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The Interface tab is part of the Workflow editor. It controls how the Run tab looks and what people see after they start a run: header, title, description, form fields, the run button, and optional highlighted Outputs. The same layout applies when someone opens an Interface link from the Run view—see Share and deploy Workflows.
The Interface and Bulk Run tabs appear only when the trigger supports the interactive Run tab in Cassidy (for example Manual). Other triggers use a different editor without those tabs.

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Open Interface settings

1

Edit the Workflow

Open the Workflow and click Edit so you are in the builder.
2

Select the Interface tab

At the top of the editor, click Interface. The left side shows a live Interface Preview; the right side is Interface Settings (Customize, Inputs, Outputs).
Interface tab with preview on the left and Interface Settings sidebar on the right

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Appearance (Customize)

In the Customize section you can:
  • Icon — Image on the colored header of the Run card.
  • Background Color — Color behind the header strip at the top of the Run card.
  • Name — Title on the Run page (same as the Workflow name elsewhere).
  • Description — Shown under the title; supports rich text so you can explain what the Workflow does and what to enter in the form.
  • Run Button Color and Run Button Text — The primary action on the form. If you leave the label blank, Cassidy uses Run Workflow.
Changes apply on the Run tab, in the test panel when you run from the editor, and on shared Interface pages.

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Inputs

The Inputs section lists the Manual trigger fields—the same list as when you click the trigger on the Workflow tab. Add, reorder, or edit fields here or on the canvas; both stay in sync.
1

Open Inputs

On the Interface tab, expand Inputs.
2

Add or change fields

Add fields, set types (for example Text, Number, File, Dropdown), and configure options the same way you would from the trigger. Reorder fields by dragging them in the list.
3

Edit or remove a field

Use the row actions to edit a field’s settings or remove it from the form.

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Outputs

Outputs are values you choose to highlight after a run finishes successfully. They appear in their own Outputs section on the Run tab (and in the preview while you edit).
1

Open Outputs

On the Interface tab, expand Outputs.
2

Add an output

Click Add Output. A picker opens, grouped into Utilities, Trigger inputs, and Actions. Use the arrows to open a group and choose a specific value—for example a generated file from an action or a field from Generate Metadata.
Add Output menu showing Utilities, Trigger inputs, and Actions groups
3

Rename, reorder, or remove

Use Rename to change the label people see (the underlying variable does not change). Drag rows to change order. Remove an output if you no longer want it highlighted.
After a successful run, Cassidy opens Outputs prominently when you have defined at least one. People can still expand Steps to see every action and the full step-by-step results. If you leave Outputs empty, only Steps summarizes the run. Broken references (for example you deleted an action that an output pointed to) show up in the editor issues list; click an issue to jump to Interface and fix or remove the output.
Interface tab with styled header, inputs list, and two outputs configured next to a matching preview
Hiding actions from workflow output changes which steps appear in the step-by-step Steps list. It does not remove variables from Outputs here—delete those entries if you no longer want them highlighted.

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Run tab after a successful run

On the Run tab, a finished run shows Inputs (collapsed by default), Steps with each action and status, and Outputs when you configured them on Interface. New Run clears the form and starts fresh. Copy Results Link copies a URL to this specific run so others can open the same results (within your sharing rules).
Run tab after a successful workflow run showing Steps, Outputs with file and metadata, New Run, and Copy Results Link
Step-by-step from the Run tab: Run and test a Workflow.

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Next steps

Run and test

Run the Workflow and review Steps, Outputs, New Run, and Copy Results Link on the Run tab.

Bulk Run

Run the same Manual Workflow across a dataset.

Share and deploy

Folder permissions, export, webhooks, and copying links from the Run view.

Build a Workflow

Triggers, actions, variables, and the Workflow Copilot.