Overview
Control workflow changes before production
Torq’s approval flow and role-based permissions provide a structured way to manage how workflows are created, reviewed, and published. This ensures that every workflow is validated before impacting production environments.
By separating creation and publishing responsibilities, teams can enforce governance, reduce errors, and maintain consistency across automation.
Roles and responsibilities
Workflow approval is governed by user roles, which define who can create, review, and publish workflows.
Creator: Can create and edit workflows but cannot publish them. Must submit workflows for review.
Contributor: Can review, publish, and also submit workflows for review.
Owner: Full permissions, including reviewing, publishing, and managing workflows.
How to use
Submit a workflow for review
Create workflow: Build and test your workflow to ensure it works as expected.
Open submit option: Click the Publish dropdown and select Submit for review.
(Optional) Add version description: Describe what changed in this version.
(Optional) Add tags: Select or create tags for the workflow.
(Optional) Set TimeBack benchmark: Estimate the time saved per execution.
Proceed to reviewer selection: Click Next.
Select reviewers: Enter email addresses to assign specific reviewers, or leave empty to trigger workflows using the Request for review system event.
Submit request: Click Submit to send the workflow for review.
(Optional) Continue editing: Make additional changes if needed, but submit each new version for review separately.
Contributors and Owners can both publish workflows and submit them for review.
Review and publish a workflow
Receive review request: Reviewers receive an email notification with a link to the workflow.
Navigate to the workflow: Click Open Workflow in the email.
Review changes: Inspect the workflow and review the differences between versions.
Approve and publish: Approve the workflow and publish it to production.
Any changes made after submission are saved as a draft and are not included in the current review.
Automate the approval flow
Set up trigger: Create a workflow using the Request for review system event. The workflow runs automatically whenever a workflow is submitted for review.
This allows you to automate notifications, validations, or additional approval steps as part of your workflow governance process.