Managing Workflows - Workflow Automations Workflow Listing

Workflow Automations

Managing Workflows

Workflow Listing

System > Automations > Workflows > Manage Workflows

Under the System dashboard, select Automations, and then select Workflows and Manage Workflows. This will open up a list of your Workflows (if any).

From here, you can:

  1. Add New Workflows
  2. Manage Existing Workflows
  3. Filter the listing via Workflow captions

Workflow Listing

Each Workflow will display some at-a-glance attributes about the Workflow (Workflow Caption, Active Status, Conditions, and Actions), as well as offer tools to: Edit the Workflow, Copy the Workflow, Access its Workflow Logs or Deactivate the Workflow.

When you Edit an individual Workflow, you’ll be brought to its Workflow Builder Screen.