Managing workflows

You will be able to manage workflows from the Workflows section of the workspace. From there, you will be able to:

• Edit workflow names

• Create and apply tags to workflows

• Share workflows

• Duplicate workflows

• Delete workflows

These options may be restricted depending on the user's role and permissions.

Tagging workflows

You can tag workflows from the Workspace by editing their properties:

1. Click on the three dotted-button in the workflow card.

2. Select "Edit workflow properties".

3. Create, apply or remove existing tags in the tag input.

Additionally, you will be able to filter workflows by tags using the tag filter in the workspace. Once a tag filter is applied, you will be able to copy the URL and share it with other users within your organization.

Applying the tag filter in the Workspace

Tags are automatically deleted when they are no longer applied to any map or workflow.

Duplicating workflows

To duplicate an existing workflow from the Workspace:

1. Click on the three-dotted menu in the workflow card.

2. Select "Duplicate Workflow".

When duplicating a workflow, you will need access to the connection used in the original workflow. Otherwise, you will be prompted to select a new connection.

Deleting workflows

To delete a workflow from the Workspace:

1. Click on the three-dotted menu in the workflow card.

2. Select "Delete workflow".

3. Confirm that you want to delete the selected workflow.