Managing Workflows

Summary

Workflows can be managed for a project by navigating to that project’s Workflow > Manage menu link, or by opening another project as shown in Step 1 below.

Step 1: Open the project environment

Use the left-hand menu, or drill down into environment from the Integrations dashboard.

Option 1 - Side Menu: Expand the side menu (marker 1 below) and expand the project (marker 2 below). Open the desired environment (3).

Option 2 - Dashboard: From the Dashboards landing page, select an environment (marker 4 below) and follow the project link (5) to open the selected environment.

Step 2: Manage workflows

Add a New Workflow

See Workflow Creation Walkthrough for details.

Delete a Workflow

  1. Select the workflow without clicking on the link (marker 1 below).

  2. Press the Delete button (marker 2 above).

  3. Wait for a confirmation message, or navigate to other pages while this action is completed.

Copy a Workflow

  1. Select the workflow without clicking on the link (marker 1 below).

  2. Press the Copy button (marker 2 above).

  3. Fill in the details as prompted (markers 3, 4, 5 below).

  4. Save (marker 6 above).

  5. Wait for a confirmation message, or navigate to other pages while this action is completed.

Rename a Workflow

  1. Select the workflow without clicking on the link marker 1 below).

  2. Press the Rename button (marker 2 above)

  3. Fill in the details as prompted (marker 3 below).

  4. Save (marker 4 above).

  5. Wait for a confirmation message, or navigate to other pages while this action is completed.

See Workflow Management Reference for background information.