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.

Organizing workflows into projects and folders

You can group workflows into projects and folders to keep your Workflows section organized and to share related workflows together. Move a workflow into a project or folder from its card menu, or add a shortcut to it from another project.

Grid and list views

The Workflows section can be shown as cards (grid) or as a list, using the grid/list toggle at the top right.

The Workflows section in list view, with selection checkboxes for bulk actions

The list view is the fastest way to organize in bulk: select several workflows at once with the row checkboxes, then use Move to to file them all into a project or folder in a single step.

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.