Edit workflow from home page

Edit your workflow

  1. Open the Workflows app.

  2. Scroll down the Home page to find the Your workflows section.

  3. Next to the workflow you want to update, select More actions (…).

  4. Select Edit from the menu.

  5. In the editor page, update any fields or steps as needed to reflect your changes.

  6. When you're finished, select Save to apply your updates.

Turn ON/OFF your workflow

  1. You can enable or disable a workflow at any time from the Workflows app.

  2. Open the Workflows app.

  3. Scroll down the Home page to find the Your workflows section.

  4. Next to the workflow you want to turn on or turn off, select More actions (…).

  5. From the menu select Turn on to enable the workflow or Turn off to disable it.

View more details about your workflow

You can quickly access more information about any workflow you've created. 

  1. Open the Workflows app.

  2. Scroll down the Home page to find the Your workflows section.

  3. Next to the workflow you want to view more details of, select More actions (…).

  4. Select Details from the menu to view additional information.

Tip: You can also open the details page by selecting the workflow directly from the list. 

Delete your workflow

You can remove a workflow from your list at any time. 

  1. Open the Workflows app.

  2. Scroll down the Home page to find the Your workflows section.

  3. Next to the workflow you want to delete select More actions (…).

  4. Select Delete from the menu.

  5. In the confirmation window, select Delete again to permanently remove the workflow.

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