View/Create a Workflow Model

  • Switch to Platform level
  • Click 'Workflow Models' (left Nav). Note: You will need to have admin or owner permissions to see the Workflow options.

  • If you select a Workflow model you can Deploy, Undeploy, delete a Workflow model

View/Edit Workflow Model

  • Click on the Workflow name, eg Adhoc Approval, to view the Workflow Model

  • To view/edit the Workflow click JSON

Manage Active Workflow

  • To see active instances of the workflow model click on Workflow option

Note: you can select an active workflow and either:

  • delete the workflow
  • or upgrade to use an Upgrade Workflow model

Workflow Overview

  • Click the name of the Active Workflow you are interested in to open the Workflow Overview page.