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Organize workflows

Keep many workflows in order with folders and tags, and copy, export or delete them.

4 min · Cloud, Self-hosted and Embed

All of this happens in Workflows, from each row’s menu (⋯, or right-click the row).

A workflow’s menu in Workflows: Open, Run now, View runs, Rename, Duplicate, Move to folder, Tags, Export and Delete.

Folders

  1. Press the arrow beside New workflow and choose New folder.
  2. Name it, such as Finance.
  3. Drag workflows onto it, or choose Move to folder… in a row’s menu.

The folders then sit beside the list. A folder can hold folders: choose New folder inside in its menu, which also has Rename… and Move…. Inside a folder, New workflow here and Import put the new workflows there. Deleting a folder moves what it holds up a level. No workflow is deleted or stopped.

Tags

Choose Tags… in a row’s menu, type a tag, press Enter and Apply. Tags are shared across the workspace: up to 50 on a workflow, 50 characters each. Pick one under Tag to see only its workflows.

Find a workflow

Search reads names, descriptions, tags and the apps a workflow uses. The chips above the list show All, Live, Failing, Quiet, Needs setup, Drafts or Paused. A live workflow is failing when its latest finished production run failed. Sort puts Needs a look first, or sorts by last edit, last run, runs this week, next run or name.

The row’s menu

Run now…, View runs
Run the published version now, or see the workflow’s runs.
Pause, Go live
Pause unpublishes it. Go live publishes the current draft. See Unpublish.
Rename
Up to 255 characters. Or press F2 on the row.
Duplicate
Makes a copy as a draft. Sensitive variables aren’t copied.
Copy link
Copies the workflow’s address.
Export
Downloads the workflow as one .json file. Import it here or in another workspace.
Delete…
Asks first, then deletes the workflow with its runs, their data, its versions and any held run.

Warning You can undo a delete for 30 seconds. After that, the workflow and its runs can’t be brought back.

Many at once

Press Select and tick the rows, or Select all. Then Go live, Pause, Move…, Tags…, Export or Delete all of them. Up to 200 at a time.

Check it worked

The workflow sits in its folder, and picking its tag under Tag lists it.

For developers

Create a folder, Set a workflow’s tags, Duplicate a workflow, Export a workflow and Change many workflows at once do the same over the API.

Checked against 12d85b3b