Publish and manage workflows
Turn a workflow on, change it safely while it runs, and pause, copy, archive or delete it.
Your edits save as you go, but they don't run until you publish. Publishing turns the workflow on, and it runs every time its starting point happens.
Before you publish
- The starting point is narrow, such as one form instead of any form.
- Emails to clients read well and go to the right person.
- Apps the steps need, such as your mailbox, are connected.
- You've tested it with a real record.
Publish a workflow
- In the builder, select N to finish if it shows, and fix each item under Before you publish, such as "Fill in: Subject".
- Select Test and check the result with a real record.
- Select Publish.
You're done when Agiled confirms "Workflow published" and the switch in the header shows On.
Change a published workflow
Edit the steps as usual. Your changes stay a draft while the live version keeps running. Select Publish again when you're ready. New runs use the updated steps; runs already in progress finish with the version they started with.
To throw away your edits, open ⋯ and choose Discard changes.
Manage workflows from the list
Open Automations › Workflows. Each row shows the workflow's status (On, Off, Draft or Archived) and its Last run, such as "2 hours ago" or "2 failed runs in 7 days". Open a row's menu to:
- Pause it. It stops starting new runs and keeps your setup. Turn on starts it again.
- Duplicate it as a draft.
- View runs for it.
- Archive it. It stops right away, stays in the list marked Archived, and keeps its past runs.
- Delete it. Nothing new starts it and runs in progress are cancelled. Past runs stay in run history.
Good to know
- A workflow started by an invoice or document being sent runs on the first send only, not when you resend.
- Each step does its work once. If a step is retried after a brief outage, clients don't get the same email twice.
- Before you change a form, booking page or document template, check its Used by workflows list to see which workflows rely on it.
- Watch the first few runs after you publish. See See what a workflow did.