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AutomationWorkflows (Flows)Overview

Overview

The Automation page opens on the Flows tab. A flow is a workflow automation that can be drafted, activated, run manually, and inspected through execution history.

What you can do here

  • Create a new flow with New Flow.
  • Search by flow name or description.
  • Filter by All Status, Active, Draft, Paused, or Archived.
  • Switch between card grid and compact list view.
  • Run active flows from the list.
  • Open a flow in the visual builder.
  • View execution history for any flow.
  • Delete non-active flows after confirming the warning.
Automation Flows grid showing cards with status badges, updated dates, run actions, edit actions, execution history actions, and delete actions

How to find a flow

  1. Open Automation from the sidebar.
  2. Stay on the Flows tab.
  3. Type in Search flows… to filter the list by text.
  4. Open the status filter and choose one of the available statuses.
  5. Use pagination at the bottom when the workspace has more than one page of flows.
Status filter menu on the Flows tab showing All Status, Active, Draft, Paused, and Archived options
ControlOptionsWhat it changes
Search flowsText inputFilters the visible flow list after a short debounce.
Status filterAll Status, Active, Draft, Paused, ArchivedShows only flows with the selected status.
Flows / SchedulesTwo tabsSwitches between automation flows and scheduled tasks.
Grid view / List viewIcon toggleChanges how the same flows are displayed.

How to use list view

  1. Click the list view icon beside the Flows tab.
  2. Scan each row for name, status, description, updated date, version, and actions.
  3. Use the action buttons at the right edge of each row.
Automation Flows list view showing compact workflow rows with Execute, View details, View executions, and Delete actions

Per-flow actions

ActionAvailable whenWhat happens
ExecuteFlow status is ActiveOpens the Execute Workflow dialog.
Not ActiveFlow status is Draft, Paused, or ArchivedThe run button is disabled until the flow is active.
View detailsAny flowOpens the flow in the visual builder.
View executionsAny flowOpens execution history for that flow.
Delete workflowAny flowActive flows show a warning. Other statuses show a confirmation dialog.

How to run an active flow

  1. Find a flow with the Active status.
  2. Click Execute.
  3. In Execution Parameters, enter a JSON object only if the flow needs manual input.
  4. Click Execute Workflow to start the run, or Cancel to close the dialog.
Execute Workflow dialog with an Execution Parameters JSON editor and Execute Workflow button

How delete works

  1. Click the delete icon on a flow.
  2. If the flow is active, read the warning and close it. Active flows must be deactivated before deletion.
  3. If the flow is not active, review the confirmation dialog.
  4. Click Cancel unless you are sure the flow and its execution history should be removed.
Cannot Delete Active Workflow warning explaining that an active workflow must be deactivated first
Delete Workflow confirmation dialog warning that deletion permanently removes the workflow and execution history
WorkflowsSchedules