blockRefs = $selectedAutomation.blockRefs
+
+    automationStore.update(state => {
+      return {
+        ...state,
+        bindings: [...environmentBindings],
+      }
+    })
+  }
 
   const getBlocks = automation => {
     let blocks = []
@@ -34,39 +70,46 @@
 
   const deleteAutomation = async () => {
     try {
-      await automationStore.actions.delete($selectedAutomation)
+      await automationStore.actions.delete(automation)
     } catch (error) {
       notifications.error("Error deleting automation")
     }
   }
-
-  const handleScroll = e => {
-    if (e.target.scrollTop >= 30) {
-      scrolling = true
-    } else if (e.target.scrollTop) {
-      // Set scrolling back to false if scrolled back to less than 100px
-      scrolling = false
-    }
-  }
 </script>
 
 <!-- svelte-ignore a11y-click-events-have-key-events -->
 <!-- svelte-ignore a11y-no-static-element-interactions -->
 <div class="header" class:scrolling>
   <div class="header-left">
-    <UndoRedoControl store={automationHistoryStore} />
+    <UndoRedoControl store={automationHistoryStore} showButtonGroup />
+
+    <div class="zoom">
+      <div class="group">
+        <ActionButton icon="Add" quiet on:click={draggable.zoomIn} />
+        <ActionButton icon="Remove" quiet on:click={draggable.zoomOut} />
+      </div>
+    </div>
+
+    <Button
+      secondary
+      on:click={() => {
+        draggable.zoomToFit()
+      }}
+    >
+      Zoom to fit
+    </Button>
   </div>
   <div class="controls">
-    <div
+    <Button
-      class:disabled={!$selectedAutomation?.definition?.trigger}
+      icon={"Play"}
+      cta
+      disabled={!automation?.definition?.trigger}
       on:click={() => {
         testDataModal.show()
       }}
-      class="buttons"
     >
-      <Icon size="M" name="Play" />
+      Run test
-      <div>Run test</div>
+    </Button>
-    </div>
     <div class="buttons">
       <Icon disabled={!$automationStore.testResults} size="M" name="Multiple" />
       <div
@@ -79,36 +122,39 @@
       </div>
     </div>
     {#if !isRowAction}
-      <div class="setting-spacing">
+      <div class="toggle-active setting-spacing">
         <Toggle
           text={automation.disabled ? "Paused" : "Activated"}
           on:change={automationStore.actions.toggleDisabled(
             automation._id,
             automation.disabled
           )}
-          disabled={!$selectedAutomation?.definition?.trigger}
+          disabled={!automation?.definition?.trigger}
           value={!automation.disabled}
         />
       </div>
     {/if}
   </div>
 </div>
-<div class="canvas" on:scroll={handleScroll}>
+
-  <div class="content">
+<div class="root" bind:this={treeEle}>
+  <DraggableCanvas bind:this={draggable}>
+    <span class="main-content" slot="content">
+      {#if Object.keys(blockRefs).length}
         {#each blocks as block, idx (block.id)}
-      <div
+          <StepNode
-        class="block"
+            step={blocks[idx]}
-        animate:flip={{ duration: 500 }}
+            stepIdx={idx}
-        in:fly={{ x: 500, duration: 500 }}
+            isLast={blocks?.length - 1 === idx}
-        out:fly|local={{ x: 500, duration: 500 }}
+            automation={$memoAutomation}
-      >
+            blocks={blockRefs}
-        {#if block.stepId !== ActionStepID.LOOP}
+          />
-          <FlowItem {testDataModal} {block} {idx} />
-        {/if}
-      </div>
         {/each}
+      {/if}
+    </span>
+  </DraggableCanvas>
 </div>
-</div>
+
 <ConfirmDialog
   bind:this={confirmDeleteDialog}
   okText="Delete Automation"
@@ -125,32 +171,43 @@
 </Modal>
 
 <style>
-  .canvas {
+  .toggle-active :global(.spectrum-Switch) {
-    padding: var(--spacing-l) var(--spacing-xl);
+    margin: 0px;
-    overflow-y: auto;
+  }
+
+  .root :global(.main-content) {
+    display: flex;
+    flex-direction: column;
+    align-items: center;
     max-height: 100%;
+    height: 100%;
+    width: 100%;
+  }
+
+  .header-left {
+    display: flex;
+    gap: var(--spacing-l);
   }
 
   .header-left :global(div) {
     border-right: none;
   }
-  /* Fix for firefox not respecting bottom padding in scrolling containers */
+
-  .canvas > *:last-child {
+  .root {
-    padding-bottom: 40px;
+    height: 100%;
+    width: 100%;
   }
 
-  .block {
+  .root :global(.block) {
     display: flex;
     flex-direction: column;
     justify-content: flex-start;
     align-items: center;
   }
 
-  .content {
+  .root :global(.blockSection) {
-    flex-grow: 1;
+    width: 100%;
-    padding: 23px 23px 80px;
     box-sizing: border-box;
-    overflow-x: hidden;
   }
 
   .header.scrolling {
@@ -166,13 +223,15 @@
     align-items: center;
     padding-left: var(--spacing-l);
     transition: background 130ms ease-out;
-    flex: 0 0 48px;
+    flex: 0 0 60px;
     padding-right: var(--spacing-xl);
   }
+
   .controls {
     display: flex;
     gap: var(--spacing-xl);
   }
+
   .buttons {
     display: flex;
     justify-content: flex-end;
@@ -188,4 +247,33 @@
     pointer-events: none;
     color: var(--spectrum-global-color-gray-500) !important;
   }
+
+  .group {
+    border-radius: 4px;
+    display: flex;
+    flex-direction: row;
+  }
+  .group :global(> *:not(:first-child)) {
+    border-top-left-radius: 0;
+    border-bottom-left-radius: 0;
+    border-left: 2px solid var(--spectrum-global-color-gray-300);
+  }
+  .group :global(> *:not(:last-child)) {
+    border-top-right-radius: 0;
+    border-bottom-right-radius: 0;
+  }
+
+  .header-left .group :global(.spectrum-Button),
+  .header-left .group :global(.spectrum-ActionButton),
+  .header-left .group :global(.spectrum-Icon) {
+    color: var(--spectrum-global-color-gray-900) !important;
+  }
+  .header-left .group :global(.spectrum-Button),
+  .header-left .group :global(.spectrum-ActionButton) {
+    background: var(--spectrum-global-color-gray-200) !important;
+  }
+  .header-left .group :global(.spectrum-Button:hover),
+  .header-left .group :global(.spectrum-ActionButton:hover) {
+    background: var(--spectrum-global-color-gray-300) !important;
+  }
 </style>

packages/builder/src/components/automation/AutomationBuilder/FlowChart/FlowItem.svelte

@@ -1,8 +1,8 @@
 <script>
   import {
     automationStore,
-    selectedAutomation,
     permissions,
+    selectedAutomation,
     tables,
   } from "stores/builder"
   import {
@@ -11,54 +11,115 @@
     Layout,
     Detail,
     Modal,
-    Button,
-    notifications,
     Label,
     AbsTooltip,
-    InlineAlert,
   } from "@budibase/bbui"
   import { sdk } from "@budibase/shared-core"
   import AutomationBlockSetup from "../../SetupPanel/AutomationBlockSetup.svelte"
   import CreateWebhookModal from "components/automation/Shared/CreateWebhookModal.svelte"
-  import ActionModal from "./ActionModal.svelte"
   import FlowItemHeader from "./FlowItemHeader.svelte"
   import RoleSelect from "components/design/settings/controls/RoleSelect.svelte"
   import { ActionStepID, TriggerStepID } from "constants/backend/automations"
+  import { AutomationStepType } from "@budibase/types"
+  import FlowItemActions from "./FlowItemActions.svelte"
+  import DragHandle from "components/design/settings/controls/DraggableList/drag-handle.svelte"
+  import { getContext } from "svelte"
+  import DragZone from "./DragZone.svelte"
+  import InfoDisplay from "pages/builder/app/[application]/design/[screenId]/[componentId]/_components/Component/InfoDisplay.svelte"
 
   export let block
+  export let blockRef
   export let testDataModal
   export let idx
+  export let automation
+  export let bindings
+  export let draggable = true
+
+  const view = getContext("draggableView")
+  const pos = getContext("viewPos")
+  const contentPos = getContext("contentPos")
 
-  let selected
   let webhookModal
-  let actionModal
   let open = true
   let showLooping = false
   let role
+  let blockEle
+  let positionStyles
+  let blockDims
 
-  $: collectBlockExists = $selectedAutomation.definition.steps.some(
+  const updateBlockDims = () => {
+    if (!blockEle) {
+      return
+    }
+    const { width, height } = blockEle.getBoundingClientRect()
+    blockDims = { width: width / $view.scale, height: height / $view.scale }
+  }
+
+  const loadSteps = blockRef => {
+    return blockRef
+      ? automationStore.actions.getPathSteps(blockRef.pathTo, automation)
+      : []
+  }
+
+  $: pathSteps = loadSteps(blockRef)
+
+  $: collectBlockExists = pathSteps.some(
     step => step.stepId === ActionStepID.COLLECT
   )
-  $: automationId = $selectedAutomation?._id
+  $: automationId = automation?._id
-  $: isTrigger = block.type === "TRIGGER"
+  $: isTrigger = block.type === AutomationStepType.TRIGGER
-  $: steps = $selectedAutomation?.definition?.steps ?? []
+  $: lastStep = blockRef?.terminating
-  $: blockIdx = steps.findIndex(step => step.id === block.id)
+
-  $: lastStep = !isTrigger && blockIdx + 1 === steps.length
+  $: loopBlock = pathSteps.find(x => x.blockToLoop === block.id)
-  $: totalBlocks = $selectedAutomation?.definition?.steps.length + 1
-  $: loopBlock = $selectedAutomation?.definition.steps.find(
-    x => x.blockToLoop === block.id
-  )
   $: isAppAction = block?.stepId === TriggerStepID.APP
   $: isAppAction && setPermissions(role)
   $: isAppAction && getPermissions(automationId)
 
-  $: triggerInfo = sdk.automations.isRowAction($selectedAutomation) && {
+  $: triggerInfo = sdk.automations.isRowAction($selectedAutomation?.data) && {
     title: "Automation trigger",
     tableName: $tables.list.find(
-      x => x._id === $selectedAutomation.definition.trigger.inputs?.tableId
+      x =>
+        x._id === $selectedAutomation.data?.definition?.trigger?.inputs?.tableId
     )?.name,
   }
 
