Save a workflow

Saving a workflow allows you to keep the design for later. You can make changes and save the workflow till it's ready to be published. Saving a workflow, whether new or existing, does not publish the workflow. A draft workflow is a saved workflow that's not published. The status of saved workflows is shown as Draft in the Workflows page.

Caution: If you edit a published workflow and save the changes, it becomes a draft version of that workflow and is given the status Draft in the Workflows list page.

Save your workflow (overwrite an existing draft)

1. Go to Workflows > All workflows.

2. Open the workflow:

   • New workflow: Click Create workflow.

   • Existing workflow: Select the workflow you want from the Workflows page.

3. On the toolbar at the top of the workflow designer, click Save.
4. In the Save dialog box, complete the fields and click Save. For more information, see Save and Save as dialog box fields.

   The workflow is saved as a Draft workflow.

Save your workflow with a new name

1. On the toolbar at the top of the workflow designer, click the down-arrow to the right of Save and then select Save as.
2. In the Save as dialog box, complete the fields and click Save. For more information, see Save and Save as dialog box fields.
   Note: 

   Special characters, like the ones listed here, are not allowed in workflow names:

   / ^ $ . | ? * + ( ) < > ! \ @ # % & , [ ] : ; =

Session expiry and auto save workflows

If your session expires while working on a workflow:

• Existing workflows: Unsaved changes are automatically saved as a new version. If applicable, the draft version number is incremented.

• New workflows: If you are creating a new workflow that has never been saved before, then it will be automatically saved as Unnamed workflow - [current date/time]. All auto-saved workflows include "Auto-saved by Nintex" version comments.

When you authenticate and sign in, a session is created. You won’t need to sign in again until the session ends. A session expires if:

• You are inactive for two hours, or

• You close your browser or tab.

A message is displayed 15 minutes before the session expires and you can choose to continue or sign out and end the session. This message includes a countdown timer to show how much time is left before the session ends.

Note: If the form designer is open when the session expires, any unsaved changes in the form are not automatically saved.