Saving and Publishing Your Workflow
Once you’ve added all the required components to your workflow, you can choose to either save your progress as a draft or publish it to make it available for execution.
Save as Draft: If you’re still working on your workflow and want to continue later, you can save it as a draft.
- Click the Save Draft button.
- Then click Back to Workflows to return to the Workflows page.
- The workflow will appear in the list with a Draft status.
Draft workflows can be edited and published at any time.
Publish the Workflow: When your workflow is complete and ready to be used:
- Click the Publish button to make it live.
- Then click Back to Workflows to return to the Workflows page.
- The workflow will appear with a Published status and can now be executed.
Note: Only published workflows can be started and assigned to users.
On the Workflows page, you can easily manage and locate workflows using the following tools:
- Search filter: Search workflows by name.
- Status filters: View workflows by status: All, Published, or Drafts.
- Permissions filter: See if you can workflow permissions.
- Pagination controls: Choose how many workflows to display per page (10, 20, 25, 50, or 100).