+  $: selected = $view?.moveStep && $view?.moveStep?.id === block.id
+
+  $: if (selected && blockEle) {
+    updateBlockDims()
+  }
+
+  $: placeholderDims = buildPlaceholderStyles(blockDims)
+
+  // Move the selected item
+  // Listen for scrolling in the content. As its scrolled this will be updated
+  $: move(
+    blockEle,
+    $view?.dragSpot,
+    selected,
+    $contentPos?.scrollX,
+    $contentPos?.scrollY
+  )
+
+  const move = (block, dragPos, selected, scrollX, scrollY) => {
+    if ((!block && !selected) || !dragPos) {
+      return
+    }
+    positionStyles = `
+      --blockPosX: ${Math.round(dragPos.x - scrollX / $view.scale)}px;
+      --blockPosY: ${Math.round(dragPos.y - scrollY / $view.scale)}px;
+    `
+  }
+
+  const buildPlaceholderStyles = dims => {
+    if (!dims) {
+      return ""
+    }
+    const { width, height } = dims
+    return `--pswidth: ${Math.round(width)}px;
+            --psheight: ${Math.round(height)}px;`
+  }
+
   async function setPermissions(role) {
     if (!role || !automationId) {
       return
@@ -82,23 +143,13 @@
     }
   }
 
-  async function removeLooping() {
+  async function deleteStep() {
-    try {
+    await automationStore.actions.deleteAutomationBlock(blockRef.pathTo)
-      await automationStore.actions.deleteAutomationBlock(loopBlock)
-    } catch (error) {
-      notifications.error("Error saving automation")
-    }
   }
 
-  async function deleteStep() {
+  async function removeLooping() {
-    try {
+    let loopBlockRef = $selectedAutomation.blockRefs[blockRef.looped]
-      if (loopBlock) {
+    await automationStore.actions.deleteAutomationBlock(loopBlockRef.pathTo)
-        await automationStore.actions.deleteAutomationBlock(loopBlock)
-      }
-      await automationStore.actions.deleteAutomationBlock(block, blockIdx)
-    } catch (error) {
-      notifications.error("Error saving automation")
-    }
   }
 
   async function addLooping() {
@@ -109,13 +160,64 @@
       loopDefinition
     )
     loopBlock.blockToLoop = block.id
-    await automationStore.actions.addBlockToAutomation(loopBlock, blockIdx)
+    await automationStore.actions.addBlockToAutomation(
+      loopBlock,
+      blockRef.pathTo
+    )
+  }
+
+  const onHandleMouseDown = e => {
+    if (isTrigger) {
+      e.preventDefault()
+      return
+    }
+
+    e.stopPropagation()
+
+    view.update(state => ({
+      ...state,
+      moveStep: {
+        id: block.id,
+        offsetX: $pos.x,
+        offsetY: $pos.y,
+      },
+    }))
   }
 </script>
 
+{#if block.stepId !== "LOOP"}
   <!-- svelte-ignore a11y-click-events-have-key-events -->
   <!-- svelte-ignore a11y-no-static-element-interactions -->
-<div class={`block ${block.type} hoverable`} class:selected on:click={() => {}}>
+  <div
+    id={`block-${block.id}`}
+    class={`block ${block.type} hoverable`}
+    class:selected
+    class:draggable
+  >
+    <div class="wrap">
+      {#if $view.dragging && selected}
+        <div class="drag-placeholder" style={placeholderDims} />
+      {/if}
+
+      <div
+        bind:this={blockEle}
+        class="block-content"
+        class:dragging={$view.dragging && selected}
+        style={positionStyles}
+        on:mousedown={e => {
+          e.stopPropagation()
+        }}
+      >
+        {#if draggable}
+          <div
+            class="handle"
+            class:grabbing={selected}
+            on:mousedown={onHandleMouseDown}
+          >
+            <DragHandle />
+          </div>
+        {/if}
+        <div class="block-core">
           {#if loopBlock}
             <div class="blockSection">
               <div
@@ -141,11 +243,18 @@
 
                 <div class="blockTitle">
                   <AbsTooltip type="negative" text="Remove looping">
-            <Icon on:click={removeLooping} hoverable name="DeleteOutline" />
+                    <Icon
+                      on:click={removeLooping}
+                      hoverable
+                      name="DeleteOutline"
+                    />
                   </AbsTooltip>
 
                   <div style="margin-left: 10px;" on:click={() => {}}>
-            <Icon hoverable name={showLooping ? "ChevronDown" : "ChevronUp"} />
+                    <Icon
+                      hoverable
+                      name={showLooping ? "ChevronDown" : "ChevronUp"}
+                    />
                   </div>
                 </div>
               </div>
@@ -157,11 +266,13 @@
                 <Layout noPadding gap="S">
                   <AutomationBlockSetup
                     schemaProperties={Object.entries(
-              $automationStore.blockDefinitions.ACTION.LOOP.schema.inputs
+                      $automationStore.blockDefinitions.ACTION.LOOP.schema
-                .properties
+                        .inputs.properties
                     )}
                     {webhookModal}
                     block={loopBlock}
+                    {automation}
+                    {bindings}
                   />
                 </Layout>
               </div>
@@ -170,6 +281,7 @@
           {/if}
 
           <FlowItemHeader
+            {automation}
             {open}
             {block}
             {testDataModal}
@@ -177,6 +289,17 @@
             {addLooping}
             {deleteStep}
             on:toggle={() => (open = !open)}
+            on:update={async e => {
+              const newName = e.detail
+              if (newName.length === 0) {
+                await automationStore.actions.deleteAutomationName(block.id)
+              } else {
+                await automationStore.actions.saveAutomationName(
+                  block.id,
+                  newName
+                )
+              }
+            }}
           />
           {#if open}
             <Divider noMargin />
@@ -189,41 +312,48 @@
                   </div>
                 {/if}
                 <AutomationBlockSetup
-          schemaProperties={Object.entries(block.schema.inputs.properties)}
+                  schemaProperties={Object.entries(
+                    block?.schema?.inputs?.properties || {}
+                  )}
                   {block}
                   {webhookModal}
+                  {automation}
+                  {bindings}
                 />
-        {#if triggerInfo}
+                {#if isTrigger && triggerInfo}
-          <InlineAlert
+                  <InfoDisplay
-            header={triggerInfo.title}
+                    title={triggerInfo.title}
-            message={`This trigger is tied to your "${triggerInfo.tableName}" table`}
+                    body="This trigger is tied to your '{triggerInfo.tableName}' table"
+                    icon="InfoOutline"
                   />
                 {/if}
-        {#if lastStep}
-          <Button on:click={() => testDataModal.show()} cta>
-            Finish and test automation
-          </Button>
-        {/if}
               </Layout>
             </div>
           {/if}
         </div>
+      </div>
+    </div>
+  </div>
   {#if !collectBlockExists || !lastStep}
     <div class="separator" />
-  <Icon
+    {#if $view.dragging}
-    on:click={() => actionModal.show()}
+      <DragZone path={blockRef?.pathTo} />
-    hoverable
+    {:else}
-    name="AddCircle"
+      <FlowItemActions
-    size="S"
+        {block}
+        on:branch={() => {
+          automationStore.actions.branchAutomation(
+            $selectedAutomation.blockRefs[block.id].pathTo,
+            automation
+          )
+        }}
       />
-  {#if isTrigger ? totalBlocks > 1 : blockIdx !== totalBlocks - 2}
+    {/if}
+    {#if !lastStep}
       <div class="separator" />
     {/if}
   {/if}
-
+{/if}
-<Modal bind:this={actionModal} width="30%">
-  <ActionModal modal={actionModal} {lastStep} {blockIdx} />
-</Modal>
 
 <Modal bind:this={webhookModal} width="30%">
   <CreateWebhookModal />
@@ -255,27 +385,73 @@
   .block {
     width: 480px;
     font-size: 16px;
-    background-color: var(--background);
+    border-radius: 4px;
-    border: 1px solid var(--spectrum-global-color-gray-300);
+  }
-    border-radius: 4px 4px 4px 4px;
+  .block .wrap {
+    width: 100%;
+    position: relative;
+  }
+  .block.draggable .wrap {
+    display: flex;
+    flex-direction: row;
+  }
+  .block.draggable .wrap .handle {
+    height: auto;
+    display: flex;
+    justify-content: center;
+    align-items: center;
+    background-color: var(--grey-3);
+    padding: 6px;
+    color: var(--grey-6);
+    cursor: grab;
+  }
+  .block.draggable .wrap .handle.grabbing {
+    cursor: grabbing;
+  }
+  .block.draggable .wrap .handle :global(.drag-handle) {
+    width: 6px;
+  }
+  .block .wrap .block-content {
+    width: 100%;
+    display: flex;
+    flex-direction: row;
+    background-color: var(--background);
+    border: 1px solid var(--grey-3);
+    border-radius: 4px;
   }
-
   .blockSection {
     padding: var(--spacing-xl);
   }
-
   .separator {
     width: 1px;
     height: 25px;
     border-left: 1px dashed var(--grey-4);
     color: var(--grey-4);
-    /* center horizontally */
     align-self: center;
   }
-
   .blockTitle {
     display: flex;
     align-items: center;
     gap: var(--spacing-s);
   }
+  .drag-placeholder {
+    height: calc(var(--psheight) - 2px);
+    width: var(--pswidth);
+    background-color: rgba(92, 92, 92, 0.1);
+    border: 1px dashed #5c5c5c;
+    border-radius: 4px;
+    display: block;
+  }
+  .block-core {
+    flex: 1;
+  }
+  .block-core.dragging {
+    pointer-events: none;
+  }
+  .block-content.dragging {
+    position: absolute;
+    z-index: 3;
+    top: var(--blockPosY);
+    left: var(--blockPosX);
+  }
 </style>

packages/builder/src/components/automation/AutomationBuilder/FlowChart/FlowItemActions.svelte

@@ -0,0 +1,51 @@
+<script>
+  import { Icon, TooltipPosition, TooltipType, Modal } from "@budibase/bbui"
+  import { createEventDispatcher } from "svelte"
+  import ActionModal from "./ActionModal.svelte"
+
+  export let block
+
+  const dispatch = createEventDispatcher()
+  let actionModal
+</script>
+
+<Modal bind:this={actionModal} width="30%">
+  <ActionModal modal={actionModal} {block} />
+</Modal>
+
+<div class="action-bar">
+  {#if !block.branchNode}
+    <Icon
+      hoverable
+      name="Branch3"
+      on:click={() => {
+        dispatch("branch")
+      }}
+      tooltipType={TooltipType.Info}
+      tooltipPosition={TooltipPosition.Left}
+      tooltip={"Create branch"}
+      size={"S"}
+    />
+  {/if}
+  <Icon
+    hoverable
+    name="AddCircle"
+    on:click={() => {
+      actionModal.show()
+    }}
+    tooltipType={TooltipType.Info}
+    tooltipPosition={TooltipPosition.Right}
+    tooltip={"Add a step"}
+    size={"S"}
+  />
+</div>
+
+<style>
+  .action-bar {
+    background-color: var(--background);
+    border-radius: 4px 4px 4px 4px;
+    display: flex;
+    gap: var(--spacing-m);
+    padding: 8px 12px;
+  }
+</style>

packages/builder/src/components/automation/AutomationBuilder/FlowChart/FlowItemHeader.svelte

