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Change Workflow Status

What this does​

This guide explains how to change Workflow status in Franmantra CRM.

Change a Workflow from Draft to Published, or back again.

Before you start​

  • Make sure you can open the Workflow page.
  • Decide which Workflow you want to update.

Steps​

  1. Hover over Workflows in the header menu.
  2. Click Workflow.
Header menu with the Workflow option highlightedHeader menu with the Workflow option highlighted
  1. Review the Workflow list.
Workflow list page showing the status columnWorkflow list page showing the status column

Method 1: Change Status from the Table​

  1. Find the Status column in the Workflow table.
Workflow list page with the status column visibleWorkflow list page with the status column visible
  1. Each Workflow shows a Draft or Published badge.
  2. Click the badge to update the status.
Status change popup after clicking the Workflow status badgeStatus change popup after clicking the Workflow status badge
  1. Confirm the change in the popup.
  2. The status updates instantly.

Method 2: Change Status by Editing​

  1. In the Workflow row, click the three dots menu.
Workflow row with the actions menu openWorkflow row with the actions menu open
  1. Select Edit Stages.
  2. You’ll be taken to the Workflow Editor.
Workflow editor pageWorkflow editor page
  1. At the top-right, use the status toggle to switch between Draft and Published.
  2. Click Save to apply the change.

What happens next​

The Workflow keeps the new status until you change it again.

Notes​

  • Use Published only when the Workflow is ready to run.
  • Use Draft when you still need to make changes.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.