Overview
Workflows move through several states during their lifecycle: from draft to production. Understanding these states helps ensure that workflows run as expected while allowing safe development and testing.
While editing a published workflow, the published version continues to run in production. Any changes you make are saved as a draft until you publish them. This allows teams to iterate on workflows without interrupting automation already running in production.
You can view the current state of each workflow on the Workflows page, where the workflow status appears next to its name.
Workflow states
The following states indicate the current lifecycle stage of a workflow.
State name | Icon | Description |
Not published | 
| Workflow draft. The workflow can be edited and tested but will not run automatically. |
Published, trigger enabled | 
| The workflow is active in production and runs automatically when the trigger conditions are met. The workflow is view-only. |
Published, trigger disabled | 
| The workflow remains in production but does not start new executions automatically. You can still run it manually. |
Has unpublished changes | 
| The workflow is running in production while a draft version exists for editing. |
How to use
The following sections describe how to publish, unpublish, enable or disable, and edit workflows.
Publish a workflow
Publish a workflow when it is ready to run in production. Before publishing, run several test runs to verify that the workflow behaves as expected.
Open workflows: Go to the Workflows page.
Select the workflow: Open the workflow you want to publish.
Alternatively, select Publish workflow from the workflow three-dot (...) menu on the Workflows page.
Publish the workflow: Click Publish in the top-right corner.
Add version description: Enter a description explaining the workflow version.
Add tags: Assign relevant workflow tags.
Set TimeBack benchmark: Configure the TimeBack benchmark if applicable.
Confirm publishing: Complete the publishing action.
Unpublish a workflow
Unpublishing a workflow removes it from production so that it no longer runs automatically.
Open workflows: Go to the Workflows page.
Open the workflow: Select the workflow you want to unpublish.
Open options: Click the three-dot (...) menu in the top-right corner.
Unpublish workflow: Select Unpublish workflow.
Shared workflow behavior
If you unpublish a shared workflow that uses a scheduled trigger, the copy in the destination workspace stops running.
If you unpublish a shared workflow that uses an integration, system events, or Torq cases trigger, the copy in the destination workspace continues running.
Enable or disable a workflow
Enabling or disabling a workflow controls whether the trigger automatically starts new executions.
Enable: The workflow runs automatically according to the trigger type.
Disable: The workflow remains published but does not run automatically.
Open workflows: Go to the Workflows page.
Open the workflow: Select the workflow you want to modify.
Change trigger status: Click Enable or Disable in the top-right corner, depending on the current trigger status.
Edit a workflow
Editing a workflow creates a draft version while the published version continues running in production.
Multiple users can edit a workflow simultaneously. Changes are saved automatically and appear in real time for all collaborators.
When one user publishes the workflow or reverts the draft to the published version, all changes are published or reverted together.
Additional editing behavior:
You can see other users currently editing the workflow next to the Test Run button.
When a parent workflow is in draft mode, nested workflows run using their latest versions, which may differ from their published versions.
Open workflows: Go to the Workflows page.
Open the workflow: Select the workflow you want to edit.
Start editing: Click Edit in the top-right corner.
Publish changes: When the updates are ready for production, click Publish.