@@ -10,21 +10,25 @@
   export let showTestStatus = false
   export let testResult
   export let isTrigger
-  export let idx
   export let addLooping
   export let deleteStep
   export let enableNaming = true
+  export let itemName
+  export let automation
+
   let validRegex = /^[A-Za-z0-9_\s]+$/
   let typing = false
   let editing = false
   const dispatch = createEventDispatcher()
 
-  $: stepNames = $selectedAutomation?.definition.stepNames
+  $: blockRefs = $selectedAutomation?.blockRefs || {}
-  $: allSteps = $selectedAutomation?.definition.steps || []
+  $: stepNames = automation?.definition.stepNames
-  $: automationName = stepNames?.[block.id] || block?.name || ""
+  $: allSteps = automation?.definition.steps || []
+  $: automationName = itemName || stepNames?.[block.id] || block?.name || ""
   $: automationNameError = getAutomationNameError(automationName)
   $: status = updateStatus(testResult)
   $: isHeaderTrigger = isTrigger || block.type === "TRIGGER"
+  $: isBranch = block.stepId === "BRANCH"
 
   $: {
     if (!testResult) {
@@ -33,12 +37,12 @@
       )?.[0]
     }
   }
-  $: loopBlock = $selectedAutomation?.definition.steps.find(
+
-    x => x.blockToLoop === block?.id
+  $: blockRef = blockRefs[block.id]
-  )
+  $: isLooped = blockRef?.looped
 
   async function onSelect(block) {
-    await automationStore.update(state => {
+    automationStore.update(state => {
       state.selectedBlock = block
       return state
     })
@@ -84,30 +88,18 @@
     return null
   }
 
-  const saveName = async () => {
-    if (automationNameError || block.name === automationName) {
-      return
-    }
-
-    if (automationName.length === 0) {
-      await automationStore.actions.deleteAutomationName(block.id)
-    } else {
-      await automationStore.actions.saveAutomationName(block.id, automationName)
-    }
-  }
-
   const startEditing = () => {
     editing = true
     typing = true
   }
 
-  const stopEditing = async () => {
+  const stopEditing = () => {
     editing = false
     typing = false
     if (automationNameError) {
       automationName = stepNames[block.id] || block?.name
     } else {
-      await saveName()
+      dispatch("update", automationName)
     }
   }
 </script>
@@ -118,7 +110,6 @@
   class:typing={typing && !automationNameError && editing}
   class:typing-error={automationNameError && editing}
   class="blockSection"
-  on:click={() => dispatch("toggle")}
 >
   <div class="splitHeader">
     <div class="center-items">
@@ -144,16 +135,14 @@
         {#if isHeaderTrigger}
           <Body size="XS"><b>Trigger</b></Body>
         {:else}
-          <div style="margin-left: 2px;">
+          <Body size="XS"><b>{isBranch ? "Branch" : "Step"}</b></Body>
-            <Body size="XS"><b>Step {idx}</b></Body>
-          </div>
         {/if}
 
         {#if enableNaming}
           <input
             class="input-text"
             disabled={!enableNaming}
-            placeholder="Enter step name"
+            placeholder={`Enter ${isBranch ? "branch" : "step"} name`}
             name="name"
             autocomplete="off"
             value={automationName}
@@ -208,8 +197,9 @@
           onSelect(block)
         }}
       >
+        <slot name="custom-actions" />
         {#if !showTestStatus}
-          {#if !isHeaderTrigger && !loopBlock && (block?.features?.[Features.LOOPING] || !block.features)}
+          {#if !isHeaderTrigger && !isLooped && !isBranch && (block?.features?.[Features.LOOPING] || !block.features)}
             <AbsTooltip type="info" text="Add looping">
               <Icon on:click={addLooping} hoverable name="RotateCW" />
             </AbsTooltip>
@@ -220,6 +210,9 @@
             </AbsTooltip>
           {/if}
         {/if}
+        {#if !showTestStatus && !isHeaderTrigger}
+          <span class="action-spacer" />
+        {/if}
         {#if !showTestStatus}
           <Icon
             on:click={e => {
@@ -245,6 +238,9 @@
 </div>
 
 <style>
+  .action-spacer {
+    border-left: 1px solid var(--spectrum-global-color-gray-300);
+  }
   .status-container {
     display: flex;
     align-items: center;
@@ -298,6 +294,8 @@
     font-size: var(--spectrum-alias-font-size-default);
     font-family: var(--font-sans);
     text-overflow: ellipsis;
+    padding-left: 0px;
+    border: 0px;
   }
 
   input:focus {

packages/builder/src/components/automation/AutomationBuilder/FlowChart/StepNode.svelte

@@ -0,0 +1,227 @@
+<script>
+  import FlowItem from "./FlowItem.svelte"
+  import BranchNode from "./BranchNode.svelte"
+  import { AutomationActionStepId } from "@budibase/types"
+  import { ActionButton, notifications } from "@budibase/bbui"
+  import { automationStore } from "stores/builder"
+  import { environment } from "stores/portal"
+  import { cloneDeep } from "lodash"
+  import { memo } from "@budibase/frontend-core"
+  import { getContext, onMount } from "svelte"
+
+  export let step = {}
+  export let stepIdx
+  export let automation
+  export let blocks
+  export let isLast = false
+
+  const memoEnvVariables = memo($environment.variables)
+  const view = getContext("draggableView")
+
+  let stepEle
+
+  $: memoEnvVariables.set($environment.variables)
+  $: blockRef = blocks?.[step.id]
+  $: pathToCurrentNode = blockRef?.pathTo
+  $: isBranch = step.stepId === AutomationActionStepId.BRANCH
+  $: branches = step.inputs?.branches
+
+  // All bindings available to this point
+  $: availableBindings = automationStore.actions.getPathBindings(
+    step.id,
+    automation
+  )
+
+  // Fetch the env bindings
+  $: environmentBindings =
+    automationStore.actions.buildEnvironmentBindings($memoEnvVariables)
+
+  $: userBindings = automationStore.actions.buildUserBindings()
+  $: settingBindings = automationStore.actions.buildSettingBindings()
+
+  // Combine all bindings for the step
+  $: bindings = [
+    ...availableBindings,
+    ...environmentBindings,
+    ...userBindings,
+    ...settingBindings,
+  ]
+  onMount(() => {
+    // Register the trigger as the focus element for the automation
+    // Onload, the canvas will use the dimensions to center the step
+    if (stepEle && step.type === "TRIGGER" && !$view.focusEle) {
+      view.update(state => ({
+        ...state,
+        focusEle: stepEle.getBoundingClientRect(),
+      }))
+    }
+  })
+</script>
+
+{#if isBranch}
+  <div class="split-branch-btn">
+    <ActionButton
+      icon="AddCircle"
+      on:click={() => {
+        automationStore.actions.branchAutomation(pathToCurrentNode, automation)
+      }}
+    >
+      Add branch
+    </ActionButton>
+  </div>
+  <div class="branched">
+    {#each branches as branch, bIdx}
+      {@const leftMost = bIdx === 0}
+      {@const rightMost = branches?.length - 1 === bIdx}
+      <div class="branch-wrap">
+        <div
+          class="branch"
+          class:left={leftMost}
+          class:right={rightMost}
+          class:middle={!leftMost && !rightMost}
+        >
+          <div class="branch-node">
+            <BranchNode
+              {automation}
+              {step}
+              {bindings}
+              pathTo={pathToCurrentNode}
+              branchIdx={bIdx}
+              isLast={rightMost}
+              on:change={async e => {
+                const updatedBranch = { ...branch, ...e.detail }
+
+                if (!step?.inputs?.branches?.[bIdx]) {
+                  console.error(`Cannot load target branch: ${bIdx}`)
+                  return
+                }
+
+                let branchStepUpdate = cloneDeep(step)
+                branchStepUpdate.inputs.branches[bIdx] = updatedBranch
+
+                // Ensure valid base configuration for all branches
+                // Reinitialise empty branch conditions on update
+                branchStepUpdate.inputs.branches.forEach(
+                  (branch, i, branchArray) => {
+                    if (!Object.keys(branch.condition).length) {
+                      branchArray[i] = {
+                        ...branch,
+                        ...automationStore.actions.generateDefaultConditions(),
+                      }
+                    }
+                  }
+                )
+
+                const updated = automationStore.actions.updateStep(
+                  blockRef?.pathTo,
+                  automation,
+                  branchStepUpdate
+                )
+
+                try {
+                  await automationStore.actions.save(updated)
+                } catch (e) {
+                  notifications.error("Error saving branch update")
+                  console.error("Error saving automation branch", e)
+                }
+              }}
+            />
+          </div>
+
+          <!-- Branch steps -->
+          {#each step.inputs?.children[branch.id] || [] as bStep, sIdx}
+            <!-- Recursive StepNode -->
+            <svelte:self
+              step={bStep}
+              stepIdx={sIdx}
+              branchIdx={bIdx}
+              isLast={blockRef.terminating}
+              pathTo={pathToCurrentNode}
+              {automation}
+              {blocks}
+            />
+          {/each}
+        </div>
+      </div>
+    {/each}
+  </div>
+{:else}
+  <div class="block" bind:this={stepEle}>
+    <FlowItem
+      block={step}
+      idx={stepIdx}
+      {blockRef}
+      {isLast}
+      {automation}
+      {bindings}
+      draggable={step.type !== "TRIGGER"}
+    />
+  </div>
+{/if}
+
+<style>
+  .branch-wrap {
+    width: inherit;
+  }
+
+  .branch {
+    display: flex;
+    align-items: center;
+    flex-direction: column;
+    position: relative;
+    width: inherit;
+  }
+
+  .branched {
+    display: flex;
+    gap: 64px;
+  }
+
+  .branch::before {
+    height: 64px;
+    border-left: 1px dashed var(--grey-4);
+    border-top: 1px dashed var(--grey-4);
+    content: "";
+    color: var(--grey-4);
+    width: 50%;
+    position: absolute;
+    left: 50%;
+    top: -16px;
+  }
+
+  .branch.left::before {
+    color: var(--grey-4);
+    width: calc(50% + 62px);
+  }
+
+  .branch.middle::after {
+    height: 64px;
+    border-top: 1px dashed var(--grey-4);
+    content: "";
+    color: var(--grey-4);
+    width: calc(50% + 62px);
+    position: absolute;
+    left: 50%;
+    top: -16px;
+  }
+
+  .branch.right::before {
+    left: 0px;
+    border-right: 1px dashed var(--grey-4);
+    border-left: none;
+  }
+
+  .branch.middle::before {
+    left: 0px;
+    border-right: 1px dashed var(--grey-4);
+    border-left: none;
+  }
+
+  .branch-node {
+    margin-top: 48px;
+  }
+
+  .split-branch-btn {
+    z-index: 2;
+  }
+</style>

packages/builder/src/components/automation/AutomationBuilder/FlowChart/TestDataModal.svelte

