Table of contents
- Edit Workflow Name and Description
- Delete a Workflow
- Duplicate a Workflow
- Activate a Workflow
- Changing Views
Once you have created your workflows from the All Workflows page, you can see the inactive workflows listed on the Inactive page under the Workflow Builder.
Go to Automations from the left navigation pane and select Inactive.
You can click on any of the workflows to reach the Workflow Builder page where you can modify the workflow as required.
Edit Workflow Name and Description
You can edit the Workflow Name and Description using the Edit button for any workflow.
Delete a Workflow
You can delete the desired workflows using the Delete button for each workflow.
NOTE: You cannot delete or modify a Workflow if it is linked with one or more Dialogs. To do so, you need toneed has to unlink the workflow from the dialog.
Duplicate a Workflow
You can create a copy of the desired workflow by using the Duplicate button for each workflow.
Activate a Workflow
You can activate an inactive workflow using the Activate toggle button for the desired workflow.
Click Yes in the confirmation pop-up.
You can switch the page view between Card View and List View using the button in the top right corner.