Workflows

Overview

Workflows allow you to define automated task sequences that can be triggered by events, schedules, or manual execution. You can create custom workflows using a visual canvas, configure triggers, add processing nodes, and manage the workflow lifecycle from draft to active status.

Please click on the Workflows submenu under the Settings menu to enter the Workflow management page.

View Workflow List

The Workflow page displays all defined workflows in a table format. Each row shows the workflow's name, description, trigger type, category, status, creation time, and last updated time.

The table includes the following columns:

• Name - The workflow name and description

• Trigger - The trigger type (EVENT, MANUAL, or SCHEDULED)

• Category - The workflow category for organization

• Status - Current status (ACTIVE or DRAFT)

• Created At - When the workflow was created

• Updated At - When the workflow was last modified

Search Workflows

To search for a specific workflow, enter keywords in the search box at the top of the page. Press Enter to filter the list to show only workflows matching your search term.

Create a New Workflow

Please click the New Workflows button in the upper right corner to create a new workflow. A modal will appear allowing you to choose how to start.

Option 1: Create From Blank

1. Click the Create From Blank button on the "Blank Workflows" card to start with an empty workflow canvas.

2. You will be redirected to the workflow editor where you can configure the trigger and add task nodes.

3. The workflow will be created with the default name "Untitled Workflows" which you can change in the editor.

Option 2: Use a Template

1. Browse the available workflow templates displayed as cards in the modal.

2. Each template card shows the template name and description.

3. Click the Use Template button on your chosen template to create a new workflow based on that template.

4. You will be redirected to the workflow editor with the template's configuration pre-loaded.

Edit Workflow

To edit an existing workflow:

1. Click the Edit button (pencil icon) on the right side of the workflow row, or simply click anywhere on the workflow row.

2. You will be taken to the workflow editor page.

3. In the editor, you can modify the workflow name, description, trigger configuration, and task nodes.

4. Changes are saved as you work. The workflow status will remain as DRAFT until you activate it.

Delete Workflow

To delete a workflow:

1. Locate the workflow you want to delete in the list.

2. Click the Delete button (trash icon) on the right side of the workflow row.

3. A confirmation dialog will appear asking you to confirm the deletion.

4. Click Yes, Delete It! to permanently remove the workflow.

Note: Only workflows with DRAFT status can be deleted. Active workflows must be deactivated first before they can be deleted.