@@ -29,7 +29,7 @@
    * @todo Parse *all* data for each trigger type and relay adequate feedback
    */
   const parseTestData = testData => {
-    const autoTrigger = $selectedAutomation?.definition?.trigger
+    const autoTrigger = $selectedAutomation.data?.definition?.trigger
     const { tableId } = autoTrigger?.inputs || {}
 
     // Ensure the tableId matches the trigger table for row trigger automations
@@ -63,12 +63,12 @@
     return true
   }
 
-  const memoTestData = memo(parseTestData($selectedAutomation.testData))
+  const memoTestData = memo(parseTestData($selectedAutomation.data.testData))
-  $: memoTestData.set(parseTestData($selectedAutomation.testData))
+  $: memoTestData.set(parseTestData($selectedAutomation.data.testData))
 
   $: {
     // clone the trigger so we're not mutating the reference
-    trigger = cloneDeep($selectedAutomation.definition.trigger)
+    trigger = cloneDeep($selectedAutomation.data.definition.trigger)
 
     // get the outputs so we can define the fields
     let schema = Object.entries(trigger.schema?.outputs?.properties || {})
@@ -111,7 +111,10 @@
 
   const testAutomation = async () => {
     try {
-      await automationStore.actions.test($selectedAutomation, $memoTestData)
+      await automationStore.actions.test(
+        $selectedAutomation.data,
+        $memoTestData
+      )
       $automationStore.showTestPanel = true
     } catch (error) {
       notifications.error(error)
@@ -159,7 +162,7 @@
   {#if selectedJSON}
     <div class="text-area-container">
       <TextArea
-        value={JSON.stringify($selectedAutomation.testData, null, 2)}
+        value={JSON.stringify($selectedAutomation.data.testData, null, 2)}
         error={failedParse}
         on:change={e => parseTestJSON(e)}
       />

packages/builder/src/components/automation/AutomationBuilder/TestDisplay.svelte

@@ -3,10 +3,12 @@
   import FlowItemHeader from "./FlowChart/FlowItemHeader.svelte"
   import { ActionStepID } from "constants/backend/automations"
   import { JsonView } from "@zerodevx/svelte-json-view"
+  import { automationStore } from "stores/builder"
+  import { AutomationActionStepId } from "@budibase/types"
 
   export let automation
+  export let automationBlockRefs = {}
   export let testResults
-  export let width = "400px"
 
   let openBlocks = {}
   let blocks
@@ -28,21 +30,28 @@
     }
   }
 
-  $: filteredResults = prepTestResults(testResults)
+  const getBranchName = (step, id) => {
+    if (!step || !id) {
+      return
+    }
+    return step.inputs.branches.find(branch => branch.id === id)?.name
+  }
 
+  $: filteredResults = prepTestResults(testResults)
   $: {
     if (testResults.message) {
-      blocks = automation?.definition?.trigger
+      const trigger = automation?.definition?.trigger
-        ? [automation.definition.trigger]
+      blocks = trigger ? [trigger] : []
-        : []
     } else if (automation) {
-      blocks = []
+      const terminatingStep = filteredResults.at(-1)
-      if (automation.definition.trigger) {
+      const terminatingBlockRef = automationBlockRefs[terminatingStep.id]
-        blocks.push(automation.definition.trigger)
+      if (terminatingBlockRef) {
+        const pathSteps = automationStore.actions.getPathSteps(
+          terminatingBlockRef.pathTo,
+          automation
+        )
+        blocks = [...pathSteps].filter(x => x.stepId !== ActionStepID.LOOP)
       }
-      blocks = blocks
-        .concat(automation.definition.steps || [])
-        .filter(x => x.stepId !== ActionStepID.LOOP)
     } else if (filteredResults) {
       blocks = filteredResults || []
       // make sure there is an ID for each block being displayed
@@ -56,10 +65,14 @@
 
 <div class="container">
   {#each blocks as block, idx}
-    <div class="block" style={width ? `width: ${width}` : ""}>
+    <div class="block">
       {#if block.stepId !== ActionStepID.LOOP}
         <FlowItemHeader
+          {automation}
           enableNaming={false}
+          itemName={block.stepId === AutomationActionStepId.BRANCH
+            ? getBranchName(block, filteredResults?.[idx].outputs?.branchId)
+            : null}
           open={!!openBlocks[block.id]}
           on:toggle={() => (openBlocks[block.id] = !openBlocks[block.id])}
           isTrigger={idx === 0}
@@ -133,7 +146,10 @@
   .container {
     padding: 0 30px 30px 30px;
     height: 100%;
-    overflow: auto;
+    overflow-y: auto;
+    overflow-x: hidden;
+    display: flex;
+    flex-direction: column;
   }
 
   .wrap {
@@ -175,17 +191,17 @@
 
   .block {
     display: inline-block;
-    width: 400px;
+    height: fit-content;
-    height: auto;
     font-size: 16px;
     background-color: var(--background);
     border: 1px solid var(--spectrum-global-color-gray-300);
     border-radius: 4px 4px 4px 4px;
+    min-width: 425px;
   }
 
   .separator {
     width: 1px;
-    height: 40px;
+    flex: 0 0 40px;
     border-left: 1px dashed var(--grey-4);
     color: var(--grey-4);
     /* center horizontally */

packages/builder/src/components/automation/AutomationBuilder/TestPanel.svelte

@@ -1,7 +1,7 @@
 <script>
   import { Icon, Divider } from "@budibase/bbui"
   import TestDisplay from "./TestDisplay.svelte"
-  import { automationStore } from "stores/builder"
+  import { automationStore, selectedAutomation } from "stores/builder"
 
   export let automation
 </script>
@@ -9,9 +9,9 @@
 <div class="title">
   <div class="title-text">
     <Icon name="MultipleCheck" />
-    <div style="padding-left: var(--spacing-l); ">Test Details</div>
+    <div>Test Details</div>
   </div>
-  <div style="padding-right: var(--spacing-xl)">
+  <div>
     <Icon
       on:click={async () => {
         $automationStore.showTestPanel = false
@@ -24,7 +24,11 @@
 
 <Divider />
 
-<TestDisplay {automation} testResults={$automationStore.testResults} />
+<TestDisplay
+  {automation}
+  testResults={$automationStore.testResults}
+  automationBlockRefs={$selectedAutomation.blockRefs}
+/>
 
 <style>
   .title {
@@ -32,7 +36,8 @@
     flex-direction: row;
     align-items: center;
     gap: var(--spacing-xs);
-    padding-left: var(--spacing-xl);
+    padding: 0px 30px;
+    padding-top: var(--spacing-l);
     justify-content: space-between;
   }
 
@@ -40,7 +45,7 @@
     display: flex;
     flex-direction: row;
     align-items: center;
-    padding-top: var(--spacing-s);
+    gap: var(--spacing-l);
   }
 
   .title :global(h1) {

packages/builder/src/components/automation/AutomationPanel/AutomationNavItem.svelte

@@ -113,7 +113,7 @@
     ? "var(--spectrum-global-color-gray-600)"
     : "var(--spectrum-global-color-gray-900)"}
   text={automation.name}
-  selected={automation._id === $selectedAutomation?._id}
+  selected={automation._id === $selectedAutomation?.data?._id}
   hovering={automation._id === $contextMenuStore.id}
   on:click={() => automationStore.actions.select(automation._id)}
   selectedBy={$userSelectedResourceMap[automation._id]}

packages/builder/src/components/automation/SetupPanel/AutomationBlockSetup.svelte

@@ -21,8 +21,8 @@
   } from "@budibase/bbui"
 
   import CreateWebhookModal from "components/automation/Shared/CreateWebhookModal.svelte"
-  import { automationStore, selectedAutomation, tables } from "stores/builder"
+  import { automationStore, tables } from "stores/builder"
-  import { environment, licensing } from "stores/portal"
+  import { environment } from "stores/portal"
   import WebhookDisplay from "../Shared/WebhookDisplay.svelte"
   import {
     BindingSidePanel,
@@ -46,10 +46,7 @@
   } from "components/common/CodeEditor"
   import FilterBuilder from "components/design/settings/controls/FilterEditor/FilterBuilder.svelte"
   import { QueryUtils, Utils, search, memo } from "@budibase/frontend-core"
-  import {
+  import { getSchemaForDatasourcePlus } from "dataBinding"
-    getSchemaForDatasourcePlus,
-    getEnvironmentBindings,
-  } from "dataBinding"
   import { TriggerStepID, ActionStepID } from "constants/backend/automations"
   import { onMount } from "svelte"
   import { writable } from "svelte/store"
@@ -60,18 +57,18 @@
     AutomationActionStepId,
     AutomationCustomIOType,
   } from "@budibase/types"
-  import { FIELDS } from "constants/backend"
   import PropField from "./PropField.svelte"
   import { utils } from "@budibase/shared-core"
 
+  export let automation
   export let block
   export let testData
   export let schemaProperties
   export let isTestModal = false
+  export let bindings = []
 
   // Stop unnecessary rendering
   const memoBlock = memo(block)
-  const memoEnvVariables = memo($environment.variables)
 
   const rowTriggers = [
     TriggerStepID.ROW_UPDATED,
@@ -94,7 +91,6 @@
   let insertAtPos, getCaretPosition
   let stepLayouts = {}
 
-  $: memoEnvVariables.set($environment.variables)
   $: memoBlock.set(block)
 
   $: filters = lookForFilters(schemaProperties)
@@ -107,13 +103,6 @@
   $: tempFilters = cloneDeep(filters)
   $: stepId = $memoBlock.stepId
 
-  $: automationBindings = getAvailableBindings(
-    $memoBlock,
-    $selectedAutomation?.definition
-  )
-  $: environmentBindings = buildEnvironmentBindings($memoEnvVariables)
-  $: bindings = [...automationBindings, ...environmentBindings]
-
   $: getInputData(testData, $memoBlock.inputs)
   $: tableId = inputData ? inputData.tableId : null
   $: table = tableId
@@ -146,21 +135,6 @@
       ? [hbAutocomplete([...bindingsToCompletions(bindings, codeMode)])]
       : []
 
