Creating and Managing Workflows

1. Create a Workflow

If you’re new to creating workflows, refer to the Build Your First Workflow guide for a detailed walkthrough on setting up workflows from scratch.

Update

Pending.

2. Rename a Workflow

Renaming a workflow updates its name across the platform, ensuring consistency across integrations and references.

Steps

1. Right-click on the workflow in the list and select Rename.

2. Enter the new name and click Save to confirm.

Note: Renaming automatically updates the workflow’s name wherever it is referenced. This does not impact functionality but improves clarity and organization.

3. Delete a Workflow

Deleting a workflow permanently removes it from the platform along with all its activities and configurations.

Steps

1. Right-click on the workflow and select Delete.

2. Confirm the action in the popup dialog.

Note: This action is irreversible. Ensure the workflow is no longer needed, or export it before deleting to avoid data loss.