This page displays all the workflows that have been created in your organization, including both active and inactive workflows. Also, it provides all the necessary tools to manage and monitor your workflows: you can see the workflows assigned to you and review their previous executions.
From the top menu, you can:
- Select which columns you want to view. To change the order, simply click on a column and drag it where you want it to be.
- Filter workflows by “Published” or “Draft”.
- Execute a workflow from a CSV file.
- Create a new workflow.
Actions menu
The “Actions” drop-down menu, situated on the right side of the “Workflows” page, enables you to perform the following actions on your workflows:
- Run the workflow
- Preview the workflow
- Edit the workflow
- Schedule the workflow to run automatically
- Duplicate the workflow
- Export the workflow
- Deactivate a workflow