-  const buildEnvironmentBindings = () => {
-    if ($licensing.environmentVariablesEnabled) {
-      return getEnvironmentBindings().map(binding => {
-        return {
-          ...binding,
-          display: {
-            ...binding.display,
-            rank: 98,
-          },
-        }
-      })
-    }
-    return []
-  }
-
   const getInputData = (testData, blockInputs) => {
     // Test data is not cloned for reactivity
     let newInputData = testData || cloneDeep(blockInputs)
@@ -437,7 +411,7 @@
 
         if (
           Object.hasOwn(update, "tableId") &&
-          $selectedAutomation.testData?.row?.tableId !== update.tableId
+          automation.testData?.row?.tableId !== update.tableId
         ) {
           const reqSchema = getSchemaForDatasourcePlus(update.tableId, {
             searchableSchema: true,
@@ -566,7 +540,7 @@
             ...newTestData,
             body: {
               ...update,
-              ...$selectedAutomation.testData?.body,
+              ...automation.testData?.body,
             },
           }
         }
@@ -574,6 +548,7 @@
           ...newTestData,
           ...request,
         }
+
         await automationStore.actions.addTestDataToAutomation(newTestData)
       } else {
         const data = { schema, ...request }
@@ -585,201 +560,6 @@
     }
   })
 
-  function getAvailableBindings(block, automation) {
-    if (!block || !automation) {
-      return []
-    }
-
-    // Find previous steps to the selected one
-    let allSteps = [...automation.steps]
-
-    if (automation.trigger) {
-      allSteps = [automation.trigger, ...allSteps]
-    }
-    let blockIdx = allSteps.findIndex(step => step.id === block.id)
-
-    // Extract all outputs from all previous steps as available bindingsx§x
-    let bindings = []
-    let loopBlockCount = 0
-    const addBinding = (name, value, icon, idx, isLoopBlock, bindingName) => {
-      if (!name) return
-      const runtimeBinding = determineRuntimeBinding(
-        name,
-        idx,
-        isLoopBlock,
-        bindingName
-      )
-      const categoryName = determineCategoryName(idx, isLoopBlock, bindingName)
-      bindings.push(
-        createBindingObject(
-          name,
-          value,
-          icon,
-          idx,
-          loopBlockCount,
-          isLoopBlock,
-          runtimeBinding,
-          categoryName,
-          bindingName
-        )
-      )
-    }
-
-    const determineRuntimeBinding = (name, idx, isLoopBlock, bindingName) => {
-      let runtimeName
-
-      /* Begin special cases for generating custom schemas based on triggers */
-      if (
-        idx === 0 &&
-        automation.trigger?.event === AutomationEventType.APP_TRIGGER
-      ) {
-        return `trigger.fields.${name}`
-      }
-
-      if (
-        idx === 0 &&
-        (automation.trigger?.event === AutomationEventType.ROW_UPDATE ||
-          automation.trigger?.event === AutomationEventType.ROW_SAVE)
-      ) {
-        let noRowKeywordBindings = ["id", "revision", "oldRow"]
-        if (!noRowKeywordBindings.includes(name)) return `trigger.row.${name}`
-      }
-      /* End special cases for generating custom schemas based on triggers */
-
-      let hasUserDefinedName = automation.stepNames?.[allSteps[idx]?.id]
-      if (isLoopBlock) {
-        runtimeName = `loop.${name}`
-      } else if (idx === 0) {
-        runtimeName = `trigger.${name}`
-      } else if (block.name.startsWith("JS")) {
-        runtimeName = hasUserDefinedName
-          ? `stepsByName["${bindingName}"].${name}`
-          : `steps["${idx - loopBlockCount}"].${name}`
-      } else {
-        runtimeName = hasUserDefinedName
-          ? `stepsByName.${bindingName}.${name}`
-          : `steps.${idx - loopBlockCount}.${name}`
-      }
-      return runtimeName
-    }
-
-    const determineCategoryName = (idx, isLoopBlock, bindingName) => {
-      if (idx === 0) return "Trigger outputs"
-      if (isLoopBlock) return "Loop Outputs"
-      return bindingName
-        ? `${bindingName} outputs`
-        : `Step ${idx - loopBlockCount} outputs`
-    }
-
-    const createBindingObject = (
-      name,
-      value,
-      icon,
-      idx,
-      loopBlockCount,
-      isLoopBlock,
-      runtimeBinding,
-      categoryName,
-      bindingName
-    ) => {
-      const field = Object.values(FIELDS).find(
-        field => field.type === value.type && field.subtype === value.subtype
-      )
-      return {
-        readableBinding:
-          bindingName && !isLoopBlock && idx !== 0
-            ? `steps.${bindingName}.${name}`
-            : runtimeBinding,
-        runtimeBinding,
-        type: value.type,
-        description: value.description,
-        icon,
-        category: categoryName,
-        display: {
-          type: field?.name || value.type,
-          name,
-          rank: isLoopBlock ? idx + 1 : idx - loopBlockCount,
-        },
-      }
-    }
-
-    for (let idx = 0; idx < blockIdx; idx++) {
-      let wasLoopBlock = allSteps[idx - 1]?.stepId === ActionStepID.LOOP
-      let isLoopBlock =
-        allSteps[idx]?.stepId === ActionStepID.LOOP &&
-        allSteps.some(x => x.blockToLoop === block.id)
-      let schema = cloneDeep(allSteps[idx]?.schema?.outputs?.properties) ?? {}
-      if (allSteps[idx]?.name.includes("Looping")) {
-        isLoopBlock = true
-        loopBlockCount++
-      }
-      let bindingName =
-        automation.stepNames?.[allSteps[idx].id] || allSteps[idx].name
-
-      if (isLoopBlock) {
-        schema = {
-          currentItem: {
-            type: "string",
-            description: "the item currently being executed",
-          },
-        }
-      }
-
-      if (
-        idx === 0 &&
-        automation.trigger?.event === AutomationEventType.APP_TRIGGER
-      ) {
-        schema = Object.fromEntries(
-          Object.keys(automation.trigger.inputs.fields || []).map(key => [
-            key,
-            { type: automation.trigger.inputs.fields[key] },
-          ])
-        )
-      }
-      if (
-        (idx === 0 &&
-          automation.trigger.event === AutomationEventType.ROW_UPDATE) ||
-        (idx === 0 && automation.trigger.event === AutomationEventType.ROW_SAVE)
-      ) {
-        let table = $tables.list.find(
-          table => table._id === automation.trigger.inputs.tableId
-        )
-        // We want to generate our own schema for the bindings from the table schema itself
-        for (const key in table?.schema) {
-          schema[key] = {
-            type: table.schema[key].type,
-            subtype: table.schema[key].subtype,
-          }
-        }
-        // remove the original binding
-        delete schema.row
-      }
-      let icon =
-        idx === 0
-          ? automation.trigger.icon
-          : isLoopBlock
-          ? "Reuse"
-          : allSteps[idx].icon
-
-      if (wasLoopBlock) {
-        schema = cloneDeep(allSteps[idx - 1]?.schema?.outputs?.properties)
-      }
-      Object.entries(schema).forEach(([name, value]) => {
-        addBinding(name, value, icon, idx, isLoopBlock, bindingName)
-      })
-    }
-
-    if (
-      allSteps[blockIdx - 1]?.stepId !== ActionStepID.LOOP &&
-      allSteps
-        .slice(0, blockIdx)
-        .some(step => step.stepId === ActionStepID.LOOP)
-    ) {
-      bindings = bindings.filter(x => !x.readableBinding.includes("loop"))
-    }
-    return bindings
-  }
-
   function lookForFilters(properties) {
     if (!properties) {
       return []
@@ -912,7 +692,7 @@
               {/if}
             </div>
           {/if}
-          <div class:field-width={shouldRenderField(value)}>
+          <div>
             {#if value.type === "string" && value.enum && canShowField(value)}
               <Select
                 on:change={e => onChange({ [key]: e.detail })}
@@ -1208,8 +988,9 @@
     align-items: center;
     gap: var(--spacing-s);
   }
-  .field-width {
+
-    width: 320px;
+  .label-container :global(label) {
+    white-space: unset;
   }
 
   .step-fields {
@@ -1221,12 +1002,9 @@
   }
 
   .block-field {
-    display: flex;
     justify-content: space-between;
-    flex-direction: row;
+    display: grid;
-    align-items: center;
+    grid-template-columns: 1fr 320px;
-    gap: 10px;
-    flex: 1;
   }
 
   .attachment-field-width {

packages/builder/src/components/automation/SetupPanel/AutomationSelector.svelte

@@ -29,7 +29,7 @@
   $: filteredAutomations = $automationStore.automations.filter(
     automation =>
       automation.definition.trigger.stepId === TriggerStepID.APP &&
-      automation._id !== $selectedAutomation._id
+      automation._id !== $selectedAutomation.data._id
   )
 </script>
 

packages/builder/src/components/automation/Shared/CreateWebhookModal.svelte

@@ -11,7 +11,7 @@
   let schemaURL
   let propCount = 0
 
-  $: automation = $selectedAutomation
+  $: automation = $selectedAutomation?.data
 
   onMount(async () => {
     if (!automation?.definition?.trigger?.inputs.schemaUrl) {

packages/builder/src/components/common/UndoRedoControl.svelte

@@ -1,9 +1,10 @@
 <script>
-  import { Icon } from "@budibase/bbui"
+  import { Icon, ActionButton } from "@budibase/bbui"
   import { onMount } from "svelte"
   import { isBuilderInputFocused } from "helpers"
 
   export let store
+  export let showButtonGroup = false
 
   const handleKeyPress = e => {
     if (!(e.ctrlKey || e.metaKey)) {
@@ -32,7 +33,23 @@
   })
 </script>
 
-<div class="undo-redo">
+<div class="undo-redo" class:buttons={showButtonGroup}>
+  {#if showButtonGroup}
+    <div class="group">
+      <ActionButton
+        icon="Undo"
+        quiet
+        on:click={store.undo}
+        disabled={!$store.canUndo}
+      />
+      <ActionButton
+        icon="Redo"
+        quiet
+        on:click={store.redo}
+        disabled={!$store.canRedo}
+      />
+    </div>
+  {:else}
     <Icon
       name="Undo"
       hoverable
@@ -45,6 +62,7 @@
       on:click={store.redo}
       disabled={!$store.canRedo}
     />
+  {/if}
 </div>
 
 <style>
@@ -60,4 +78,36 @@
   .undo-redo :global(svg) {
     padding: 6px;
   }
+
+  .undo-redo.buttons :global(svg) {
+    padding: 0px;
+  }
+
+  .undo-redo.buttons {
+    padding-right: 0px;
+  }
+
+  .group {
+    border-radius: 4px;
+    display: flex;
+    flex-direction: row;
+  }
+  .group :global(> *:not(:first-child)) {
+    border-top-left-radius: 0;
+    border-bottom-left-radius: 0;
+    border-left: 2px solid var(--spectrum-global-color-gray-300);
+  }
+  .group :global(> *:not(:last-child)) {
+    border-top-right-radius: 0;
+    border-bottom-right-radius: 0;
+  }
+
+  .group :global(.spectrum-Button),
+  .group :global(.spectrum-ActionButton) {
+    background: var(--spectrum-global-color-gray-200) !important;
+  }
+  .group :global(.spectrum-Button:hover),
+  .group :global(.spectrum-ActionButton:hover) {
+    background: var(--spectrum-global-color-gray-300) !important;
+  }
 </style>

packages/builder/src/components/design/settings/controls/FilterEditor/FilterBuilder.svelte

