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Workflows

Your automations, their triggers and runs.

Overview

The list shows each workflow, its trigger, how many times it has run and whether it is on. Runs are logged so you can see what fired and why.

Workflows in the Automation module.

When to use workflows

  • You review or switch automations.

Step by step

In the Automation module open Workflows in the green navigation bar, then choose Workflows under Automation.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • Columns: WORKFLOW, TRIGGER, RUNS, STATUS.
  • Actions on the screen: New Workflow.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • workflow.definition.create
  • workflow.definition.delete
  • workflow.definition.read
  • workflow.definition.update