Publish a workflow
Publishing a workflow makes it available to run when the configured start event The connector and event for triggering the workflow to run, including required configuration. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder. occurs. When you publish, you decide if the workflow is counted against your workflow subscription license as production or development. The workflow status on the Workflows page indicates the status of the workflow.
You can restrict the users who can publish production workflows by changing settings in the Workflow settings page.
Request to publish a production workflow
Publishing production workflows may be restricted to certain roles or groups, using the Workflow publishing setting in workflow settings. Global Administrators and Automation administrators can configure the workflow publishing settings to select users who can publish production workflows.
If you don't have permission to publish a production workflow, the Request publish option will be displayed when you select Production as the Assigned use. You must submit a request to it.
Global administrators and Automation administrators can always publish production workflows.
This only applies to production workflows. Development workflows can be published by all designers and developers.
When a publish request is sent for a workflow:
The Status of the workflow is displayed as Publish requested in the Workflows page and you can identify the workflows waiting to be published via the status. If you have permission to publish workflows, you can open the workflow and publish it. When a workflow is published, the status of the workflow changes to Published.
An email notification is sent to the members of the groups if the relevant option is selected in the Workflow settings page.
For more information, see Workflow publishing.
Publish a workflow
- On the toolbar at the top of the workflow designer, click Publish.
Enter the Workflow name.
Note: The name must be unique. An error is displayed if there's another workflow with the same name in the tenant.
- (Optional) Complete the other fields as required. For more information, see Publish dialog box fields.
Note: If you select Production as the Assigned use and you don’t have permission to publish production workflows, the Publish button changes to Request publish and you must request for the workflow to be published. For more information, see Request to publish a production workflow.
- Click Publish or Request publish.
Publish a workflow with a Publish requested status
You can identify the workflows waiting to be published through the Status column on the Workflows page. Workflows that have to be published will have the Request published status. If you have permission to publish workflows, you can open the workflow and publish it.
Open the Workflows page and find the workflow you want to publish:
If you received an email about the publish request, click the link in the email. The Workflows page opens filtered to display the workflows with the Publish requested Status.
Open the Workflows page and filter the workflows by Status to find the workflows with a Publish requested Status.
Click the Name of the workflow to open it.
Note: Ensure that you open the workflow that has the Publish requested status and not the Published version.
On the toolbar, click Publish.
Cancel a request to publish
You can cancel a request to publish a workflow before the workflow is published.
On the Workflows page, find the workflow you want, then click , and select Cancel request to publish. A confirmation message is displayed.
Click Yes to confirm the cancellation.
The status of the worklfow changes to Draft and is displayed in the Status column on the Workflows page.
Name to identify the workflow. This name is displayed in the Automate > Workflows page. Maximum number of characters: 50.
Caution: If an existing workflow has the same name you type in this field, a message appears asking you whether or not to overwrite the existing workflow. Select your response as desired.
Description of workflow. This description is displayed in the Automate > Workflows page. Maximum number of characters: 500.
Flag to use for counting the workflow against your workflow subscription license.
Workflow owners for the workflow. Workflow owners can assign workflow permissions, and access workflows and associated workflow tasks and instances. Assigning workflow permissions allow you to define which users can access workflows and provide workflow permissions to other users.
Business owners for the workflow. Business owners are able to access Workflow tracking in My Nintex. In Workflow tracking, they can view all workflows they are business owners of, and view all workflow instances.
Tags that can be assigned to a workflow. For more information, see Tag a workflow.
If you cannot find an appropriate tag, you can create a new tag by typing a tag name and clicking Add. If you are a designer and do not see the Add option, request your tenant administrator to configure Tag settings from the Tags page.
|Version comments||Information about the workflow you are currently publishing. Use this field to provide comments that will identify this specific version of your workflow.|
|Deactivate the workflow in Nintex for Office 365||
Note: Only available for workflows that have been upgraded from Nintex for Office 365.
Deactivates the workflow in Nintex for Office 365 when you publish it in Nintex Automation Cloud. For more information, see Step 5: Publish the workflow in Nintex Automation Cloud.