@@ -12,8 +12,10 @@
   export let bindings = []
   export let panel = ClientBindingPanel
   export let allowBindings = true
+  export let allowOnEmpty
   export let datasource
-  export let showFilterEmptyDropdown
+  export let builderType
+  export let docsURL
 </script>
 
 <CoreFilterBuilder
@@ -26,7 +28,9 @@
   {schemaFields}
   {datasource}
   {allowBindings}
-  {showFilterEmptyDropdown}
   {bindings}
+  {allowOnEmpty}
+  {builderType}
+  {docsURL}
   on:change
 />

packages/builder/src/dataBinding.js

@@ -614,6 +614,40 @@ const getDeviceBindings = () => {
   return bindings
 }
 
+export const getSettingBindings = () => {
+  let bindings = []
+  const safeSetting = makePropSafe("settings")
+
+  bindings = [
+    {
+      type: "context",
+      runtimeBinding: `${safeSetting}.${makePropSafe("url")}`,
+      readableBinding: `Settings.url`,
+      category: "Settings",
+      icon: "Settings",
+      display: { type: "string", name: "url" },
+    },
+    {
+      type: "context",
+      runtimeBinding: `${safeSetting}.${makePropSafe("logo")}`,
+      readableBinding: `Settings.logo`,
+      category: "Settings",
+      icon: "Settings",
+      display: { type: "string", name: "logo" },
+    },
+    {
+      type: "context",
+      runtimeBinding: `${safeSetting}.${makePropSafe("company")}`,
+      readableBinding: `Settings.company`,
+      category: "Settings",
+      icon: "Settings",
+      display: { type: "string", name: "company" },
+    },
+  ]
+
+  return bindings
+}
+
 /**
  * Gets all selected rows bindings for tables in the current asset.
  * TODO: remove in future because we don't need a separate store for this
@@ -1469,3 +1503,31 @@ export const updateReferencesInObject = ({
     }
   }
 }
+
+// Migrate references
+// Switch all bindings to reference their ids
+export const migrateReferencesInObject = ({ obj, label = "steps", steps }) => {
+  const stepIndexRegex = new RegExp(`{{\\s*${label}\\.(\\d+)\\.`, "g")
+  const updateActionStep = (str, index, replaceWith) =>
+    str.replace(`{{ ${label}.${index}.`, `{{ ${label}.${replaceWith}.`)
+
+  for (const key in obj) {
+    if (typeof obj[key] === "string") {
+      let matches
+      while ((matches = stepIndexRegex.exec(obj[key])) !== null) {
+        const referencedStep = parseInt(matches[1])
+
+        obj[key] = updateActionStep(
+          obj[key],
+          referencedStep,
+          steps[referencedStep]?.id
+        )
+      }
+    } else if (typeof obj[key] === "object" && obj[key] !== null) {
+      migrateReferencesInObject({
+        obj: obj[key],
+        steps,
+      })
+    }
+  }
+}

packages/builder/src/pages/builder/app/[application]/automation/_layout.svelte

@@ -13,7 +13,7 @@
     selectedAutomation,
   } from "stores/builder"
 
-  $: automationId = $selectedAutomation?._id
+  $: automationId = $selectedAutomation?.data?._id
   $: builderStore.selectResource(automationId)
 
   // Keep URL and state in sync for selected screen ID
@@ -68,7 +68,7 @@
 
   {#if $automationStore.showTestPanel}
     <div class="setup">
-      <TestPanel automation={$selectedAutomation} />
+      <TestPanel automation={$selectedAutomation.data} />
     </div>
   {/if}
   <Modal bind:this={modal}>

packages/builder/src/pages/builder/app/[application]/settings/automations/_components/HistoryDetailsPanel.svelte

@@ -56,7 +56,7 @@
     {/if}
     {#key history}
       <div class="history">
-        <TestDisplay testResults={history} width="320px" />
+        <TestDisplay testResults={history} />
       </div>
     {/key}
   </Layout>
@@ -65,6 +65,14 @@
 {/if}
 
 <style>
+  .history :global(.block) {
+    min-width: unset;
+  }
+  .history :global(> .container) {
+    max-width: 320px;
+    width: 320px;
+    padding: 0px;
+  }
   .controls {
     display: flex;
     gap: var(--spacing-s);
@@ -76,7 +84,4 @@
     width: 100%;
     justify-content: center;
   }
-  .history {
-    margin: 0 -30px;
-  }
 </style>

packages/frontend-core/src/components/ConditionField.svelte

@@ -0,0 +1,177 @@
+<script>
+  import { Input, Icon, Drawer, Button } from "@budibase/bbui"
+  import { isJSBinding } from "@budibase/string-templates"
+  import { createEventDispatcher } from "svelte"
+
+  export let filter
+  export let disabled = false
+  export let bindings = []
+  export let panel
+  export let drawerTitle
+  export let toReadable
+  export let toRuntime
+
+  const dispatch = createEventDispatcher()
+
+  let bindingDrawer
+  let fieldValue
+
+  $: fieldValue = filter?.field
+  $: readableValue = toReadable ? toReadable(bindings, fieldValue) : fieldValue
+  $: drawerValue = toDrawerValue(fieldValue)
+  $: isJS = isJSBinding(fieldValue)
+
+  const drawerOnChange = e => {
+    drawerValue = e.detail
+  }
+
+  const onChange = e => {
+    fieldValue = e.detail
+    dispatch("change", {
+      field: toRuntime ? toRuntime(bindings, fieldValue) : fieldValue,
+    })
+  }
+
+  const onConfirmBinding = () => {
+    dispatch("change", {
+      field: toRuntime ? toRuntime(bindings, drawerValue) : drawerValue,
+    })
+  }
+
+  /**
+   * Converts arrays into strings. The CodeEditor expects a string or encoded JS
+   *
+   * @param{string} fieldValue
+   */
+  const toDrawerValue = fieldValue => {
+    return Array.isArray(fieldValue) ? fieldValue.join(",") : readableValue
+  }
+</script>
+
+<div>
+  <Drawer
+    on:drawerHide
+    on:drawerShow
+    bind:this={bindingDrawer}
+    title={drawerTitle || ""}
+    forceModal
+  >
+    <Button
+      cta
+      slot="buttons"
+      on:click={() => {
+        onConfirmBinding()
+        bindingDrawer.hide()
+      }}
+    >
+      Confirm
+    </Button>
+
+    <svelte:component
+      this={panel}
+      slot="body"
+      value={drawerValue}
+      allowJS
+      allowHelpers
+      allowHBS
+      on:change={drawerOnChange}
+      {bindings}
+    />
+  </Drawer>
+
+  <div class="field-wrap" class:bindings={true}>
+    <div class="field">
+      <Input
+        disabled={filter.noValue}
+        readonly={isJS}
+        value={isJS ? "(JavaScript function)" : readableValue}
+        on:change={onChange}
+      />
+    </div>
+
+    <div class="binding-control">
+      {#if !disabled}
+        <!-- svelte-ignore a11y-click-events-have-key-events -->
+        <!-- svelte-ignore a11y-no-static-element-interactions -->
+        <div
+          class="icon binding"
+          on:click={() => {
+            bindingDrawer.show()
+          }}
+        >
+          <Icon size="S" name="FlashOn" />
+        </div>
+      {/if}
+    </div>
+  </div>
+</div>
+
+<style>
+  .field-wrap {
+    display: flex;
+  }
+  .field {
+    flex: 1;
+  }
+
+  .field-wrap.bindings .field :global(.spectrum-Form-itemField),
+  .field-wrap.bindings .field :global(input),
+  .field-wrap.bindings .field :global(.spectrum-Picker) {
+    border-top-right-radius: 0px;
+    border-bottom-right-radius: 0px;
+  }
+
+  .field-wrap.bindings
+    .field
+    :global(.spectrum-InputGroup.spectrum-Datepicker) {
+    min-width: unset;
+    border-radius: 0px;
+  }
+
+  .field-wrap.bindings
+    .field
+    :global(
+      .spectrum-InputGroup.spectrum-Datepicker
+        .spectrum-Textfield-input.spectrum-InputGroup-input
+    ) {
+    width: 100%;
+  }
+
+  .binding-control .icon {
+    border: 1px solid
+      var(
+        --spectrum-textfield-m-border-color,
+        var(--spectrum-alias-border-color)
+      );
+    border-left: 0px;
+    border-top-right-radius: 4px;
+    border-bottom-right-radius: 4px;
+    justify-content: center;
+    align-items: center;
+    display: flex;
+    flex-direction: row;
+    box-sizing: border-box;
+    width: 31px;
+    color: var(--spectrum-alias-text-color);
+    background-color: var(--spectrum-global-color-gray-75);
+    transition: background-color
+        var(--spectrum-global-animation-duration-100, 130ms),
+      box-shadow var(--spectrum-global-animation-duration-100, 130ms),
+      border-color var(--spectrum-global-animation-duration-100, 130ms);
+    height: calc(var(--spectrum-alias-item-height-m));
+  }
+  .binding-control .icon.binding {
+    color: var(--yellow);
+  }
+
+  .binding-control .icon:hover {
+    cursor: pointer;
+    background-color: var(--spectrum-global-color-gray-50);
+    border-color: var(--spectrum-alias-border-color-hover);
+    color: var(--spectrum-alias-text-color-hover);
+  }
+
+  .binding-control .icon.binding:hover {
+    color: var(--yellow);
+  }
+</style>

packages/frontend-core/src/components/CoreFilterBuilder.svelte

@@ -16,6 +16,7 @@
   import { QueryUtils, Constants } from "@budibase/frontend-core"
   import { getContext, createEventDispatcher } from "svelte"
   import FilterField from "./FilterField.svelte"
+  import ConditionField from "./ConditionField.svelte"
   import { utils } from "@budibase/shared-core"
 
   const dispatch = createEventDispatcher()
@@ -33,8 +34,10 @@
   export let datasource
   export let behaviourFilters = false
   export let allowBindings = false
+  export let allowOnEmpty = true
+  export let builderType = "filter"
+  export let docsURL = "https://docs.budibase.com/docs/searchfilter-data"
 
-  // Review
   export let bindings
   export let panel
   export let toReadable
@@ -53,6 +56,10 @@
       schemaFields = [...schemaFields, { name: "_id", type: "string" }]
     }
   }
+  $: prefix =
+    builderType === "filter"
+      ? "Show data which matches"
+      : "Run branch when matching"
 
