Managing Workflows

The folder pane on the left side of the Workflows page allows you to easily manage Workflows.

Working with Folders

Use the Folders pane to organize your Workflows into folders, which you can create and name according to your needs. This organization enables you to easily find related Workflows.
You can search for a folder using the Search Folders box at the top of the Folder pane.

The following are the default system folders:

• All Workflows - This folder includes all Workflows in the system that you're authorized to see. This includes workflows from Shared Workflows and Drafts folders. Note that you cannot save Workflows directly to the All Workflows folder; only to a subfolder.
• Shared Workflows - This folder includes Workflows that you created from the Enforcement Center - Workflows page (using the Create Workflow button) and/or that you have access to.
  • You can create new folders and subfolders under the Shared Workflows folder. Workflows in a subfolder also appear in the parent folder.
• Drafts - This folder includes saved Workflows that are not fully configured, as in the following cases:
  • There is no Event configured to trigger the Workflow.
  • One or more branches end with a condition (but should end with an Action or Event).
  • One or more nodes have incomplete configurations (missing values in fields).

The following describes some rules regarding system folders:

• You can add and remove Workflows to/from the Shared Workflows or Drafts folders.
• You cannot delete or rename system folders, including All Workflows, Shared Workflows, and Drafts.
• Under the Shared Workflows folder only, you can create up to five levels of subfolders, as necessary. When you hover over a Shared Workflows subfolder, the Folders menu appears. From here, you can create a new subfolder, rename a subfolder, or delete a subfolder.

Creating a New Folder

You can create new subfolders (up to five levels) under the Shared Workflows folder.

To create a new folder

1. Hover over a folder.
2. Click the Folders menu. The Folders menu opens (see above screen).
3. Select New Folder. A new folder called 'untitled folder' is created inside the folder you selected.
4. Click the Folder menu again, and select Rename to give a more appropriate name to your folder.

Renaming Folders

You can rename a subfolder that is located under the Shared Workflows folder.

To rename a folder

1. Hover over a folder.
2. Click the Folders menu. The Folders menu opens (see above screen).
3. Select Rename and give a new name to the folder.

Moving Folders

You can move subfolders within the Shared Workflows folder.

To move a subfolder

• Click and drag the folder/subfolder to a different folder.

Deleting Folders

You can delete any subfolders that you have created under Shared Workflows. System folders cannot be deleted.

To delete a folder

1. Hover over a folder.
2. Click the Folders menu. The Folders menu opens (see above screen).
3. Click Delete.

Moving Workflows to Another Folder

You can move one or more Workflows from the Shared Workflows folder or subfolder (or from the All Workflows folder) to another Shared Workflows subfolder. You cannot move Workflows from the Drafts subfolder.

Learn how to move Workflows to another folder.