📄️ Introduction
What is a workflow?
📄️ Connections
What is a connection?
📄️ Credential store
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📄️ Deleting a workflow
Deleting a workflow removes it from your library. It also removes all files connected to that workflow including files uploaded to components (such as spreadsheets and document templates) as well as generated and uploaded files. You might want to consider downloading all of the files in the file library, exporting any form data and workflow data etc.
📄️ File Library
Each workflow has its own File Library page, which will contain all files uploaded and generated in any workflow sessions from that workflow.
📄️ Placeholders
What is a placeholder?
📄️ Internal placeholders
Reference question answers in another question
📄️ Placeholders
What is a placeholder?
📄️ Publishing a workflow
Publishing a project means deploying the current draft version of the workflow on the canvas, into the live or production state.
📄️ Re-run, re-submit and retry a workflow
Migrate data and run on the latest version (migration run)
📄️ Running a workflow
Switching to the Production canvas
📄️ Saving a workflow
A workflow is automatically saved any time a new component is added or a connection is created or removed from the canvas.
📄️ Session runs
What is a session?
📄️ Sharing a workflow
Workflows can be shared to other users inside of your organization or to external users by deploying it as a template.
📄️ Sending emails via SMTP
The Email and Sequential Form components send out emails using the noreply@workflow86mail.com email by default. You can have these components send emails via your own email service and address by using the SMTP feature.
📄️ Import a workflow template
The template library provides a range of pre-built workflows which you can import immediately to start using right away, or customize to your own requirements.
📄️ Terminating a session
Once a session has started, you can manually terminate that session or specific parts or actions within that session via the session logs and progress view page. This will typically be relevant when the workflow is in a waiting state such as at a task or time delay step.
📄️ Testing a workflow
How to test a workflow
📄️ Unpublishing a workflow
Once a project is published, the workflow inside of it is live and functional. To turn that workflow off or deactivate its functionality, you can unpublish the project.
📄️ Workflow versioning
All projects are versioned to keep track of changes and deployments. You will notice that there are two version numbers displayed in the project canvas, a draft version and a published version.
📄️ Access to a workflow
You can control who can use and interact with specific components in a workflow via the workflow access controls, which can be found in the workflow canvas toolbar:
📄️ Workflow folders
Folders allow you to organize your workflows in the workflow library. It can be particularly useful to help divide your workflows into groups or categories e.g. Legal workflows, HR workflows, workflows being tested