Workflows Manager

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The Workflow Manager serves as a hub for all of your domain’s Workflows. Here you can view your Workflows in draft, active, and inactive states, and see recent Workflow results. From the Workflow Manager you can also activate/deactivate or delete a Workflow, clone a Workflow, or navigate back into the Workflow's Builder view in order to make edits and changes. 

To access the Workflow Manager, select Workflows > Manage using the navigation option from the left side of your window.

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The Workflow Manager shows a list of all of your domain's workflows. The list includes the Workflow's title, creator, activation status, and a "carrot" dropdown menu icon containing additional options.

You can sort the "Workflow", "Created By" and "Status" columns in ascending or descending alphabetical order, or search within the column using "Starts With", "Contains", or "Exact Match" filters.

From the "carrot" dropdown menu, you'll find options to edit, activate/deactivate (depending on current status), clone, and delete your Workflow. You'll also see an option to view a Workflow's results.

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Upon clicking "View Results", a flyout will show additional creation details, as well as a complete audit of all instances that have run over the past 30 days. If you wish to view more details regarding the success or failure of a particular action in a Workflow instance, click on the Instance ID in the leftmost column.

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To filter the Workflow results, click on “Filters”, and select “Add Filter”. This allows you to quickly filter your results to target just the results you need, for example if you need to see all instances that targeted a particular user, or all Workflows that ran during a certain time period.  

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Please Note: Instances that are currently in progress or in a waiting period will by default appear at the end of the list of Workflow results, and Workflows that are currently in a waiting period can be stopped or skipped from the Workflow Results flyout. For more on pausing Workflows including stopping and skipping, please see this article.

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