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When starting the Workflow application, you will see a workflow Home page. Here you will see the latest workflows that have been created. You also have access to a button to create a new workflow.
The list of your latest workflows has an option to ‘See all’ workflows. Choose this option to move quickly to the list of workflows to Activate, Disable, Delete, or Edit a Workflow. The other alternative is to press the LIST menu (left) to see the same list.
From the List menu, you can access the following functions by pressing the “…” menu, which is available for each record in the list.
| Menu action | Explained |
|---|---|
| Activate | Will activate the workflow. The workflow will be tested for errors before it is activated. You will get an error message if any errors are found, and the workflow will keep the state INACTIVE |
| Deactivate | An active workflow will have a menu called Deactivate to stop it from running. When deactivating successfully, you will see that the WORKFLOW will change status to “INACTIVE” |
| Edit | This menu item will open the workflow for editing at the same time as setting the state to INACTIVE. When you are done editing the workflow, you will need to ACTIVATE the workflow again. |
| Data | This option will show a complete list of workflows that have been run with its connected data. The dataset is complete and contains all data from all steps in a workflow. This data can also be included through API integration. |
| Delete | This option will delete the workflow. None of the connected items in the workflow will be affected. |
| Move to Folder | Allows you to move the workflow to either a private or shared folder for better organization and accessibility. |