   // We still may need to migrate this even though the backend does it automatically now
   // for query definitions. This is because we might be editing saved filter definitions
@@ -103,6 +110,10 @@
   }
 
   const getValidOperatorsForType = filter => {
+    if (builderType === "condition") {
+      return [OperatorOptions.Equals, OperatorOptions.NotEquals]
+    }
+
     if (!filter?.field && !filter?.name) {
       return []
     }
@@ -222,6 +233,9 @@
       } else if (addFilter) {
         targetGroup.filters.push({
           valueType: FilterValueType.VALUE,
+          ...(builderType === "condition"
+            ? { operator: OperatorOptions.Equals.value, type: FieldType.STRING }
+            : {}),
         })
       } else if (group) {
         editable.groups[groupIdx] = {
@@ -242,6 +256,11 @@
         filters: [
           {
             valueType: FilterValueType.VALUE,
+            ...(builderType === "condition"
+              ? {
+                  operator: OperatorOptions.Equals.value,
+                }
+              : {}),
           },
         ],
       })
@@ -271,7 +290,7 @@
 
       {#if editableFilters?.groups?.length}
         <div class="global-filter-header">
-          <span>Show data which matches</span>
+          <span>{prefix}</span>
           <span class="operator-picker">
             <Select
               value={editableFilters?.logicalOperator}
@@ -286,7 +305,7 @@
               placeholder={false}
             />
           </span>
-          <span>of the following filter groups:</span>
+          <span>of the following {builderType} groups:</span>
         </div>
       {/if}
       {#if editableFilters?.groups?.length}
@@ -315,7 +334,7 @@
                       placeholder={false}
                     />
                   </span>
-                  <span>of the following filters are matched:</span>
+                  <span>of the following {builderType}s are matched:</span>
                 </div>
                 <div class="group-actions">
                   <Icon
@@ -346,6 +365,7 @@
               <div class="filters">
                 {#each group.filters as filter, filterIdx}
                   <div class="filter">
+                    {#if builderType === "filter"}
                       <Select
                         value={filter.field}
                         options={fieldOptions}
@@ -356,10 +376,27 @@
                         }}
                         placeholder="Column"
                       />
-
+                    {:else}
+                      <ConditionField
+                        placeholder="Value"
+                        {filter}
+                        drawerTitle={"Edit Binding"}
+                        {bindings}
+                        {panel}
+                        {toReadable}
+                        {toRuntime}
+                        on:change={e => {
+                          const updated = {
+                            ...filter,
+                            field: e.detail.field,
+                          }
+                          onFilterFieldUpdate(updated, groupIdx, filterIdx)
+                        }}
+                      />
+                    {/if}
                     <Select
                       value={filter.operator}
-                      disabled={!filter.field}
+                      disabled={!filter.field && builderType === "filter"}
                       options={getValidOperatorsForType(filter)}
                       on:change={e => {
                         const updated = { ...filter, operator: e.detail }
@@ -368,11 +405,18 @@
                       }}
                       placeholder={false}
                     />
-
                     <FilterField
                       placeholder="Value"
+                      drawerTitle={builderType === "condition"
+                        ? "Edit binding"
+                        : null}
                       {allowBindings}
-                      {filter}
+                      filter={{
+                        ...filter,
+                        ...(builderType === "condition"
+                          ? { type: FieldType.STRING }
+                          : {}),
+                      }}
                       {schemaFields}
                       {bindings}
                       {panel}
@@ -408,7 +452,7 @@
 
       <div class="filters-footer">
         <Layout noPadding>
-          {#if behaviourFilters && editableFilters?.groups?.length}
+          {#if behaviourFilters && allowOnEmpty && editableFilters?.groups?.length}
             <div class="empty-filter">
               <span>Return</span>
               <span class="empty-filter-picker">
@@ -425,7 +469,7 @@
                   placeholder={false}
                 />
               </span>
-              <span>when all filters are empty</span>
+              <span>when all {builderType}s are empty</span>
             </div>
           {/if}
           <div class="add-group">
@@ -439,17 +483,16 @@
                 })
               }}
             >
-              Add filter group
+              Add {builderType} group
             </Button>
-            <a
+            {#if docsURL}
-              href="https://docs.budibase.com/docs/searchfilter-data"
+              <a href={docsURL} target="_blank">
-              target="_blank"
-            >
                 <Icon
                   name="HelpOutline"
                   color="var(--spectrum-global-color-gray-600)"
                 />
               </a>
+            {/if}
           </div>
         </Layout>
       </div>

packages/frontend-core/src/components/FilterField.svelte

@@ -21,6 +21,7 @@
   export let allowBindings = false
   export let schemaFields
   export let panel
+  export let drawerTitle
   export let toReadable
   export let toRuntime
 
@@ -28,7 +29,6 @@
   const { OperatorOptions, FilterValueType } = Constants
 
   let bindingDrawer
-  let fieldValue
 
   $: fieldValue = filter?.value
   $: readableValue = toReadable ? toReadable(bindings, fieldValue) : fieldValue
@@ -133,7 +133,7 @@
     on:drawerHide
     on:drawerShow
     bind:this={bindingDrawer}
-    title={filter.field}
+    title={drawerTitle || filter.field}
     forceModal
   >
     <Button
@@ -168,7 +168,7 @@
       {#if filter.valueType === FilterValueType.BINDING}
         <Input
           disabled={filter.noValue}
-          readonly={true}
+          readonly={isJS}
           value={isJS ? "(JavaScript function)" : readableValue}
           on:change={onChange}
         />
@@ -231,7 +231,7 @@
 
     <div class="binding-control">
       <!-- needs field, operator -->
-      {#if !disabled && allowBindings && filter.field && !filter.noValue}
+      {#if !disabled && allowBindings && !filter.noValue}
         <!-- svelte-ignore a11y-click-events-have-key-events -->
         <!-- svelte-ignore a11y-no-static-element-interactions -->
         <div

packages/server/src/api/routes/utils/validators.ts

@@ -278,8 +278,10 @@ export function screenValidator() {
 
 function generateStepSchema(allowStepTypes: string[]) {
   const branchSchema = Joi.object({
+    id: Joi.string().required(),
     name: Joi.string().required(),
     condition: filterObject({ unknown: false }).required().min(1),
+    conditionUI: Joi.object(),
   })
 
   return Joi.object({

packages/server/src/automations/steps/branch.ts

@@ -39,9 +39,17 @@ export const definition: AutomationStepDefinition = {
         branchName: {
           type: AutomationIOType.STRING,
         },
-        result: {
+        status: {
+          type: AutomationIOType.STRING,
+          description: "Branch result",
+        },
+        branchId: {
+          type: AutomationIOType.STRING,
+          description: "Branch ID",
+        },
+        success: {
           type: AutomationIOType.BOOLEAN,
-          description: "Whether the condition was met",
+          description: "Branch success",
         },
       },
       required: ["output"],

packages/server/src/automations/tests/scenarios/branching.spec.ts

@@ -48,7 +48,9 @@ describe("Branching automations", () => {
                       { stepId: branch1LogId }
                     ),
                   condition: {
-                    equal: { [`{{ steps.${firstLogId}.success }}`]: true },
+                    equal: {
+                      [`{{ literal steps.${firstLogId}.success }}`]: true,
+                    },
                   },
                 },
                 branch2: {
@@ -58,19 +60,21 @@ describe("Branching automations", () => {
                       { stepId: branch2LogId }
                     ),
                   condition: {
-                    equal: { [`{{ steps.${firstLogId}.success }}`]: false },
+                    equal: {
+                      [`{{ literal steps.${firstLogId}.success }}`]: false,
+                    },
                   },
                 },
               }),
           condition: {
-            equal: { [`{{ steps.${firstLogId}.success }}`]: true },
+            equal: { [`{{ literal steps.${firstLogId}.success }}`]: true },
           },
         },
         topLevelBranch2: {
           steps: stepBuilder =>
             stepBuilder.serverLog({ text: "Branch 2" }, { stepId: branch2Id }),
           condition: {
-            equal: { [`{{ steps.${firstLogId}.success }}`]: false },
+            equal: { [`{{ literal steps.${firstLogId}.success }}`]: false },
           },
         },
       })
@@ -217,4 +221,90 @@ describe("Branching automations", () => {
     )
     expect(results.steps[2]).toBeUndefined()
   })
+
+  it("evaluate multiple conditions", async () => {
+    const builder = createAutomationBuilder({
+      name: "evaluate multiple conditions",
+    })
+
+    const results = await builder
+      .appAction({ fields: { test_trigger: true } })
+      .serverLog({ text: "Starting automation" }, { stepId: "aN6znRYHG" })
+      .branch({
+        specialBranch: {
+          steps: stepBuilder => stepBuilder.serverLog({ text: "Special user" }),
+          condition: {
+            $or: {
+              conditions: [
+                {
+                  equal: {
+                    '{{ js "cmV0dXJuICQoInRyaWdnZXIuZmllbGRzLnRlc3RfdHJpZ2dlciIp" }}':
+                      "{{ literal trigger.fields.test_trigger}}",
+                  },
+                },
+              ],
+            },
+          },
+        },
+        regularBranch: {
+          steps: stepBuilder => stepBuilder.serverLog({ text: "Regular user" }),
+          condition: {
+            $and: {
+              conditions: [
+                {
+                  equal: { "{{ literal trigger.fields.test_trigger}}": "blah" },
+                },
+                {
+                  equal: { "{{ literal trigger.fields.test_trigger}}": "123" },
+                },
+              ],
+            },
+          },
+        },
+      })
+      .run()
+
+    expect(results.steps[2].outputs.message).toContain("Special user")
+  })
+
+  it("evaluate multiple conditions with interpolated text", async () => {
+    const builder = createAutomationBuilder({
+      name: "evaluate multiple conditions",
+    })
+
+    const results = await builder
+      .appAction({ fields: { test_trigger: true } })
+      .serverLog({ text: "Starting automation" }, { stepId: "aN6znRYHG" })
+      .branch({
+        specialBranch: {
+          steps: stepBuilder => stepBuilder.serverLog({ text: "Special user" }),
+          condition: {
+            $or: {
+              conditions: [
+                {
+                  equal: {
+                    "{{ trigger.fields.test_trigger }} 5":
+                      "{{ trigger.fields.test_trigger }} 5",
+                  },
+                },
+              ],
+            },
+          },
+        },
+        regularBranch: {
+          steps: stepBuilder => stepBuilder.serverLog({ text: "Regular user" }),
+          condition: {
+            $and: {
+              conditions: [
+                { equal: { "{{ trigger.fields.test_trigger }}": "blah" } },
+                { equal: { "{{ trigger.fields.test_trigger }}": "123" } },
+              ],
+            },
+          },
+        },
+      })
+      .run()
+
+    expect(results.steps[2].outputs.message).toContain("Special user")
+  })
 })

