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Managing Workflows: Edit, Duplicate, Share, or Delete

Workflows are the backbone of automating processes. Once you’ve created workflows, you may need to update them, make copies, share them with sub-accounts, or even delete them. Here’s how to manage your workflows from the Workflow page.

Go to the Workflow Page​

  • From the header menu, hover over Workflow.
  • In the dropdown, click Workflow.
  • You’ll land on the Workflow page, where all existing workflows are listed in a table format.

Open the Workflow Menu​

  • Each workflow record has an actions column on the right side.
  • Click the three dots (...) icon in that column.
  • A menu will appear with the following options:
  1. View
  2. Edit Stages
  3. Edit Workflow
  4. Duplicate Workflow
  5. Share to SubAccount
  6. Delete

Manage the Workflow​

Here’s what each option does:

Edit Workflow​

  • When you click Edit Workflow, a pop-up form appears.
  • Update the workflow details as needed.
  • Click the Edit button to save your changes.

Duplicate Workflow​

  • Select Duplicate Workflow if you want to create a copy of an existing workflow (including its stages).
  • A pop-up form appears where you can rename the workflow.
  • Once renamed, click Duplicate, and a new workflow will be created.

Share to SubAccount​

  • Use this option to share the workflow with one or more sub-accounts.
  • When clicked, a pop-up appears showing available sub-account users.
  • Select the sub-account(s), then confirm to share.

Delete Workflow​

  • To delete a workflow (including all its stages), click Delete.
  • A confirmation pop-up will appear.
  • To confirm, type DELETE in the text box and click Delete Workflow.
  • The workflow will be permanently removed.