Save a workflow

Saving a workflow allows you to keep the design for later. Saving a workflow, whether new or existing, does not publish the workflow.

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 Workflow list page.

Jump to: 

Save your workflow (overwrite an existing draft)

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

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.
Column or selection Description
Workflow name Name of workflow. Displayed on the Workflows list accessed from the Automate > Workflows page. Maximum number of characters: 50.
Workflow description Description of workflow. Displayed on the Workflows list accessed from the Automate > Workflows page. Maximum number of characters: 255.
Version comments Information about the workflow you are currently saving. Use this field to provide comments that will identify this specific version of your workflow.

Share this workflow with

Text box for entering names (or selecting Everyone in my tenancy) followed by a list of users with access to the workflow.

Common tasks:

  • To add users to access to your workflow, type their names.
  • To give every tenancy user access to your workflow, type any character and then select Everyone in my tenancy.
  • To remove users currently given access, click the "x" on each user name.