packages/server/src/automations/tests/utilities/AutomationTestBuilder.ts

@@ -88,12 +88,13 @@ class BaseStepBuilder {
     Object.entries(branchConfig).forEach(([key, branch]) => {
       const stepBuilder = new StepBuilder()
       branch.steps(stepBuilder)
-
+      let branchId = uuidv4()
       branchStepInputs.branches.push({
         name: key,
         condition: branch.condition,
+        id: branchId,
       })
-      branchStepInputs.children![key] = stepBuilder.build()
+      branchStepInputs.children![branchId] = stepBuilder.build()
     })
     const branchStep: AutomationStep = {
       ...definition,

packages/server/src/threads/automation.ts

@@ -8,7 +8,7 @@ import {
 import * as actions from "../automations/actions"
 import * as automationUtils from "../automations/automationUtils"
 import { replaceFakeBindings } from "../automations/loopUtils"
-import { dataFilters, helpers } from "@budibase/shared-core"
+import { dataFilters, helpers, utils } from "@budibase/shared-core"
 import { default as AutomationEmitter } from "../events/AutomationEmitter"
 import { generateAutomationMetadataID, isProdAppID } from "../db/utils"
 import { definitions as triggerDefs } from "../automations/triggerInfo"
@@ -23,15 +23,21 @@ import {
   AutomationStatus,
   AutomationStep,
   AutomationStepStatus,
+  BranchSearchFilters,
   BranchStep,
+  isLogicalSearchOperator,
   LoopStep,
-  SearchFilters,
   UserBindings,
+  isBasicSearchOperator,
 } from "@budibase/types"
 import { AutomationContext, TriggerOutput } from "../definitions/automations"
 import { WorkerCallback } from "./definitions"
 import { context, logging, configs } from "@budibase/backend-core"
-import { processObject, processStringSync } from "@budibase/string-templates"
+import {
+  findHBSBlocks,
+  processObject,
+  processStringSync,
+} from "@budibase/string-templates"
 import { cloneDeep } from "lodash/fp"
 import { performance } from "perf_hooks"
 import * as sdkUtils from "../sdk/utils"
@@ -324,7 +330,10 @@ class Orchestrator {
     )
   }
 
-  private async executeSteps(steps: AutomationStep[]): Promise<void> {
+  private async executeSteps(
+    steps: AutomationStep[],
+    pathIdx?: number
+  ): Promise<void> {
     return tracer.trace(
       "Orchestrator.executeSteps",
       { resource: "automation" },
@@ -340,10 +349,17 @@ class Orchestrator {
               while (stepIndex < steps.length) {
                 const step = steps[stepIndex]
                 if (step.stepId === AutomationActionStepId.BRANCH) {
-                  await this.executeBranchStep(step)
+                  // stepIndex for current step context offset
+                  // pathIdx relating to the full list of steps in the run
+                  await this.executeBranchStep(step, stepIndex + (pathIdx || 0))
                   stepIndex++
                 } else if (step.stepId === AutomationActionStepId.LOOP) {
-                  stepIndex = await this.executeLoopStep(step, steps, stepIndex)
+                  stepIndex = await this.executeLoopStep(
+                    step,
+                    steps,
+                    stepIndex,
+                    pathIdx
+                  )
                 } else {
                   if (!this.stopped) {
                     await this.executeStep(step)
@@ -366,11 +382,14 @@ class Orchestrator {
   private async executeLoopStep(
     loopStep: LoopStep,
     steps: AutomationStep[],
-    currentIndex: number
+    stepIdx: number,
+    pathIdx?: number
   ): Promise<number> {
     await processObject(loopStep.inputs, this.context)
     const iterations = getLoopIterations(loopStep)
-    let stepToLoopIndex = currentIndex + 1
+    let stepToLoopIndex = stepIdx + 1
+    let pathStepIdx = (pathIdx || stepIdx) + 1
+
     let iterationCount = 0
     let shouldCleanup = true
 
@@ -381,7 +400,7 @@ class Orchestrator {
         )
       } catch (err) {
         this.updateContextAndOutput(
-          stepToLoopIndex,
+          pathStepIdx + 1,
           steps[stepToLoopIndex],
           {},
           {
@@ -401,7 +420,7 @@ class Orchestrator {
         (loopStep.inputs.iterations && loopStepIndex === maxIterations)
       ) {
         this.updateContextAndOutput(
-          stepToLoopIndex,
+          pathStepIdx + 1,
           steps[stepToLoopIndex],
           {
             items: this.loopStepOutputs,
@@ -428,7 +447,7 @@ class Orchestrator {
 
       if (isFailure) {
         this.updateContextAndOutput(
-          loopStepIndex,
+          pathStepIdx + 1,
           steps[stepToLoopIndex],
           {
             items: this.loopStepOutputs,
@@ -443,11 +462,11 @@ class Orchestrator {
         break
       }
 
-      this.context.steps[currentIndex + 1] = {
+      this.context.steps[pathStepIdx] = {
         currentItem: this.getCurrentLoopItem(loopStep, loopStepIndex),
       }
 
-      stepToLoopIndex = currentIndex + 1
+      stepToLoopIndex = stepIdx + 1
 
       await this.executeStep(steps[stepToLoopIndex], stepToLoopIndex)
       iterationCount++
@@ -467,7 +486,7 @@ class Orchestrator {
             }
 
       // Loop Step clean up
-      this.executionOutput.steps.splice(currentIndex + 1, 0, {
+      this.executionOutput.steps.splice(pathStepIdx, 0, {
         id: steps[stepToLoopIndex].id,
         stepId: steps[stepToLoopIndex].stepId,
         outputs: tempOutput,
@@ -487,14 +506,19 @@ class Orchestrator {
 
     return stepToLoopIndex + 1
   }
-  private async executeBranchStep(branchStep: BranchStep): Promise<void> {
+  private async executeBranchStep(
+    branchStep: BranchStep,
+    pathIdx?: number
+  ): Promise<void> {
     const { branches, children } = branchStep.inputs
 
     for (const branch of branches) {
       const condition = await this.evaluateBranchCondition(branch.condition)
       if (condition) {
         const branchStatus = {
+          branchName: branch.name,
           status: `${branch.name} branch taken`,
+          branchId: `${branch.id}`,
           success: true,
         }
 
@@ -505,9 +529,11 @@ class Orchestrator {
           branchStatus
         )
         this.context.steps[this.context.steps.length] = branchStatus
+        this.context.stepsById[branchStep.id] = branchStatus
 
-        const branchSteps = children?.[branch.name] || []
+        const branchSteps = children?.[branch.id] || []
-        await this.executeSteps(branchSteps)
+        // A final +1 to accomodate the branch step itself
+        await this.executeSteps(branchSteps, (pathIdx || 0) + 1)
         return
       }
     }
@@ -525,27 +551,52 @@ class Orchestrator {
   }
 
   private async evaluateBranchCondition(
-    conditions: SearchFilters
+    conditions: BranchSearchFilters
   ): Promise<boolean> {
     const toFilter: Record<string, any> = {}
 
-    const processedConditions = dataFilters.recurseSearchFilters(
+    const recurseSearchFilters = (
-      conditions,
+      filters: BranchSearchFilters
-      filter => {
+    ): BranchSearchFilters => {
-        Object.entries(filter).forEach(([_, value]) => {
+      for (const filterKey of Object.keys(
-          Object.entries(value).forEach(([field, _]) => {
+        filters
-            const updatedField = field.replace("{{", "{{ literal ")
+      ) as (keyof typeof filters)[]) {
+        if (!filters[filterKey]) {
+          continue
+        }
+
+        if (isLogicalSearchOperator(filterKey)) {
+          filters[filterKey].conditions = filters[filterKey].conditions.map(
+            condition => recurseSearchFilters(condition)
+          )
+        } else if (isBasicSearchOperator(filterKey)) {
+          for (const [field, value] of Object.entries(filters[filterKey])) {
             const fromContext = processStringSync(
-              updatedField,
+              field,
               this.processContext(this.context)
             )
             toFilter[field] = fromContext
-          })
+
-        })
+            if (typeof value === "string" && findHBSBlocks(value).length > 0) {
-        return filter
+              const processedVal = processStringSync(
-      }
+                value,
+                this.processContext(this.context)
               )
 
+              filters[filterKey][field] = processedVal
+            }
+          }
+        } else {
+          // We want to types to complain if we extend BranchSearchFilters, but not to throw if the request comes with some extra data. It will just be ignored
+          utils.unreachable(filterKey, { doNotThrow: true })
+        }
+      }
+
+      return filters
+    }
+
+    const processedConditions = recurseSearchFilters(conditions)
+
     const result = dataFilters.runQuery([toFilter], processedConditions)
     return result.length > 0
   }

packages/shared-core/src/filters.ts

@@ -142,25 +142,6 @@ export function recurseLogicalOperators(
   return filters
 }
 
-export function recurseSearchFilters(
-  filters: SearchFilters,
-  processFn: (filter: SearchFilters) => SearchFilters
-): SearchFilters {
-  // Process the current level
-  filters = processFn(filters)
-
-  // Recurse through logical operators
-  for (const logical of LOGICAL_OPERATORS) {
-    if (filters[logical]) {
-      filters[logical]!.conditions = filters[logical]!.conditions.map(
-        condition => recurseSearchFilters(condition, processFn)
-      )
-    }
-  }
-
-  return filters
-}
-
 /**
  * Removes any fields that contain empty strings that would cause inconsistent
  * behaviour with how backend tables are filtered (no value means no filter).

packages/shared-core/src/utils.ts

@@ -26,10 +26,17 @@ const FILTER_ALLOWED_KEYS: (keyof SearchFilter)[] = [
 
 export function unreachable(
   value: never,
-  message = `No such case in exhaustive switch: ${value}`
+  opts?: {
+    message?: string
+    doNotThrow?: boolean
+  }
 ) {
+  const message = opts?.message || `No such case in exhaustive switch: ${value}`
+  const doNotThrow = !!opts?.doNotThrow
+  if (!doNotThrow) {
     throw new Error(message)
   }
+}
 
 export async function parallelForeach<T>(
   items: T[],

packages/types/src/documents/app/automation/StepInputsOutputs.ts

@@ -1,5 +1,10 @@
 import { SortOrder } from "../../../api"
-import { SearchFilters, EmptyFilterOption } from "../../../sdk"
+import {
+  SearchFilters,
+  EmptyFilterOption,
+  BasicOperator,
+  LogicalOperator,
+} from "../../../sdk"
 import { HttpMethod } from "../query"
 import { Row } from "../row"
 import { LoopStepType, EmailAttachment, AutomationResults } from "./automation"
@@ -116,10 +121,19 @@ export type BranchStepInputs = {
 }
 
 export type Branch = {
+  id: any
   name: string
-  condition: SearchFilters
+  condition: BranchSearchFilters
 }
 
+export type BranchSearchFilters = Pick<
+  SearchFilters,
+  | BasicOperator.EQUAL
+  | BasicOperator.NOT_EQUAL
+  | LogicalOperator.AND
+  | LogicalOperator.OR
+>
+
 export type MakeIntegrationInputs = {
   url: string
   body: any