Use canvas actions safely

Architecture Studio separates local canvas editing from saved diagram revisions, generated files, and cloud-changing Terraform work. Use this guide to understand what each current control changes before you select it.

Typical time

15–25 minutes

You need

A project diagram and the right project role

Outcome

A deliberate, saved diagram revision

Step 1: Confirm context and save state

Before editing, confirm the architecture name, provider, project, environment, region, and workspace in the header.

• Switch workspace changes the delivery context. Resolve or save pending changes before switching.
• Edit architecture name changes the saved diagram name and requires edit access.
• Saved means the current diagram state has reached the backend.
• A changed, saving, or failed state is not a revision that later validation or Terraform evidence can safely reference.
• Read only allows inspection and portable download, but disables mutations.

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Confirm context and persistence state

Show a synthetic Architecture Studio header with architecture, provider, workspace, and Saved state.

Future capture briefHide tenant, project, workspace, connection, account, actor, and customer architecture identifiers.

Step 2: Choose the correct File action

Open File and use the exact action that matches your intent:

Action	What it does	Persistence boundary
New diagram	Creates a separate blank diagram in the project	Backend create, then navigation
Open Diagrams	Selects another project diagram	Read and navigation
Revision history	Lists, compares, and can restore saved revisions	Read until a restore is confirmed
Save	Stores the current diagram	Backend mutation
Save As…	Creates a separate copy with a new name	Backend create
Export…	Prepares an approved portable format	Browser download; no cloud change
Import File	Previews a portable diagram and lets you import or skip rows	Backend preview, then confirmed mutation
Use template	Opens the provider-aware template library	Navigation
Clear canvas	Removes current resources and connections after confirmation	Local until you choose Save

Unsaved-change protection appears before actions that would replace the current canvas. Do not dismiss it until you intentionally save, discard, or remain on the current design.

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Choose a diagram lifecycle action

Show the complete File menu from New diagram through Clear canvas.

Future capture briefUse a blank synthetic diagram. Hide file names, revision data, user identity, and customer designs.

Step 3: Import or download a portable diagram

For Import File:

1. choose a supported portable file;
2. wait for the backend preview;
3. review provider compatibility and every proposed row;
4. choose Import or Skip for unsupported or unwanted rows;
5. enter the new diagram title; and
6. confirm the import.

An import creates diagram content. It does not connect accounts, create cloud resources, or approve Terraform work.

For Export…, choose only the format approved for your sharing workflow. Review the preview, wait for canvas preparation to complete, and keep the resulting file inside the intended access boundary.

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Review a portable diagram safely

Show a synthetic import preview beside the download format selector without real diagram content.

Future capture briefDo not capture customer diagrams, provider IDs, file paths, hidden metadata, browser downloads, or imported payloads.

Step 4: Use selection and Edit actions

The Edit menu exposes:

• Undo and Redo for the current canvas history;
• Undo AI proposal when the last applied proposal can still be reversed;
• Copy, Cut, Paste, and Duplicate for selected canvas elements;
• Delete selected for the current selection;
• Auto Layout for local positioning;
• AI Design for a governed proposal; and
• Code Editor when a Terraform workspace is linked.

Copy, layout, delete, and other canvas edits are local until Save succeeds. Deleting a canvas node does not delete a provider resource. A later governed Terraform plan may propose a cloud deletion, which must be reviewed separately.

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Classify local Edit actions

Show the complete Edit menu with a harmless synthetic selection.

Future capture briefHide customer node names, Terraform addresses, workspace IDs, and any AI request or response.

Step 5: Edit resources, connections, and annotations

Select an item before changing its properties:

• a resource exposes provider-aware name, region, networking, sizing, tags, and other supported fields;
• a connection exposes only the supported relationship and direction;
• a text annotation stores review notes, not infrastructure; and
• selection actions can move, duplicate, or delete the intended item.

Review the Inspector before saving. Secret values, credentials, tokens, and Terraform backend configuration do not belong in resource properties, annotations, or labels.

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Edit the selected element

Show synthetic resource, connection, and annotation Inspector states.

Future capture briefUse private example addresses and generic labels. Hide secrets, account IDs, resource IDs, tags, and customer topology.

Step 6: Navigate without changing architecture

Zoom, pan, Fit Content, overview/minimap, selection mode, and panel collapse controls change only the browser view. Auto Layout changes node positions and therefore becomes part of the diagram when saved.

Use these controls to make every relationship readable before review. Do not mistake a hidden, collapsed, or off-screen node for a deleted resource.

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Navigate the full design

Show zoom, Fit Content, overview, selection, and panel controls on a small synthetic canvas.

Future capture briefKeep every synthetic node readable and exclude customer topology or provider metadata.

Step 7: Compare or restore a revision

Open Revision history to inspect confirmed lineage:

1. choose From and To revisions;
2. select Compare revisions;
3. review resources added, removed, or changed and connection changes;
4. select Restore only when the older source is the intended current design; and
5. confirm Restore revision.

Restore is a backend mutation and refreshes the canvas. It does not roll back cloud infrastructure, Terraform state, or an already completed apply.

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Compare before restoring

Show synthetic From and To revisions, comparison counts, and the Restore confirmation.

Future capture briefHide actors, real dates, revision digests, request IDs, and customer change history.

Step 8: Review an AI Design proposal

AI Design generates a proposal; it does not directly change cloud infrastructure.

1. describe the intended architecture outcome without secrets;
2. choose the proposal action and wait for Generating…;
3. review every proposed add, update, connection, warning, and unsupported item;
4. cancel the run if it is no longer needed;
5. choose Apply to Canvas only when the preview matches the design intent;
6. use Undo AI proposal if the applied canvas change should be reversed;
7. save deliberately; and
8. run deterministic Check Design afterward.

AI explains and proposes. Deterministic validation and governed Terraform review remain the authority for delivery.

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Review an AI proposal before applying

Show a synthetic AI Design proposal preview with Apply to Canvas, Cancel, and proposal-history context.

Future capture briefUse a harmless prompt and fabricated resources. Hide prompts with customer data, generated code, account IDs, and internal evidence.

Check your result

Confirm the intended diagram is open, the header says Saved, revision history contains the expected lineage, and no import, AI proposal, or local edit remains unreviewed.

Common blockers

An action is disabled

Check read-only state, selection, linked-workspace availability, active save or AI work, and your project role. Disabled actions should not be bypassed.

Clear canvas removed everything

If the cleared state was not saved, leave or reload using the unsaved-change guard. If it was saved, review Revision history and restore only after confirming the correct revision.

Code Editor is unavailable

Link an eligible Terraform workspace to the diagram. The editor is not opened against an unbound or ambiguous workspace.

A portable file does not import

Review the provider mismatch and unsupported-row preview. Do not modify the file to bypass validation or import secret-bearing Terraform artifacts.

Continue

Run Validate a design against the exact saved revision, or open Use the Terraform editor for source-level work.