After drafting, testing, and refining your workflow, it's essential to publish it to ensure it triggers as intended. You can track the workflow state on the Workflows page alongside its name.
While editing a published workflow, the published version remains operational in the production environment.
State name | Icon | Description |
Not published | 
| Workflow draft. Allows changes and test runs. |
Published, and the trigger is enabled | 
| View-only. Runs automatically when conditions are met. |
Published, and the trigger is disabled | 
| View-only. The workflow is in production but will not run automatically because the trigger is disabled. You can run the workflow manually. |
Has unpublished changes | 
| Automatically runs in production with an active draft for editing. |
Manage Workflow States
Publish
Publish
Publish a workflow when it's ready for production. Do a few Test runs before you publish to verify that the workflow is running as expected.
Go to the Workflows page.
Open the workflow you want to publish. Alternatively, you can select Publish Workflow from the workflow three-dot menu on the Workflows page.
Click Publish in the top right corner.
Add a description explaining this workflow version.
Add workflow tags.
Set the TimeBack benchmark.
Unpublish
Unpublish
Unpublish a workflow when you want to remove it from production.
Go to the Workflows page.
Open the workflow you want to unpublish.
Click the three-dot menu in the top right corner and select Unpublish workflow.
Enable/disable
Enable/disable
Enable and disable refer to the status of the workflow trigger.
Enable: The workflow is in production and will run automatically (according to the trigger type).
Disable: The workflow won't run automatically (even if it's published).
Go to the Workflows page.
Open the workflow you want to enable or disable.
Click Enable or Disable in the top right corner, depending on the trigger's current status.
Edit
Edit
When you edit a published workflow (create a draft), the published version is still active in production.
More than one user can edit a workflow at the same time. All users' changes are automatically saved, and the workflow is updated in real time. When a user publishes a workflow or reverts a draft to the published version, all changes are published/reverted, respectively.
You can see the other users with the workflow open next to the Test Run button.
When a parent workflow is in draft mode, nested workflows are run in their most up-to-date versions. These might differ from their published versions (if they have active drafts).
Go to the Workflows page.
Open the workflow you want to edit and click Edit in the top right corner.
When you're ready to publish your edits, click Publish.