Workflows

The Workflows page is the central area to perform actions on all your personal and team based Workflows. From here you see each Workflow as a tile and is where you create, edit, and run your Workflows.

The following functionality is available on the Workflows page.

Control	Functionality
Search	The Search field refreshes the display with Workflows that contain any portion of the search text. The search results produced are restricted to Workflows in your team.
View more quotas	This opens a modal and displays the quotas applicable to either your personal Workflows or a specific team. See Quotas for more information.
Create a new Workflow	Displays the Create a new Workflow modal. A new Workflow can be created from scratch or an existing Workflow can be imported and used as a basis for the new Workflow. See Create Workflow.
Overflow Menu	The Workflow tile overflow menu provides the following items: Edit - displays the Editor page, an advanced visual drag-and-drop no-code Workflow editor. See Workflow Editor. View Activity - displays the Activity page for the Workflow for viewing each individual execution of a Workflow. See Activity. Update - provides a modal where you can drag-and-drop or choose a file to update the Workflow with. It will validate that the JSON file is valid for this particular Workflow. Export - provides a file that can be imported into another Flow instance. Duplicate - automatically creates a new Workflow with the content of the existing Workflow. It will reset all triggers and tokens. Delete - once Delete is selected, the Workflow is removed forever. See Delete Workflow.
Run it	Click Run it to kick off the corresponding Workflow. See Execute Workflow.

Workflow Status

A workflow will show various status' depending on the state of the workflow. The following status' are available:

• active(green circle): good to go
• inactive(grey circle): unable to execute
• warning(orange circle): unable to manually trigger the workflow
• warning(orange circle): reached a quota limit

Upgrades Available

The Workflow tile will also indicate, through a yellow warning icon, if there are upgrades available for a Task within the Workflow.

Workflow Editor

The Workflow Editor is where the magic happens for creating and managing Workflows. It is a beautiful visual drag-and-drop no-code editor for defining your Workflow as well as everything to do with your Workflow configuration, triggers, and parameters.

Refer to the Workflow Editor instructions in the How To Guide.

Features

The Workflow Editor includes the following features.

• Drag-and-drop
• Dynamic parameter resolution
• Conditional switches
• Link state logic
• Triggers
• Schedules
• Workspaces (Storage)
• Labels
• Parallelism
• Notes
• Change (audit) log